How to send emails to a client with multiple Email Addresses
Navigation: My Admin > Clients > Edit Client  Help/Guide Begin in My Admin and select a client. Once in a clients' workspace, you will ...
Thu, 18 Jun, 2020 at 5:04 PM
How to add users and allocate permissions
Navigation - My Admin 4 >> My Firm >> Users >> 'New User' button Refer to the link Video Tutorial: Watch how you can gra...
Fri, 4 Aug, 2023 at 4:33 PM
How do I change my password?
Location: My Admin > Profile > Profile Settings Refer to the link Click here to see how a client user changes their password Click here to wa...
Thu, 27 May, 2021 at 10:42 AM
What is the difference between Book Start & Business Start date?
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 inco...
Mon, 23 Aug, 2021 at 12:40 PM
How to create a support ticket and get in contact with the support team
Please click here to watch how to create a support ticket Help/Guide  You can get in touch directly with the support team by clicking on the suppor...
Thu, 1 Jul, 2021 at 4:52 PM
How to pay for Capium using GoCardless or Stripe
Location My Admin >> My Subscription >> Invoice Summary >> on the invoice that needs to be paid select either 'GC' for GoCardless...
Fri, 9 Jul, 2021 at 2:55 PM
How to change the Accounting Peroid on Capium
Help Guide:   My Admin>>> Edit firm details>>> Select correct Year end data according to your business Step 1: Click on the My Admin ...
Tue, 18 Jul, 2023 at 4:01 PM
Setting up SMS, to message to clients
Please can you register here with burst SMS in order to send a SMS with your sender ID
Mon, 18 Dec, 2023 at 1:54 PM
Two Factor Authentication
To enhance Capium's and your firm's security we have made two-factor authentication mandatory when logging into Capium for you, your staff, and your...
Fri, 29 Dec, 2023 at 7:14 PM
How to Change your Password
Video 1 Existing Ecosystem Video 2 New Ecosystem Please navigate to My Admin > Click on the little man icon on the far right Then click on ...
Thu, 21 Dec, 2023 at 8:46 AM