Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Capium 365 allows you to connect live bank accounts securely using TrueLayer—at no extra cost. This guide will walk you through how to add new accounts and...
Mon, 21 Jul, 2025 at 12:10 PM
Capium 365 Purchases is a streamlined tool designed for seamless receipt collection and management within the Capium 365 ecosystem. Clients and accountan...
Tue, 12 May, 2026 at 4:49 PM
Capium 365: A Complete Onboarding Guide This article provides a full overview of how to get started with Capium 365. The onboarding process has been bro...
Thu, 26 Jun, 2025 at 4:32 PM
Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently. Click here to go to th...
Wed, 8 Oct, 2025 at 7:00 PM
In order to publish your receipts from Capium 365 into your Bookkeeping module, follow the navigation below: Navigation: Capium 365 > [Specific Clien...
Wed, 8 Oct, 2025 at 6:59 PM
In order to publish your Invoices from Capium 365 into your Bookkeeping module, follow the navigation below: Navigation: Capium 365 > [Specific Client] ...
Mon, 21 Jul, 2025 at 3:29 PM
Navigation: Capium 365 > Client Portal > Bank > Bank Rules Capium 365 empowers accountants and their clients with the ability to create Bank Rule...
Mon, 21 Jul, 2025 at 12:43 PM
How to Edit a Single Client Currently, edits made to client information are not synchronizedised between My Admin and Capium 365. This limitation means th...
Tue, 22 Jul, 2025 at 10:12 AM
Log into a client’s Capium 365 portal To access a client's Capium 365 dashboard, accountants and their staff should follow these steps: N...
Tue, 22 Jul, 2025 at 10:14 AM