Using the P11D Organiser

Payrolling benefits
Background information Historically, private medical insurance payments and other less complicated benefit types have been "payrolled" by employe...
Thu, 14 Jul, 2022 at 4:01 PM
Connecting to Payroll Systems
The P11D Organiser has functionality to make a direct connection with a number of payroll solutions. The purpose of the connection is to directly extract an...
Fri, 19 Feb, 2021 at 1:58 PM
Using Filters
Setting Up Filters The Setup Filter is a function that allows you to define a specific search for employers with a selection of specific search criteria....
Mon, 6 Dec, 2021 at 4:32 PM
Import Templates
Templates **Our recommendation is to use the extract files you create from your systems (or provided from your benefit provider) and use the manual mapping...
Wed, 18 May, 2022 at 11:12 AM
Secure Offsite Backup & Restore
These instructions apply if you have chosen to take advantage of our secure off-site backup facility which allows you, if you so choose, to store a backup o...
Fri, 5 Aug, 2022 at 3:21 PM
Entering Complex/Director's Loans
The P11D Organiser allows you to choose a number of ways to calculate the interest on loans: Official Monthly Actual Daily Official Daily Actual Monthl...
Fri, 12 Mar, 2021 at 12:35 PM
Setting up Gmail OAuth for Emailing
Introduction This guide will run you through the steps of how to set up emailing using Gmail OAuth. While the process is simple it is important to take tim...
Tue, 28 Jun, 2022 at 11:29 AM
New Hosted/SaaS Emailing Options
In the previous version of the P11D Organiser users were able to send out the P11Ds to their employees using our own SMTP server (mail.myp11d.com). We have ...
Mon, 19 Sep, 2022 at 3:07 PM
Align Benefits
Available from the Tools menu: This tool provides a method that can be run to check benefit assignments are in keeping with employee start or leaving dat...
Tue, 2 Aug, 2022 at 3:07 PM
Year End
Available from the Tools menu:This option allows you to re-access the year end routines to run a system archive (if you did not do that at the time of cre...
Tue, 2 Aug, 2022 at 3:07 PM