Capium 365 FAQs
To access the clients workspace and for the client to be able to access the end user app, they first must be invited into Capium 365 and accept this invitat...
Tue, 1 Apr, 2025 at 11:13 AM
If you require certain information from your client, you can create requests asking for certain information or documents from your client. You have the opti...
Thu, 24 Oct, 2024 at 3:33 PM
Once an invite has been sent from the accountant, the end user will be sent an email notifying them of the request. The end user can then respond to the re...
Thu, 24 Oct, 2024 at 3:35 PM
Yes, if you go to: Documents > Requests > Tick the boxes along the side of the request, an action box at the bottom of the screen should appear where ...
Thu, 24 Oct, 2024 at 3:37 PM
Yes, the accountant will be notified that a Document Request has been returned by email, where they can respond to it.
Thu, 24 Oct, 2024 at 3:44 PM
If you go to: Documents > Requests > Click on the request you want to close or resend > In the top right corner, there are two options to either “C...
Thu, 24 Oct, 2024 at 4:54 PM
If you go to: “Requests” > Click into a request which has been returned > Click the download icon in the right-hand corner, this will download all of ...
Thu, 24 Oct, 2024 at 4:56 PM
You can see returned documents in two places. The first is in the invitation request. If you go to: Documents > Requests > click into a request. ...
Fri, 25 Oct, 2024 at 3:18 PM
At the moment, there are not integrations between Capisign and Capium 365. You can find more on Capisign on the video link below https://www.loom.com/sh...
Mon, 19 May, 2025 at 5:04 PM
You can bulk upload up to 50 invoices at one time, as soon as you have uploaded 50 invoices, you can upload 50 more. The file types that are supported a...
Tue, 1 Apr, 2025 at 11:49 AM