Getting Started
Default solution folder, feel free to edit or delete it.
Navigation - My Admin 4 >> My Firm >> Users >> 'New User' button Refer to the link Video Tutorial: Watch how you can g...
Mon, 22 Nov, 2021 at 3:04 PM
Navigation: My Admin > Clients > Select a Client Please click here to watch how to contact contacts to clients Please click to find out how to...
Thu, 8 Jul, 2021 at 4:39 PM
Navigate to: My Admin > Clients > Select a Client Click here to watch how to connect directors to companies Help Guide You will have neede...
Thu, 6 May, 2021 at 12:05 PM
We're excited to launch our new feature! You can now customise your Capium homepage with your company logo! Please click here to watch how to customis...
Wed, 26 May, 2021 at 10:33 AM
Navigation - My Admin > Clients Please click here to watch how to make clients inactive Help/Guide Clients can be made inactive on your account,...
Mon, 12 Jul, 2021 at 11:56 AM
A Book Start Date is simply the date to which your client(s) began trading. The Business Start Date refers to the date the clients' company was inc...
Mon, 23 Aug, 2021 at 12:40 PM
Navigation: My Admin > Clients Click here to watch how to add Clients, Contacts and Users Help/Guide: Update from the 20th September 2021....
Tue, 21 Sep, 2021 at 9:01 AM
This article will cover the steps you must follow to set up a client for the first time on Capium. This process will consist of creating a client either ind...
Wed, 19 Jan, 2022 at 4:59 PM