Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Purchasing additional licenses for Capium 365 is quick and seamless. Follow the steps below to manage your subscription and ensure your team has the ac...
Fri, 18 Jul, 2025 at 12:34 PM
The Capium 365 Manage section provides accountants with a centralised hub to oversee all their clients efficiently. It offers a high-level, bird’s-eye view...
Wed, 23 Jul, 2025 at 1:04 PM
Click here to go to the 'Manage' page Within the Capium 365 Manage section, the Users area serves as your central hub for efficient user manage...
Thu, 24 Jul, 2025 at 4:53 PM
Click here to go to the Manage Imports page. Capium 365 offers a streamlined import feature that allows practices to quickly bring essential data—suc...
Thu, 24 Jul, 2025 at 11:19 AM
Capium 365 provides a flexible and secure way to manage user access and permissions within the platform. link to the video can be found below http...
Fri, 18 Jul, 2025 at 2:31 PM
Managing user permissions in Capium 365 is straightforward and allows you to control team access effectively. Here's a concise guide to help you navi...
Fri, 4 Jul, 2025 at 4:19 PM
Capium 365 features a dynamic Global Action Bar that adjusts based on the section you're viewing. When users are in the Dashboard, Manage, or Drive area...
Thu, 19 Jun, 2025 at 11:53 AM
Capium 365 supports 5 different entities: Limited Individual Sole Trader Partnership Limited Liability Partnership Limited companies, part...
Thu, 19 Jun, 2025 at 12:56 PM
Welcome to this Capium 365 article on books! This article will walk you through the books section of Capium 365. It will show you the best practices an...
Fri, 28 Feb, 2025 at 3:08 PM
The Sources feature within Capium 365 allows individuals and sole traders to track different streams of income efficiently. By categorising earning...
Fri, 28 Feb, 2025 at 3:09 PM