Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
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. ...
Mon, 21 Jul, 2025 at 4:17 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 ...
Mon, 21 Jul, 2025 at 4:44 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 ...
Wed, 23 Jul, 2025 at 1:02 PM