First you need to add your clients into Capium 365, you can either do this one at a time in the client portal, or you can import them. You do this by navigating to the “Client portal” > Manage > Import. From here you can import the clients.

Once the clients are added, head to the “Manage tab”, find the client you want to add. On the right-hand side of the screen there is an icon saying “Invite to 365”. Your client will then receive an invitation via email to join Capium 365.

Once an invite has been sent from the accountant, the end user will be sent an email, where they can then respond to it within the end user app.

Yes, the accountant will be notified that a Document Request has been returned by email, where they can respond to it.

Messages in Capium 365 will be attached to an invite, therefore if you navigate to “Documents” > click on the invite > Click messages. Here you can see and respond to messages.

Once receipts are approved, they will display on expense reports. They can also be attached to receipts.

Yes, a receipt will not automatically create a transaction. You can attach receipts to transactions in books. Receipts with the same key information will also match to existing transactions.

Once a client has accepted the invitation in the client portal, an icon saying “Go To 365” will appear. If you click this this will take you to the client’s individual area. There is a “Books” Tab on the top row.

No, Bank feeds will be free if you have a Capium 365 license for a client.

The end user can reconsent, the accountant can only reconsent if they are given the full details by the end user.