Capium 365 FAQs
You can upload up to 50 receipts (Files) at any one time. However, as soon as you have uploaded 50 receipts in one batch, you can upload another batch of 50...
Fri, 25 Oct, 2024 at 3:58 PM
Truelayer is used to attach and bring in data from bank feeds. Truelayer supports most high street banks. You connect these in the bank feeds tab. All the t...
Fri, 25 Oct, 2024 at 4:05 PM
Yes, bank feeds are free and unlimited in Capium 365
Fri, 25 Oct, 2024 at 4:01 PM
This will automatically generate the invoice ID, if you turn this setting off, then it will turn off the automatic generation of these.
Fri, 25 Oct, 2024 at 4:11 PM
There are several integrations between the existing bookkeeping module and Capium 365. If you go to client portal > settings icon in the top right co...
Wed, 11 Dec, 2024 at 4:48 PM
If you go to “Books” in the client portal, find the transactions you want to bulk edit, click on the box on the left hand side of the transaction, there is ...
Wed, 11 Dec, 2024 at 4:50 PM
The Transaction will not be editable if it has been published. If a transaction has been published, you would have to “Unlock” the transaction. To do this g...
Wed, 11 Dec, 2024 at 4:51 PM
The Transaction will not be editable if it has been published. If a transaction has been published, you would have to “Unlock” the transaction. To do this g...
Fri, 13 Dec, 2024 at 4:27 PM
Querying a transaction in books is a communication to your client. They will receive an email stating a transaction has been queried and the message which t...
Fri, 13 Dec, 2024 at 4:28 PM
You can import: customers, suppliers, Products, Bank Feeds, Bank Statements, Account Names, VAT Rates and Users. You have to import these individually for ...
Fri, 13 Dec, 2024 at 4:30 PM