The Capewell Finance & HR Dashboard

The Capewell Finance & HR Dashboard will give you a snap shot of your business at any time. You can access it from the Dashboard link in the main menu or just click the logo when you’re on any page. The Graphs The Dashboard shows three graphs across the top...

View your employment information

Using Capewell Data Solutions any employee can view their employment records at any time. Just click on your name at the top right hand corner of the screen and select Your Details/Holiday. You will then see the information held about you including Name & Address,...

How to search your data using the Unified Search Box

Its really easy to search for your important records using Capewell Finance & HR. Our Unified Search Box found along the right hand side of the main menu will search most records within the system and gives you instant access to those records. You can search...

Change your Invoice, Customer & Supplier numbers

Its really easy to change your invoice number, customer or supplier account number using Capewell Finance & HR. To prevent duplicate record numbers being created you can only decrease the number of the record if you change the prefix. Step 1 Navigate to the...

Set up and change your default VAT rate

Its really easy to set up and change your VAT rate using Capewell Finance & HR. To make creating invoicing really easy you can set a default VAT rate when creating invoices but don’t worry, if you need to change this rate you can do on an per invoice and...

How To Change Your Password On Capewell Finance & HR

Its really simple to change your own password using Capewell Finance & HR. Just click on the Your Name at the top right hand corner of the page and select Change Password. Enter your current password and then your new password. We’ll let you know the...