Welcome to Capium 365! This guide will walk you through the essential setup steps and best practices for getting the most utilisation out of the platform.
Whether you’re setting up for the first time or optimising your current configuration, this guide serves as your launchpad for success.
What’s Covered
To keep things simple and focused, each step in your onboarding journey links out to a dedicated article with detailed instructions and visuals.
Here’s what we'll be doing:
Start by selecting the right amount of licenses based on your firm’s requirements.
Create client profiles manually or use the import tool to bulk upload your client list, ensuring a quick and efficient onboarding process.
Learn how to invite clients to the platform, manage their access, and guide them through using the client portal effectively.
Get a high-level view of your firm’s operations and manage clients, users, templates, imports, and permissions all from one centralised hub.
Control team access across Capium 365 by assigning roles and managing permissions for each staff member, ensuring the right people have access to the right tools.
Connect your client’s bank account to Capium Bookkeeping to pull in real-time transaction data and simplify bank reconciliation.
Automate transaction categorisation by creating bank rules that match and allocate recurring transactions based on conditions you define.
Gain a full view of your firm’s or clients’ invoicing activity—track sent, paid, and overdue invoices all in one place for better financial visibility.
Generate professional invoices quickly with pre-filled client and product details, and send them directly from Capium 365.
Save frequently used services or products to your product library, making invoice creation faster and more consistent.
Access and manage uploaded receipts across clients. Easily link receipts to expenses or transactions for audit-ready bookkeeping.
The Reports section in Capium 365 provides quick insights into your clients’ financial activity. Access Income and Expense reports to track earnings, monitor spending patterns, and support decision-making. Each report can be filtered by date range and exported for review or sharing with clients.