Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
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 and pro...
Wed, 8 Oct, 2025 at 6:57 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
Welcome to our article on how to set up your templates in the Capium 365 module. Navigation: Capium 365 > Manage > Templates To create ...
Tue, 3 Jun, 2025 at 1:04 PM
While general permission levels—Administrator, Manager, and Regular User—offer a structured way to manage team access across Capium 365, there are times wh...
Thu, 19 Jun, 2025 at 11:24 AM
This article provides a overview of all the main areas within the Invoices section of Capium365, located inside the Client Portal. Whether you're issui...
Mon, 21 Jul, 2025 at 3:27 PM
Below is a step-by-step guide how to create/add invoices into Capium 365 Navigation: Capium 365 > Client Portal > Invoices Invoices ...
Mon, 21 Jul, 2025 at 3:27 PM
This article is a step-by-step guide on how to set up and track all your recurring invoices. Navigation: Capium 365 > Client Portal > Inv...
Mon, 21 Jul, 2025 at 3:28 PM