Capium 365 (Accountant)

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

CAPIUM 365: Recording CIS
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
CAPIUM 365: Adding Invoices to transactions
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
Capium 365: Manage Clients
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
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
Capium 365: Top Menu (Client Level - Imports)
Navigation: Capium 365 > [Log into a client] > Settings Within the settings button you will see these options: My Business; Preferences; ...
Wed, 8 Oct, 2025 at 6:58 PM