Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Welcome to this guide on accessing Capium 365 when it is giving an error or not loading. This guide will show you a potential solution for this. If this doe...
Fri, 26 Sep, 2025 at 2:26 PM
Welcome to this quick guide on how to upload documents using the Capium 365 app. This guide will walk you through the essential steps. To get star...
Fri, 3 Oct, 2025 at 2:05 PM
Welcome to this quick guide on how upload documents as an accountant using the Capium 365 app to different clients. This guide will walk you through the ess...
Wed, 8 Oct, 2025 at 6:58 PM
Welcome to this quick guide on how upload documents as an accountant using the Capium 365 app to different clients. This guide will walk you through the ess...
Mon, 6 Oct, 2025 at 2:55 PM
With Capium’s new MTD Income Tax (MTD IT) module, you will be able to manage both quarterly updates and the final end of year declaration. This will be all ...
Mon, 6 Oct, 2025 at 3:01 PM
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 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