Capium 365 FAQs

Can I add CIS deductions to transactions in Capium 365 Books?
Yes you can add CIS deductions directly into books for unregistered VAT clients.  To do this go to: Capium 365 > “Books” > Find the income expenditur...
Tue, 1 Apr, 2025 at 3:18 PM
Troubleshooting Bank Feeds (Capium365)
Please Note Before attempting to connect a bank feed in Capium, please ensure your bank supports Open Banking. Only current, personal, or business accounts ...
Wed, 15 Oct, 2025 at 5:19 PM
What data security and encryption standards does Capium 365 use?
As a cloud‑based record‑capture solution handling sensitive information, audit/trust/security protocols are key.
Tue, 30 Sep, 2025 at 4:50 PM
Why can't I see my users in Capium 365? - Adding a User
Capium 365 - Users Navigation: Capium Home > 'C' icon > Capium 365 > Manage Users will appear in Manage > Users once they’ve acc...
Wed, 17 Sep, 2025 at 10:44 AM
Capium 365: Converting Adobe PDF to a Standard Compatible Version - Bank Statements
If your facing issues uploading Adobe PDF bank statements into Capium 365 you need to convert your Adobe PDF into a standard, fully compatible version, y...
Thu, 9 Oct, 2025 at 3:47 PM
Capium 365: Extraction Rules - Every Line Item or Total extracted amount
When using the Bookkeeping (BK) feature, it's important to understand the different publishing rules available to ensure accurate and efficient record-k...
Tue, 14 Oct, 2025 at 9:15 AM
Matching receipts to bank feed -365
To align receipts with the bank feed, the user must first record the payment for the bill; only then will the transaction be available for reconciliation. ...
Wed, 10 Dec, 2025 at 3:37 PM
Capium 365 for Accountants - 101 Guide to Getting Started
Capium 365 — Quick Start Guide for Accountants  (Supporting Your SME Clients Step by Step)    What is Capium 365?  Capium 365 is a client-facin...
Thu, 11 Sep, 2025 at 9:28 AM
How to Match receipts to bank feed
Matching receipts to bank feed: The client must record the payment for the bill only then will the transaction be visible for reconciliation. Navigation...
Wed, 17 Dec, 2025 at 11:13 AM