Capium 365: A Complete Onboarding Guide
This article provides a full overview of how to get started with Capium 365. The onboarding process has been broken down into a series of key steps, with each stage supported by its own dedicated guide.
1. How to purchase a Capium 365 license
Learn how to access your subscription settings, select your plan, and complete the payment process.
Click on the link below to learn more about how to purchase a 365 license: https://capium.freshdesk.com/a/solutions/articles/9000246860?portalId=9000044273
2. Assigning a Capium 365 license to your client
After purchasing, you’ll need to assign the license to a specific client (individual or sole trader) from within Capium.
Click on the link below to learn more about how to assign a 365 license to your client:
https://capium.freshdesk.com/a/solutions/articles/9000268736?portalId=9000044273
3. Inviting clients to join Capium 365
Send an invitation to your client so they can access their Capium 365 portal and collaborate with you directly.
Click on the link below to learn more about inviting clients to join Capium 365:
https://capium.freshdesk.com/a/solutions/articles/9000269004?portalId=9000044273
4. Syncing Capium 365 with the Bookkeeping module
Ensure Capium 365 is connected to the Bookkeeping module to sync data between platforms seamlessly.
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5. Adding bank feeds and bank rules
Link your client’s bank accounts to Capium 365 and set up rules to automatically categorise transactions.
Click on the link below to learn more about setting up bank feeds and bank rules:
https://capium.freshdesk.com/a/solutions/articles/9000269006?portalId=9000044273
6. Adding receipts in Capium 365
Upload and manage receipts through manual entry or by using image capture options.
Click on the link below to learn more about adding receipts:
https://capium.freshdesk.com/a/solutions/articles/9000269008?portalId=9000044273
7. Adding payments
Log payments and match them to relevant invoices, suppliers, or clients.
Click on the link below to learn more about adding payments:
https://capium.freshdesk.com/a/solutions/articles/9000269008?portalId=9000044273
8. Using the mobile app
Take advantage of Capium 365’s mobile app to manage receipts, review transactions, and communicate with clients on the go.
For help at any stage, contact your Account Manager or raise a ticket through our support system.
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