Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
The article below is a step-by-step guide on create and send Credit Notes. Navigation: Capium 365 > Client Portal > Invoices > Credit Note...
Mon, 21 Jul, 2025 at 3:28 PM
The article below is a step-by-step guide that show you how to generate, send, and manage quotation-style documents for your clients. Navigation: Cap...
Wed, 8 Oct, 2025 at 6:57 PM
The articles below is a step-by-step guide on how to add products in Invoices. Navigation: Capium 365 > Client Portal > Invoices > Prod...
Wed, 8 Oct, 2025 at 6:57 PM
The Capium 365 client invitation feature enables accountants to seamlessly bring clients onto the platform. It simplifies the onboarding process by provid...
Wed, 8 Oct, 2025 at 6:57 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...
Mon, 21 Jul, 2025 at 12:10 PM
Capium 365 Receipts is a streamlined tool designed for seamless receipt collection and management within the Capium 365 ecosystem. Clients and accountant...
Wed, 16 Jul, 2025 at 12:08 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 the...
Wed, 8 Oct, 2025 at 7:00 PM