Capium 365 (Accountant)

This folder details all the instructions and "how to" on Capium 365

Adding users in Capium 365 (via My Admin)
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 11:28 AM
Bulk Add Users via Excel (Only if no other modules are in use)
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
Add Users Individually in Capium 365 (Only if no other modules are in use)
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
Edit users in Capium 365
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
Assign users to specific clients
Managing user access helps keep workflows organised and efficient. In Capium 365, you can easily assign users to specific clients. This guide walks you thro...
Thu, 24 Jul, 2025 at 4:33 PM
Search for users in Capium 365
Searching for users in Capium 365 is quick and easy. Whether updating details or checking access, this guide will help you find users fast.  Capium 365 ...
Thu, 24 Jul, 2025 at 4:45 PM