This Article has been created to provide new Capium users with a guide on how best to start using Capium.


Each section of this guide contains an article and a video of the step-by-step processes to setting up the various modules, as well as on how to import data.


General/Getting Started


1. My Admin 4.0 Overview 


2. Import Clients 


3. Import Contacts 


4. Set up Users in My Admin (For Super Accountant)


Bookkeeping


1. Accounting Period Set Up


2. Chart of Accounts 


3a. Contacts Import (Customers)


3b. Contacts Import (Suppliers)


4. Opening Balance Import


5. Purchase Invoice Import


6. Sales Invoice Import


7. Import Receipts & Payments


8. Bank Transactions Import


9. Bank Feeds Set Up (Optional)


Accounts Production 


1. Create Accounting Period (if not already created in Bookkeeping)


2. Trial Balance Import

a. CSV (Comma Separated Values) Import


b. Xero Import


c. QuickBooks Import


3 How to prepare a set of Accounts


Corporation Tax


1. Create CT600


Payroll


1. Payroll Settings


2. Employee Import


3. Year To Date Import (If applicable)


4. Auto-Enrolment Set Up


5. Process Payroll