Please note: To start with linking your Bank Accounts under Capium please note that you must have already set up the Direct Debit for monthly payments to subscribe for the service.

Step 1 - Ensure the Bank account has been setup in Bookkeeping

Navigation: Bookkeeping > Client Dashboard > Bank > Dashboard > '+ Bank Account'

Quick link to above navigation

Step 2 - Purchase Bank Feed license(s) 

Head to My Admin 4 > My Subscription > Bank Feeds (shown below)

Step 3 - Click the 'Buy' button in the Purchase Feeds box - the below pop-up will appear. 

Select the number of feeds you wish to purchase by clicking the + button (costs are automatically calculated - £1.50 ex VAT per feed)

Step 4 - Set up the Direct Debit for selected number of feeds.

Step 5 - Link Bank account to Capium

Head back to Bookkeeping > Client Dashboard > Bank > Bank Feeds

Click 'Link Bank Account' button and go through the 4 pages to complete the process

Please refer below video to know how to buy licenses for bank feeds in My Admin.

Click here to watch the video