The P11D Organiser
You will have received an email that contains a link to download the latest version of the P11D Organiser software for you to evaluate. This guide will run you through installation and setup of the evaluation version.
The P11D Organiser is very powerful application, and we would encourage you to get in touch with the sales team (on 0161 820 7113 or email@example.com) to set up a web demonstration to get a better idea of the full capabilities of the software.
Once you have downloaded the software from the link provided, double click the setup.exe to initiate the installer. When the installer has started you will be presented with a screen similar to the one shown below:
Confirmation - You will now see a screen to start the installation and choose the installation directory, click Next. Note: The software should not be installed into an area where permission are restricted (e.g C:\Program File (x86)).
When the installation is complete you will see a screen similar to the one below:
There will now be an icon on the desktop to start the application:
Activating the Software
When you first run the software you will be presented with an activation window similar to the one shown below:
You will need to enter the following information (this information needs to be EXACT, we suggest you copy and paste):
|Company name||P11D Evaluation Company Ltd |
If you see a message similar to the one below - you need to click NO
When you click ‘OK’, the software will authenticate against our servers and you should see a message similar to the one shown below – if this fails you will need to call the sales team.
Congratulations! - The P11D Organiser is now installed and ready to use.
Setting up the P11D Organiser for First Use
When you first run the software, you will have to enter an initial password to get started. Ensure the Username is set to ADMIN:
Once selected, enter the password shown below (again this needs to be entered EXACTLY as shown):
This will then take you to a screen where you will set up the Admin password – you will need to enter the current password above again and then enter your new password.
Once complete, you will be presented with a screen that will allow us to set up your main P11D Organiser user account. You will see the ADMIN user account in the list but click the ‘Add’ button at the bottom left.
This will take you to the user maintenance screen where you will be able to enter your own username for the main user and you will also be able to enter the password you wish to use – again this needs to be between 6 and 10 characters and is case dependant.
From the tabs at the top, click ‘Security’, and ensure that the ‘Force Password Change on next login’ check box is NOT checked.
Select ‘OK’ and you will be returned to the user setup screen, and then from the very top left of the P11D Organiser application window, select the ‘File’ menu and ‘Logoff’.
You should now be back at the main login screen, where you can type in the new username and password you created and you will be able to evaluate the full functionality of the P11D Organiser.
NOTE: It is recommended for you to select and use the 2016/2017 Tax year as the sample data and import files are constructed to deal with that specific tax year dates (e.g. car FROM and TO assignment dates)
If you are interested in looking at the importing of data into the software, we suggest you take a look at the ‘evaluation imports’ help document here.