Capium 365 FAQs

Is Capium 365 linked to Capisign?
At the moment, there are not integrations between Capisign and Capium 365.
Fri, 25 Oct, 2024 at 3:24 PM
How do I upload invoices on Capium 365?
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
Can you upload a scanned file as an invoice?
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
Can you upload more than one invoice from one file?
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
How many invoices can you upload at any one time?
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
Can the end user upload invoices?
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
What happens to receipts when they are approved?
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
How can I edit receipts once they have been approved?
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
If you upload the receipt do you have to go and manually add the transaction?
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
In suppliers, if you add a receipt with a supplier that is not already on the system, will it auto-create the supplier?
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