Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
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
1. Access My Admin from Capium 365 From the Capium 365 dashboard, click on the Capium link. Select My Admin to be redirected to the My Admin modul...
Fri, 26 Sep, 2025 at 3:37 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
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