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Overview

Overview Explained

The overview screen holds all key information regarding your company.

This Includes:

  • Payroll Information
  • R&D
  • Account Managers
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From your Home Dashboard, navigate to ‘Overview’ (1)

This will display all important information regarding your company;

  • (2) This section will show Payroll and R&D info (*if applicable). If there are any outstanding payments, there will be an ‘Urgent’ marker next to ‘Payroll’
 
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  • You will be able to review and Liability payments
  • Mark unpaid PAYE liabilities as ‘Paid’
  • (3) Displays information about your Account managers. (Full Name + Email Contact)
 
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