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Knowledge base
General
Quick Guides: Getting Started with Capium
8
Quick Guide: Getting Started with My Admin
Quick Guide: Getting Started with Bookkeeping
Quick Guide: Getting Started with Payroll
Quick Guide: Getting Started with Practice Management
Quick Guide: Getting Started with Accounts Production
View all 8
General
18
How to send emails to a client with multiple Email Addresses
How to add users and allocate permissions
How do I change my password?
What is the difference between Book Start & Business Start date?
How to create a support ticket and get in contact with the support team
View all 18
Whitepapers & E-Books
0
Basis Period Reform
3
Basis Period Reform Help sheet
Basis Period Reform Webinar
Annotated Helpsheet HS222 2024 from HMRC - Basis Period Reform
Onboarding
Onboarding Guides: Getting Started with Capium
12
Onboarding Guide: Getting Started with Accounts Production
Onboarding Guide: Getting Started with Corporation Tax
Onboarding Guide: Getting Started with Bookkeeping
Onboarding Guide: Getting Started with Practice Management
Onboarding Guide: Getting Started with Payroll
View all 12
Importing data
12
Importing Sales Invoices
Importing 'Items' for Sales Invoices
Importing Purchase Invoices
Importing Receipts & Payments (Quick Entry)
Importing Bank Transactions
View all 12
Practice Management
Practice Management Help Guide
46
Practice Management Dashboard
Email Conversations - Link your Email Inbox to Capium
Adding Clients manually in Practice Management
Letters Of Engagement & Proposals (for Prospects)
How to sign Documents sent by Accountant
View all 46
Practice Management FAQs
15
Top Article - How offer services through Capium practice management platform
Electronic signing - How to E-Sign using Capisign
How do deadline reminders work?
Practice Management Client Details Screen
Configure email templates
View all 15
Bookkeeping
Bookkeeping Help Guide
64
Bookkeeping Dashboard Overview
Adding an Accounting Period
Adding an Opening Balance
Chart of Accounts (COA)
Sales Dashboard
View all 64
Bookkeeping FAQs
55
How do I create VAT Reverse charges?
How do I delete or amend a sales invoice that has been entered in error? (SALES)
How do we enter bad debts?
How can we import created invoices from a different software onto Capium?
I want to edit the invoice date and VAT treatment for a partly or fully paid invoice.
View all 55
MTD
5
MTD - Authorise Capium to do your clients' VAT Return
MTD - Signing Up A Client for MTD VAT
MTD- Making Tax Digital - Bridging
MTD - How to setup your Agent Services Account and link your Clients
Making Tax Digital for VAT - Authorise Capium to submit your client’s VAT returns
Payroll
Payroll Help Guide
37
Amend Payroll Process
Payroll Dashboard
Manage Payroll
Timekeeping
Process Payroll
View all 37
Payroll FAQs
70
How to download a BACS file
How to submit a Period of Inactivity
How to settle an incorrect SMP submission
How to process year end payroll and change the tax year
How to correct an incorrectly Capium submitted FPS
View all 70
Accounts Production
Accounts Production Help Guide
42
Accounts Production Dashboard
How to prepare a set of Accounts
General Settings in Accounts Production
Accounting Periods
Charts of Accounts
View all 42
Accounts Production FAQs
40
How do I change/remove the sign date of accounts?
How to submit a Dormant set of accounts to Companies House
'Accountants or Auditors report' must be attached with selected Accounts Report
How do I remove the balance sheet for a Sole Trader?
Warning message related to Accounting Policy while generating the reports
View all 40
Corporation Tax
Corporation Tax Help Guide
15
CT600 Requirements
Corporation Tax Dashboard
New CT600 Returns
CT600 Returns - Quick Entry
CT600 Returns - Calculators
View all 15
Corporation Tax FAQs
33
How to deal with Losses brought forward?
How can I report loans to participators?
How to create and submit an amended CT600?
Which Accounts report has to be submitted to HMRC along with CT600?
How can we add supplementary pages in CT600?
View all 33
Self Assessment
Self Assessment Help Guide
42
Self Assessment - Capital Allowances Calculator
Self Assessment Dashboard
SA100 Dashboard
SA100 Assessee Details
Tax Summary
View all 42
Self Assessment FAQs
41
How can we select for the client to pay class 2 NIC voluntarily?
