Other Useful Documents and Guides

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
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...
Mon, 6 Dec, 2021 at 4:28 PM
P11D Organiser Functional Specification
Feature/Function Description System   Multiple PAYE references Support to maintain and manage multiple companies/PAYE references Multi-us...
Tue, 19 Jul, 2022 at 11:53 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
Office 365 OAuth - Admin Approval
When setting up OAuth for Office 365, you can occasionally come to a screen that says you need Admin Approval - this indicates that within your Organisation...
Tue, 20 Sep, 2022 at 1:45 PM