Capium 365 FAQs
At the moment, there are not integrations between Capisign and Capium 365.
Fri, 25 Oct, 2024 at 3:24 PM
If you click on the customers section in 365 and go to invoices. You have the option to either add invoices one at a time by clicking “+ Invoice”, or you ca...
Fri, 25 Oct, 2024 at 3:26 PM
Yes, you would go to invoice >” Upload Invoices”, you can then choose a file from your computer. You can upload in multiple different formats, these are:...
Fri, 25 Oct, 2024 at 3:34 PM
You cannot do this currently. One upload of a file must only have one invoice within it.
Fri, 25 Oct, 2024 at 3:31 PM
You can upload up to 50 invoices in separate files at any one time. However, as soon as you have uploaded 50, you can upload 50 more invoices in a different...
Fri, 25 Oct, 2024 at 3:35 PM
Yes, the end user can upload invoices either. They can either do this on the web application or the mobile phone app. They would upload invoices in the cust...
Fri, 25 Oct, 2024 at 3:37 PM
Once receipts are approved, they will display on expense reports. They can also be attached to transactions.
Fri, 25 Oct, 2024 at 3:40 PM
To edit receipts, they need to be unlocked if they have been published and not be approved. To unlock the recepit you would go to Suppliers > find t...
Wed, 27 Nov, 2024 at 12:43 PM
Yes, a receipt will not automatically create a transaction. You can attach receipts to transactions in books. Receipts with the same key information will al...
Fri, 25 Oct, 2024 at 3:54 PM
No, when you add the receipt, it will not automatically create a supplier not on the system. However, when you add a receipt it will give you the option to ...
Fri, 25 Oct, 2024 at 3:56 PM