Where would we put the figure for a sole trader's drawings for being self-employed?
My client is above pension age; class 4 NI is still being calculated. How to remove this NI amount?
How a person has been granted NI deferment (so that he only suffers 2% NI on his self-employment)?
Why SA100 pdf attachment for capital gains tax computation not getting attached?
View all 41
Anti-Money Laundering
Capium AML
8
AML - How to guide
AML - Important and Useful Links
AML Check:- International ID Check
AML Check:- UK Company Check
AML Check:- Individual Credit Screens
View all 8
Capium Hub
Capium Hub Overview
5
Capium Hub
Capium Business App
How to bulk download Capiscan receipts
How to approve Capiscan receipts
How to allocate a licence to a customer
Capium Hub Client Information
3
How does a Client User change their password?
Client information - Creating sales and purchase invoices
Capium Hub
Company Secretarial
Company Secretarial Help Guide
12
Capium Company Secretarial Services
How to add a Client through Company Secretarial
Company Secretarial Synchronisation with Capium
How to link staff users to Company Secretarial
Latest Company Secretarial Webinar
View all 12
Company Secretarial User Guides
2
Officers
Confirmation Statements
Company Secretarial User Guides
Shares
0
SME User Information
General
2
User Guide - SME
SME-My Admin (settings) overview
Refresher Courses
Company Secretarial
1
Company Secretarial Refresher
Payroll
1
Advance Payroll Refresher
Accounts Production, Corporation Tax & Self Assessment
1
Accounts Production, Corporation Tax & Self-Assessment Refresher Video
Practice Management
2
Practice Management Refresher Video
Full Suite Refresher
Webinars
Webinar
9
Start up to scale up 1/2
How can Tech help your R & D claims
ITSA MTD How to prepare yourself & your clients
Start up to Scale up webinar 2/2
What is the right pricing structure for your accounting firm?
View all 9
Capisign v2.0
'How to'
12
Single document upload in Capisign
End user single document signing
Multiple document upload in Capisign
End user multiple documents signing
Complete Overview of Capisign
View all 12
Capisign Help Guide
3
Capisign: Sending a file from Accounts Production to get e-signing
Capisign: Sending a file from Corporation Tax for e-signing
Capisign: Sending a file from Self Assessment for e-signing
Capium Pay
Help Guide
9
Capium Pay Workshop
Payment status display
How to send a link to get paid
How to raise a ticket
Mapping Bank Accounts (Capium Pay Bank Reconciliation)
View all 9
FAQ
21
What details does the vendor need to provide to sign up?
What onboarding documents are required?
Why the onboarding details are asked?
“Action Required” status and what to do next
My onboarding link doesn’t work, what should I do?
View all 21
Charity Accounts
Intro into Capium's Charity Accounts
1
An Intro into Charity Accounts Module
Getting Started
13
Setting up a Charity
Charities - Manage
Charity - Tasks
Charity - Funds
Charity- Income
View all 13
Time and Fees
Time and Fees
14
Time and Fees: Dashboard
Time & Fees: Time (Admin Access)
Time and Fees: Reports
Time and Fees: Expenses (Admin Access)
Time and Fees: Time (Staff Access)
View all 14
Capium 365
Capium 365 (Accountant)
5
Capium 365: Books (Accountant)
Capium 365: Documents (Accountant)
Capium 365: Suppliers (Accountant)
Capium 365: Client Portal (Accountant)
Capium 365: How to Purchase Licenses
Capium 365 (Business / Client) Web application
7
Capium 365: Users (Web Application)
Capium 365: Documents (Web Application)
Capium 365: Suppliers (Web Application)
Capium 365: Bank Feeds (Web Application)
Capium 365: Customers (Web Application)
View all 7
Capium 365 FAQs
24
How do I bring my clients into Capium 365?
How do I invite clients to Capium 365?
What does the "Requests" tab mean in the Client Portal in Capium 365?
How will the end user be notified of a “Document Request”?
Can you bulk action multiple document requests at any one time?
View all 24
Capium 365 (Business / Client) App
7
Capium 365 - Bank Feeds (App)
Capium 365 - Customers (App)
Capium 365 - Documents
Capium 365 - Reports (App)
Capium 365 - Settings (App)
View all 7
Help Desk Software
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