Practice Management Help Guide
This section covers all the features within the Capium Practice Management module in detail, broken down into sections
Please Note - When deleting any data, please consider downloading any relevant reports, ledgers as necessary. Data can't be retrieved once deleted. ...
Wed, 27 Apr, 2022 at 11:37 PM
Use the 'Authorising your agent (64-8)' form to tell HMRC that you give authorisation for someone to act on your behalf for individual or business...
Fri, 6 May, 2022 at 5:20 PM
Product Showcase How to set up Calendar integration? STEP 1 Navigation: Practice Management >> Practice >> Calendar Alternativel...
Fri, 16 Dec, 2022 at 10:48 AM
PM Quick Adds Location: Practice Management module >> + Add (small icon on the top right-hand corner) >> Add content instantly. The inst...
Tue, 7 Mar, 2023 at 4:21 PM
Location: Practice Management module >> + Add (small icon on the top right-hand corner) >> Add content instantly. The instant adding option ...
Fri, 30 Sep, 2022 at 2:38 PM
Navigation: Practice Management >>> Workspace>>> Communication>>> Bulk email Help/Guide: This guide will show you how to use...
Tue, 7 Mar, 2023 at 4:21 PM
Navigation: Practice Management >>>Settings>>>Services Help/Guide: This guide will show you step by step how to set up the services y...
Thu, 9 Mar, 2023 at 12:58 PM