Capium 365 (Accountant)

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

Capium 365: Top Menu (Client Level - Action Bar)
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
Capium 365: Books
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
Capium 365: Sources
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
Capium 365: How to add or import clients?
Thu, 8 May, 2025 at 11:08 AM
Capium 365 Editing a Client
Mon, 12 May, 2025 at 8:26 AM
Capium 365: Setting up Templates
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
Capium 365: Importing Clients, Users, Templates
Mon, 12 May, 2025 at 9:11 AM
Capium 365: User Specific Permissions
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
CAPIUM 365: Invoice Overview
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...
Thu, 19 Jun, 2025 at 4:46 PM
CAPIUM 365: How to create an Invoice
Below is a step-by-step guide how to create/add invoices into Capium 365 Navigation: Capium 365 > Client Portal > Invoices  Invoices ...
Fri, 4 Jul, 2025 at 5:00 PM