Capium Support

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

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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

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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 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

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Importing data 12

• Importing Sales Invoices
• Importing 'Items' for Sales Invoices
• Importing Purchase Invoices
• Importing Receipts & Payments (Quick Entry)
• Importing Bank Transactions

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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

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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

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Bookkeeping Help Guide 64

• Bookkeeping Dashboard Overview
• Adding an Accounting Period
• Adding an Opening Balance
• Chart of Accounts (COA)
• Sales Dashboard

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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.

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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 Help Guide 37

• Amend Payroll Process
• Payroll Dashboard
• Manage Payroll
• Timekeeping
• Process Payroll

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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

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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

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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

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Corporation Tax Help Guide 15

• CT600 Requirements
• Corporation Tax Dashboard
• New CT600 Returns
• CT600 Returns - Quick Entry
• CT600 Returns - Calculators

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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?

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Self Assessment Help Guide 42

• Self Assessment - Capital Allowances Calculator
• Self Assessment Dashboard
• SA100 Dashboard
• SA100 Assessee Details
• Tax Summary

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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?

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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

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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 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

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Company Secretarial User Guides 11

• Company
• Getting Started
• Shares
• Officers
• General

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Shares 0

General 2

• User Guide - SME
• SME-My Admin (settings) overview

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

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?

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'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

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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

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)

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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?

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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

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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)

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Capium 365 (Accountant) 6

• Capium 365: Books (Accountant)
• Capium 365: Documents (Accountant)
• Capium 365: Suppliers (Accountant)
• Capium 365: Client Portal (Accountant)
• Capium 365: How to Purchase Licenses

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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)

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Capium 365 FAQs 31

• 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?

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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)

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