omnilogo

 

Help Index

 

 

 

 

 

 

The help files are stored on the Omniphi website.

If you are connected to the internet when you click on a help button, Omni loads the help file from the internet this guarantees that you access the latest released version.

If you are not connected to the internet, Omni will attempt to locate the help file in your Omni database. There is a risk that these files are out-of-date or not present.

These pages provide help on the use of the Omni software but do not provide guidance on the pensions legislation or on the HMRC manual. It assumed that Omni users will know what the legislation and HMRC require them to do.

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z)

 

 

A

 

 

Accounting Basis

 

Accounting Data

 

Accounts, Draft

 

Accounts, Saving Results

 

Addresses

 

Annual Statements

 

Annuity Data

 

Annuity BCEs

  

APSS301

 

APSS313

 

Archive Scheme Stocks

 

Archiving Members

 

Arrangements

 

Asset Register

 

Associated Company Shares

 

 

Return to Top

 

 

 

B

 

 

Bank Addresses

  

Bank Transactions Dates

  

Bank Accounts

  

Bank Data Feeds

  

Bank Reconciliation

  

Bank Transactions

 

BCE 4 and BCE5A

 

Benefits

 

Borrowing

 

Borrowing Values

 

Return to Top

 

 

 

C

 

Commission, Global

 

Commission, Scheme

 

Contributions And Funds Screen

 

Contribution Tax Relief

 

Return to Top

 

 

 

D

 

Death Benefits and Taxes

 

Diary

 

DIS (Death in Service) Policies

 

Divorce

 

Return to Top

 

 

 

E

 

Expected General Transactions

 

Expected Transactions

 

Expected Regular General Transactions

 

Return to Top

 

 

 

F

 

Fee Automation

 

Fee Menu

 

Fidelity Data Feed

 

File Structure

 

Finstat Feeds

 

Finstat Price Importing

 

Fund Split

 

Fund Split Allocated Fees

 

Fund Split Notes

  

Fund Split PAYE Creditors

 

Return to Top

  

 

G

 

General

 

General Funds

 

Global Address Book

 

Return to Top

 

 

H

 

Holdings Screen

 

Return to Top

 

 

I

 

Internal Transfers

  

Investments

 

Investment Transactions

  

Investment Valuation

 

  

Return to Top

 

 

J

 

 

K

 

 

L

 

Loan Analysis

  

Loans

 

Return to Top

 

 

 

M

 

Member Addresses

 

Member Data

 

Member Info

 

Member Print

 

Member Transition

 

Misc

 

Moving Pension Payments

 

Return to Top

 

 

 

N

 

 

O

 

Other Income

 

Return to Top

 

 

 

P

 

PAYE Manual Payments and Adjustments

 

PAYE Processing

 

PAYE Member Data

 

PAYE New Tax Year

 

PAYE Tax Code Increases

 

PAYE Online

 

PAYE Settings

 

Pension Analysis

  

Pension Payroll Processing

  

Pension Data

  

Pension Schemes Online

 

Pension Schemes Online Settings

  

Pension Schemes Online APSS301

  

Pension Schemes Online APSS313

 

Pension Schemes Return Asset Data

 

Pre 2006 Functions

 

Prepayments

 

Procedures

 

Property Syndicates

 

Property

 

Protected Rights

 

Return to Top

 

 

 

Q

 

 

R

 

Rent Deposits

 

Rent Invoices

 

Rent Shortfalls 

 

Return to Top

 

 

S

 

Scheme data V12 changes

 

Scheme data

 

Scheme Report, Full

  

Scheme Addresses

 

Scheme Advisers

 

Scheme Return Monitoring

 

Settings

 

Shortcut keys

 

Skandia Data Feed

 

SMPI Member Data (Bulk)

 

SIPP RAS Annual Return

 

Stocks

 

Return to Top

 

 

T

 

Tax Reports in Excel

 

Tax Rates

 

Tax Rate Changes 2010

 

Tax Reclaims on Investment Income

 

Taxes on Benefits

 

Tenants

 

Term Deposits

 

Term Deposit Reports

 

Transfers in Drawdown - fund splits

 

Transfers in Drawdown

 

Transfers In

 

Transfers Out

 

Trivial Pensions

 

Trustees Screen

 

Return to Top

 

 

U

 

 

V

 

VAT Changes (17.5% to 15% etc)

 

VAT returns

 

Version 12.7

 

Version 12.8

 

Version 12.9

 

Version 12.9.2

 

Version 14.1

 

Version 14.1 April 2011

 

Vesting Data

  

Vesting Fund Splits

 

Return to Top

  

 

W

 

Worklog 

 

X

 

XL Reports Index

 

XL Reports

 

Return to Top

 

 

Y

 

Z

 

 

 

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z)