Capium 365 FAQs
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...
Tue, 1 Apr, 2025 at 1:00 PM
Yes, bank feeds are free and unlimited in Capium 365.
Tue, 1 Apr, 2025 at 12:58 PM
This will automatically generate the invoice ID whenever an invoice is created by you or the end user in Capium 365. This will then be sent out on the invoi...
Tue, 1 Apr, 2025 at 1:01 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
You can bulk import clients from other Capium modules into Capium 365. To do this, go to: 365 > Imports > Click “Clients “and then “Next” > Select ...
Fri, 13 Dec, 2024 at 4:45 PM