Other Useful Documents and Guides

How to update all employee email addresses when changing to a new domain
Scenario: There may be a circumstance where you would like to update all the email addresses for employees of one of more employer, perhaps due to re-br...
Fri, 21 Aug, 2020 at 12:45 PM
Restricted User Accounts
As the user administrator, it is possible to create restricted accounts and respectively apply roles to certain users, the primary restricted accounts come ...
Thu, 27 Aug, 2020 at 10:41 AM
Transferring Onsite Data to the Hosted/SaaS P11D Organiser
If you have taken the decision to upgrade from an onsite version of the P11D Organiser to the hosted/SaaS version, you will be asked to follow these instru...
Wed, 3 Mar, 2021 at 6:10 PM
Change the naming convention of the P11D Benefit statement PDF file
Why change the name? When sending out P11D benefit statements (or facsimiles) via email, or when saving files as PDFs, you may want to change the naming...
Fri, 26 Mar, 2021 at 1:13 PM
P11D Organiser Functional Specification (version 2021.2.1)
Feature/Function Description     System   Multiple PAYE references Support to maintain and manage multiple companies/PAYE references ...
Tue, 22 Jun, 2021 at 9:14 AM
Setting up Client Server
Navigate to the server on the required machine, and run the Organiser Once logged in, go to the Admin menu and select Setup P11D Client from the bottom ...
Wed, 14 Jul, 2021 at 3:35 PM