Overview
The Directors section allows you to add and manage company directors within Accounts Production. Director information can be maintained for reporting purposes and are displayed on the Company's Information page within the reports.
Navigation:
Accounts Production > Settings > Report Settings > Company Contacts > Directors
Steps and Content
Step 1: Add a New Director
Click + Add New Director.
A Contact Details page will open where you can enter the director's information.
Step 2: Enter Director Details
Complete the relevant director information, including the director's name and any additional details required (E.g. Address, Date of Appointment, Cease Date, UTR)
It also allows to create a new account if it does not yet exist as well as create a them as an individual in order to file for Self Assessment.
Once all information has been entered, click Save.
Step 3: Display the Director on Company Reports and other reporting options
If you would like the director's name to appear on the Company's Information page within generated reports, select the Show on Company Information Page checkbox. See screenshot for more reporting options:
Step 4: Edit or Delete a Director
You can manage existing director records using the available actions.
Edit – Update the director's information.
Delete – Remove the director from the company records.
Additional Help
Need Help?
If you need assistance or guidance, please contact your onboarding manager or email Support@capium.com, or call us on 020 3322 5578.