Video: Recent changes in Myadmin
Navigation: My Admin > Firm Details
When you start working on Capium for the first time, it is essential to complete the mandatory information in the Firm Details section. Below is a guide to the fields you’ll need to fill out, including recent changes and updates.
Client ID
Client Type
Select Contact (The Key Contact for the company for all automated communication)
Select User
Name (Name of the client (entity)
Primary Email
Secondary Email (New)
Phone number
Addresses (Registered Office, Trading, and Overseas) (New)
Business start date
Book start date
Year End
Registration number
UTR number
VAT scheme
VAT registration number
VAT registration date
VAT Submit Type
Account Office Reference Number
PAYE Reference Number
SIC Codes (New)
Summary of Recent Changes:
Secondary Email - You can now add an additional email address for each client.
Addresses - You can now add multiple address types; Registered Office, Trading Address and Overseas Address.
SIC Codes - By entering the Companies House Reference Number, the system will automatically fetch the Company codes. These codes can also link with the Company Secretarial module and all addresses (Registered Office, Trading, and Overseas) are synced automatically.
If you encounter any issues or require further assistance, don't hesitate to reach out to your account manager.