Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Search and filter clients Within the Capium 365 Manage dashboard, you can efficiently locate clients using the search bar, which allows searches ...
Tue, 22 Jul, 2025 at 10:12 AM
This guide explains how to add and manage transactions in the Books section of Capium 365, whether manually, via bank feeds, or by importing statements. ...
Wed, 15 Oct, 2025 at 5:22 PM
Below is the step- by- step Guide to add customers into the capium 365 Navigation: Capium 365 > Client Portal > Invoices >Customers ...
Mon, 21 Jul, 2025 at 3:28 PM
This guide explains how to apply and remove CIS (Construction Industry Scheme) deductions within the Books section of Capium 365. Note: Books section is on...
Mon, 21 Jul, 2025 at 3:43 PM
This article will walk you through how to attach a purchase invoice or receipt to a transaction in the Books section of Capium 365. Navigation: Capium 365 ...
Wed, 8 Oct, 2025 at 6:56 PM
Within the Capium 365 Manage section, the Clients area serves as your central hub for client management. Within this section, you can: Add new client...
Wed, 8 Oct, 2025 at 6:58 PM
To begin using Capium 365, it’s essential to correctly configure user access and complete their contact details. Below are the steps to follow for a smooth...
Thu, 18 Jun, 2026 at 11:16 AM
To begin using Capium 365, it’s essential to correctly configure user access and complete their contact details. Below are the steps to follow for a smooth ...
Thu, 24 Jul, 2025 at 2:17 PM
To begin using Capium 365, it’s essential to correctly configure user access and complete their contact details. Below are the steps to follow for a smooth ...
Thu, 24 Jul, 2025 at 2:17 PM
Managing your team efficiently is key to smooth operations in any accounting practice. Capium 365 makes it easy to edit user details, update roles, and cont...
Thu, 24 Jul, 2025 at 4:27 PM