Capium Support

Getting Started 17

• How to register with Capium
• Capium dashboard overview
• How to add users and allocate permissions
• Capium pricing
• How do I change my password?

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Importing data 14

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

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General 4

• 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

Capium AML 2

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

Bookkeeping Help Guide 55

• Bookkeeping Dashboard Overview
• Sales Dashboard
• Viewing and Creating Recurring Invoices
• Purchase Dashboard
• Adding and Creating Purchase Invoices

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Bookkeeping FAQs 72

• VAT Reverse Charge Services
• 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 2

• MTD - Signing Up A Client for MTD VAT
• MTD - Authorise Capium to do your clients' VAT Return

Payroll Help Guide 19

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

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Payroll FAQs 65

• How do I cease PAYE scheme?
• The BACS file is not downloading, without that we cannot submit payroll.
• Hi, the system is not allowing us to submit the Period of Inactivity
• We have submitted the incorrect EPS to recover the SMP, please suggest what to do
• Please help me to do Final EPS/FPS for the Year

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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 36

• Accounts Production Dashboard
• How to prepare a set of Accounts
• How to Import a Trial Balance from Xero
• How to import a Trial Balance from QuickBooks Online
• Trial Balance

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Accounts Production FAQs 36

• How do I change/remove the approval of accounts date?
• Showing "Date not Available" on the Accounts Production Dashboard
• How to submit a Dormant set of accounts to Companies House
• Showing Comparative Figures with Same Year End Date and no “domiciled in" Details
• 'Accountants or Auditors report' must be attached with selected Accounts Report

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Corporation Tax Help Guide 11

• 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 25

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

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Self Assessment FAQs 34

• 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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Practice Management Help Guide 29

• Practice Management Dashboard
• Email Conversations - Link your Email Inbox to Capium
• Adding Clients manually in Practice Management
• Letters Of Engagement & Proposals (for Prospects)
• Document Sharing & Storage for Accountants and Clients

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Practice Management FAQs 14

• 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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Capium Hub Overview 4

• Capium Hub
• Capium Business App
• How to bulk download Capiscan receipts
• How to approve Capiscan receipts

Capium Hub Client Information 2

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

Company Secretarial Help Guide 4

• 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

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 1

• Practice Management Refresher Video

Bookkeeeping 1

• Bookkeeping Refresher Video