Administration - System Configuration and Setup

System settings and configuration provides a way of applying specific system settings to cater for the P11D Organiser being allowed to access the internet, configure the way the software sends employee emails etc.


Accessed via the system menu bar in the top left hand side of the system. 


The setting options are divided into four categories, Email, Employer, Comms, and SMTP 


Email

Allowing for the configuration & settings of:-


Email System

Select between Microsoft Outlook, or Internet mail SMTP, 


Sensitivity

Select between Normal, Personal, Private or Confidential (Outlook)


Importance

Select between High, Normal, Low (Outlook)


Read receipt

Select to request an email read receipt (Outlook)

 

Delivery receipt

Select to request an email delivery receipt (Outlook)


Use HTML in body of email

Select to allow HTML formatted text in the body message of the email sent. 

This is useful if you copy/paste text from an existing word document that contains formatting such as bold, italic, colour, embedded HTML links Link to P11D Organiser etc.


Microsoft Outlook dialog

Select to view emails in the native Microsoft Outlook system (not the P11D Organiser's own email dialogue boxes)


or un-check the setting to use the P11D Organisers own email dialogue boxes



Use automation

The most recent outlook clients require the latest communication method of "Automation" when the Organiser attempts to send emails. Older outlook clients will, in the main, happily use the older communication method of MAPI. If you find the email connection failing to logon, this may be down to the use (or lack of use) of Automation.


Send Test Email

Functionality to send a test email (to your own email address) to check that the software is correctly set up to be able to send emails out successfully 


Rebuild Email Systems
Used to refresh the list of available email systems (Microsoft Outlook or Internet Mail SMTP)



Employer



Allowing for the configuration & settings of:-


Employer
Select an Employer from the drop-down list.


File Attachment Naming

Select the naming convention for the email attachment 


Attachment Format

Select the preferred format of the email attachment (PDF or PRN)


Password Protection

This is a licensed feature that allows the PDF documents sent via email to be password protected. Please contact our support or sales team if you wish to activate this additional functionality.


Password make up

This is a licensed feature that allows the selection of the preferred password protection criteria. Please contact our support or sales team if you wish to activate this additional functionality.

 

Change Logo

Browse and select the preferred .jpg graphic file to be used in reports (e.g. your company logo) 




Comms


Allowing for the configuration & settings of:-


Connection type
Configuration for internet connection types, including proxy server settings 


Disable Auto Activation

Toggle to set on/off the functionality that checks for licence activation changes each time the system launches. 


Disable Auto Updates

Toggle to set on/off the functionality that checks for the latest version release each time the system launches. 

 

Enable Hotfixes

By default the system will check for major releases only e.g. Version 2018.2.1. Check hotfixes on if you wish to be notified of ALL updates (including minor releases, patches, etc.)  e.g. Version 2018.2.1.007


Advanced Options

This is a support function only and should only be enabled on explicit instruction from your P11D system support team.


Test Connection to MyP11d

HTTPS connection test to PAS's hosted website: https://www.myp11d.com to check that users of our hosted system can successfully connect to the website to then use the hosted P11D Organiser system.


Test Connection to HMRC

HTTPS connection test to the HMRC Government Gateway secure website: https://transaction-engine.tax.service.gov.uk/submission to check that a connection can be made to the Government Gateway website so that end of year FBI and in-year P46 FBI submissions can be made sucesfully and are not being forbidden/firewalled etc.




SMTP


Allowing for the configuration & settings of:-


Port No

Port number to be used for SMTP email server (e.g. 587)


SMTP Server

Server setting for SMTP mail (e.g. smtp.gmail.com)


User name

User name for the SMTP account used

 

Password

Password used with the SMTP account 


Email from

The email address the system uses whilst sending out emails to employees


Sender name

The sender name the system uses whilst sending out emails to employees.


Reply to

The reply to email address the system uses whilst sending out emails to employees


Use SSL

Toggle ON/OFF for Secure Sockets Layer (or TLS) settings as required by the SMTP service provider.


Send Test Email

To send an email out from the system to a chosen email address so as to test the SMTP email settings entered.