Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Adding Transactions one at a time Navigation: Capium 365 > Client > Books > + Transaction 1. Go to Client > Books. 2. Click on the "+ Tr...
Thu, 9 Oct, 2025 at 10:18 AM
Connect your bank accounts directly to Capium to automatically pull transactions into the Books section. Bank feeds are free and unlimited with Capium 365. ...
Thu, 9 Oct, 2025 at 10:19 AM
Adding Bank Statements Via CSV or PDF You can upload statements in bulk if you prefer not to use a bank feed. Navigation: Capium 365 > Client > S...
Thu, 9 Oct, 2025 at 10:20 AM
Welcome to our set up guide for Capium 365.This guide will walk you through the essential steps and best practices to ensure a smooth setup and successful d...
Tue, 30 Jun, 2026 at 10:25 AM
Welcome to this quick guide on how to reauthenticate and reauthorise your bank accounts in Capium 365. This guide will walk you through the essential steps....
Wed, 29 Oct, 2025 at 2:42 PM
Log in Via the below option. Once you have completed the necessary steps, you will then be able to access Capium 365, which is designed to provide you...
Wed, 12 Nov, 2025 at 1:07 PM
Welcome to this quick guide on Migrating Bookkeeping Clients to Capium 365. This guide will walk you through the essential steps. Once you migrate to C...
Wed, 15 Apr, 2026 at 10:18 AM
What Is the Capium 365 Client Portal? The Capium 365 Client Portal is a core component of the MTD IT (Making Tax Digital for Income Tax) system, designed t...
Mon, 27 Apr, 2026 at 9:07 AM
Capium 365 (Client Portal) - Bulk Assign Individual Clients Bulk Assign Individual Clients allows accountants to assign multiple individual clients in a s...
Tue, 7 Jul, 2026 at 4:39 PM
In order to publish your Invoices from Capium 365 into your Bookkeeping module, follow the navigation below: Navigation: Capium 365 > [Specific Client] ...
Sun, 21 Jun, 2026 at 1:45 AM