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...
Mon, 30 Jun, 2025 at 10:27 AM
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...
Fri, 6 Jun, 2025 at 4:15 PM
Note: to go to our article on Imports, please click here. Within the Capium 365 Manage section, the Clients area serves as your central hub for client m...
Fri, 4 Jul, 2025 at 4:15 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...
Fri, 4 Jul, 2025 at 4:18 PM
Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently. Import of Clients: ...
Fri, 4 Jul, 2025 at 4:17 PM
Important Note If you are setting up a client across multiple modules (e.g., Bookkeeping, Payroll, Self Assessment, etc.), please click here to follow the...
Tue, 17 Jun, 2025 at 10:03 AM
From Capium 365, click on the Capium link. Once you click on this link select "My Admin" once are redirected to the My admin module: Step-by-Ste...
Thu, 19 Jun, 2025 at 11:03 AM
link to the video can be found below https://www.loom.com/share/e4d4ed22297648cca759390966c92f00?sid=3871824c-72dd-4e20-9e07-e5e2a373d19a Other ...
Mon, 7 Jul, 2025 at 3:52 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