Capium Hub is a platform designed to enhance collaboration and communication between Accountants and Customers. There are two elements to the Capium Hub; Business Web & Business App.
Through the Business Web, you will find features such as Document Sharing/Storage, a simplified Bookkeeping (Sales & Purchase invoices), a Client Request portal and more. Through the App, you will find the Receipt & Document Scanning, Sales & Purchase invoicing and many more features.
To provide your clients with access to Capium Hub, you will need to create them as a Capium Client User. Click here to learn how to add a Client User.
The aim of this article is to give you an understanding of how best to use Capium Hub to improve your practices' efficiencies.
Accountant Profile
Accountants will have access to the Business Web Dashboard Analytics - with readily-available data such as recent Sales & Purchases, Payroll, Corporation Tax and Submission Deadlines.
Sale and Purchase invoices can be created from the respective areas as seen below (invoices created are for the Accountant and not clients)
Sales
You can record the Invoice by navigating to 'Sales' and clicking on 'Raise Invoice'.
Items
You can add items by navigating to Sales > Items > Add Items
Purchases
You can record the purchases by navigating to 'Purchases' and clicking on 'Record Purchase'.
Purchases > Payments
You can add payments by navigating to Purchases > Payments > New payments.
Capiscan
You can view all Capiscan records by navigating to Purchases > Capiscan. To utilise Capiscan please download Capium Business App.
Contacts
You can add in the customers and suppliers here by selecting 'Add Customer' or 'Add Supplier'
View Documents
Documents shared by clients can be viewed from the Documents > 'Saved Files'
Client Requests
View Request tickets sent by clients under Your Accountant > Client Requests
Client Profile
Clients will also have access to the aforementioned features on the Business Web - with the only differences being that clients can send requests to Accountants from the Client Requests section as well as having the option to share and store documents.
Client Access
The Business App is designed for just clients, with the aim of enhancing accountant-client collaboration. The app houses our Receipt and document scanning tool (CapiScan), which will scan and send directly to the accountant in real-time. The app also has Dashboard Analytics (as shown below) with readily-available data such as recent Sales & Purchases and Corporation Tax.
Clients can also take advantage of the various forms of communication available from the app such as direct SMS, Email and Client Request function by clicking on the Icon on the top right.
