Capium 365 (Accountant)

This folder details all the instructions and "how to" on Capium 365

Capium 365: Books (Accountant)
Welcome to our Guide for Books in Capium 365! This guide will walk you through essential initial steps, best practices and key features within the ...
Wed, 23 Oct, 2024 at 11:51 AM
Capium 365: Documents (Accountant)
Welcome to our Guide for Documents in Capium 365! This guide will walk you through essential initial steps, best practices and key features within the Doc...
Wed, 11 Dec, 2024 at 3:56 PM
Capium 365: Suppliers (Accountant)
Welcome to our Guide for Suppliers in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Supp...
Wed, 23 Oct, 2024 at 11:52 AM
Capium 365: Client Portal (Accountant)
How to set up and edit your practice details  Navigate to the client portal In the top right hand corner there is an icon of a gear, click this Sel...
Thu, 5 Dec, 2024 at 12:59 PM
Capium 365: How to Purchase Licenses
How to Purchase Licenses Navigate to My Admin Select "My Subscription" Select "Capium 365" Select desired number of lice...
Wed, 16 Oct, 2024 at 1:26 PM
Capium 365: Settings and Imports (Accountant)
Welcome to our Guide for importing data in Capium 365! This guide will walk you through essential initial steps, best practices and key features within the ...
Tue, 3 Dec, 2024 at 12:51 PM