Follow this guide to enter credentials for various Reports Defintions. The process will differ depending on whether you want to enter per-company credentials or use shared agent bureau credentials.
Per company credentials #
- Setup > Report Definitions
- Select the Group or —— for all
- Select the Company if there are multiple companies
- Update the relevant report definition, e.g. GB HMRC DPS, GB RTI FPS/ EPS, etc.
- Enter the Name and Password twice
- Update
Ensure you enter the credentials for all the reports, for example, EPS, FPS and GB HMRC DPS are not shared and will need to be entered separately i.e. 3 times.
Accountant/Bureau shared agent credentials #
- Setup > Credentials
- Add…
- Select the credentials required in Report Templates
- Enter the Name and Password twice
- Update
Ensure you enter the credentials for all the reports, for example, DPS, separate from FPS/EPS and will need to be entered twice.
Tip: when you are evaluating, just enter DPS, which only collects data, versus FPS/EPS, which is used for submission