Capium 365 FAQs (BOT)
Capium 365 is a client portal and mobile app that helps clients upload receipts/invoices, connect bank feeds, and share documents. Accountants can review, a...
Wed, 28 Jan, 2026 at 12:23 PM
MTD ITSA is the system where eligible sole traders and landlords submit quarterly updates during the year and then a final end-of-year declaration to confir...
Wed, 28 Jan, 2026 at 12:22 PM
By encouraging regular capture of income/expenses (receipts, invoices, bank feeds) so quarterly updates are easier, cleaner, and less dependent on year-end ...
Wed, 28 Jan, 2026 at 12:25 PM
Go to MyAdmin → My Subscription → Capium 365, select the number of licences and pay. Links: https://capium.freshdesk.com/support/solutions/articles/9000246...
Wed, 28 Jan, 2026 at 12:29 PM
Yes—licences are consumed on invite, even if the client doesn’t complete the onboarding. Tags: licensing, invite_client, seat_consumption, troubleshooting L...
Wed, 28 Jan, 2026 at 12:30 PM
Manage is the accountant control centre for Clients, Users, Imports, and Permissions. https://capium.freshdesk.com/support/solutions/articles/9000268727-ca...
Wed, 28 Jan, 2026 at 12:44 PM
Capium 365 → Manage → Clients. From there you can search, invite, open the client portal, and maintain client records https://capium.freshdesk.com/supp...
Wed, 28 Jan, 2026 at 12:46 PM
Capium 365 is a client portal and mobile app that allows clients to upload receipts, invoices, bank transactions, and documents. Accountants review and appr...
Wed, 28 Jan, 2026 at 5:59 PM
Q: What are Bank Rules in Capium 365? Bank Rules are automation rules that pre-code bank transactions based on conditions such as description tex...
Tue, 3 Feb, 2026 at 6:25 PM