Capewell Finance Features

Discover how Capewell Finance & HR can help your business

Create invoices, track expenses and run instant reports. We have the features you need to manage your finances.

Scroll down and learn how Capewell Finance can help your business.

Don't forget to sign up for our 30 Day Free Trial. No credit card required.

Create Invoices With Ease

Create, email or print invoices instantly and with ease whenever you want.

See how your invoice will look as you create it and add as many product lines as you want.

Instantly email an invoice to your customer or download as a PDF. Brand your invoice with your logo, contact information and payment terms.

Create proforma invoices.

See who's paid and run instant reports on sales with ease.

See what's outstanding and send reminders automatically or manually.

Keep A Track Of All Purchases & Expenses

Record all your companies purchases in one place.

Keep a track on what you're spending.

Never miss a payment. Get reminded when bills are due. Run reports on your expenses and see all your outgoings and quickly see how much you're spending with certain vendors.

Reminders for requesting VAT invoices from suppliers.

Separate Mileage and Petty Cash sections so all staff can record their reimbursable expenses.

Record Mileage & Reimburse Staff

Save paper & printing. No more mileage forms!

Employees can log in with their own private username/password and record mileage quickly including dates and their reasons for travel.

Run reports on mileage and compare with previous months and quarters.

Filter mileage by user, date or reason and download mileage records for individual users as a spreadsheet with just one click.

Monitor Petty Cash Expenditure

Keep a track of Petty Cash expenses in one place.

See how much is being spent and when and record the reason for the expense.

Search and sort records by date and reason plus run time based reports on petty cash expenditure.

Download your petty cash data as a spreadsheet whenever you want.

People & HR

Manage staff, holidays & PAYE in one place.

Keep PAYE records for all employees plus manage holidays & sick days for individual people.

Set dates for appraisals & keep performance notes.

Be reminded of staff holidays & reviews on the dashboard.

Download or print any HR data at any time.

Track Director Loans

Record director loan information and download reports when you need them.

Instant Reports

Run reports quickly and instantly see comparisons.

Generate sales & purchase reports whenever you want.

One click P & L and VAT return reports whenever you want.

Run reports on sales, expenses and anything else within any period and see comparisons.

Reminders. Never Miss A Thing.

Filtered dashboard reminders keeps you on top of things.

Upcoming and overdue view on sales, purchases, staff appraisals & holidays.

Backups When You Want Them

One click backups for all your data.

Instead of downloading separate data from different places you can download a .zip file with all your data on spreadsheets at any time.

We also keep your data backed up in a separate location, encrypted and secure. Full backups are automatically run every night and we practice recovery on a regular basis.

Worldclass Security

We secure and encrypt your data.

Not only is everything we do secured via a username, password, company code and SSL (https) certificate but we also encrypt your data on our database.

Take a look at our 5 Point Security Policy which will put your mind at ease.

Outstanding Support

Multi-channel support for when you need us.

We pride ourselves on offering excellent support and offer many ways that you can contact us including in-app support, email, phone and social media.

We also have a dedicated support website to answer all your questions and our support page has information on all other channels .

Get in touch. Ask a question.

If you have any questions about our applications or would like to chat with us about your needs then call us on +44 (0)121 794 2277 or email info@capewelldata.com.

CAPEWELL FINANCE & HR
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