The Charts of Accounts screen lists the built-in accounts in Capium, showing each account name, its account type and its account code.


Navigation > Accounts Production > Settings > Charts of Accounts



Edit an account

  • Select the Action drop-down against the account.
  • Select the edit option and update the details.

Account Type and Account Code cannot be edited.


Add an account

  • + Add Account. You can add accounts to the Profit and Loss section.
  • Select the Account Type.
  • Select the Account Code from the drop-down list.
  • Select the VAT Code, Select if one applies.
  • Leave the account active, or save it as archived. New accounts are active by default.
  • Save. The account is added to the list.


Filter the list

  • Search by account code or account name.
  • Select a letter to list accounts starting with that letter.
  • Use the Statusdrop-down:
    • Normal: enter the account name in the text box to find that account.
    • Archive: lists inactive, archived accounts. To unarchive, edit the account and tick the Active checkbox.

Download the list

Use the PDF or Excel button in the upper right corner to download the list.



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