Capium Support

Getting Started 19

• How to register with Capium
• How to pay for Capium using GoCardless or Stripe
• Capium pricing
• Capium dashboard overview
• Purchased the Full Suite? Set Up Steps to Get Started

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Importing data 13

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

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General 7

• My Admin 4.0 Overview
• How to send emails to a client with multiple Email Addresses
• SMS Functionality
• How to get a backup of your data
• Add your company logo to reports

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Release notes 2022 1

• Release notes for January 2022

Whitepapers 2

• How to generate leads through digital marketing
• How to win more clients over with a great proposal

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

Practice Management Help Guide 39

• 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 13

• Top Article - How to set up a client and 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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Onboarding 12

• Importing Clients
• A complete guide to Accounts Production
• A complete guide to Corporation Tax
• A complete walkthrough of Bookkeeping
• Importing Contacts (Client Contact)

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Bookkeeping Help Guide 59

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

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Bookkeeping FAQs 51

• 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 4

• 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

Payroll Help Guide 32

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

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Payroll FAQs 67

• How to download a BACS file
• How to submit a Period of Inactivity
• How to settle an incorrect SMP submission
• How does the payroll year end processes work?
• How to correct an incorrectly Capium submitted FPS

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COVID-19 4

• Statutory Sick Pay (Temp Workaround - 27/04/2020)
• Fixed & Flexible Furlough (Updates 01/11/2020)
• Coronavirus (COVID-19) - Useful Links
• Coronavirus Job Retention Scheme (Temp Workaround - 22/04/2020)

Accounts Production Help Guide 40

• 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 37

• 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 29

• 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 37

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

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Self Assessment FAQs 37

• 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 2

• AML - How to guide
• AML - Important and Useful Links

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 2

• How does a Client User change their password?
• Client information - Creating sales and purchase invoices

Company Secretarial Help Guide 8

• 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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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

Bookkeeeping 1

• Bookkeeping Refresher Video

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' 7

• 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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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 0