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

Each section of this guide contains an article and a video which contain step-by-step processes to setting up the Bookkeeping & Payroll, as well as on how to import data.,

The below articles are set to be in Chronological order, representing the order you should follow when using Capium for the first time.


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)


1. Payroll Settings

2. Employee Import

3. Year To Date Import (If applicable)

4. Auto-Enrollment Set Up

5. Process Payroll