Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
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...
Thu, 3 Jul, 2025 at 4:34 PM
The article below is a step-by-step guide on create and send Credit Notes. Navigation: Capium 365 > Client Portal > Invoices > Credit Notes ...
Fri, 4 Jul, 2025 at 4:04 PM
The articles below is a step-by-step guide on how to add products in Invoices. Navigation: Capium 365 > Client Portal > Invoices > Prod...
Thu, 3 Jul, 2025 at 4:03 PM
The Capium 365 client invitation feature enables accountants to seamlessly bring clients onto the platform. It simplifies the onboarding process by provid...
Thu, 19 Jun, 2025 at 3:20 PM
Capium 365 Reports is a streamlined tool designed for seamless reports management within the Capium 365 ecosystem. Clients can download the report in PDF o...
Thu, 19 Jun, 2025 at 3:51 PM
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...
Wed, 2 Jul, 2025 at 9:47 AM
Capium 365 Receipts is a streamlined tool designed for seamless receipt collection and management within the Capium 365 ecosystem. Clients and account...
Fri, 4 Jul, 2025 at 4:15 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