My Digital

This guide provides step-by-step instructions on how to update an existing client within the system.

Navigate to the dashboard and click on the logo to access the "Manage Clients" list.

Find the client you wish to edit and click the "Edit" icon <img src="https://downloads.intercomcdn.com/i/o/ya70wfoc/1503402965/12c8b1acb32d90e71d84fcc688a7/image.png?expires=1765044000&amp;signature=7b5a36d59e1a4632728234e123c6b6fb23eb9270ed0db6b216c749bfb7e02307&amp;req=dSUnFc1%2Bn4hZXPMW3Hu4gdzV5llxVvf4ii2WY2BheAVdOslViB8F%2BoJXAFNf%0APQ%3D%3D%0A" width="26" alt=""> in the corresponding row. This will open a screen displaying all client details.

1. Navigate to the dashboard and click on the logo to access the "Manage Clients" list.
2. Find the client you wish to edit and click the "Edit" icon <img src="https://downloads.intercomcdn.com/i/o/ya70wfoc/1503402965/12c8b1acb32d90e71d84fcc688a7/image.png?expires=1765044000&amp;signature=7b5a36d59e1a4632728234e123c6b6fb23eb9270ed0db6b216c749bfb7e02307&amp;req=dSUnFc1%2Bn4hZXPMW3Hu4gdzV5llxVvf4ii2WY2BheAVdOslViB8F%2BoJXAFNf%0APQ%3D%3D%0A" width="26" alt=""> in the corresponding row. This will open a screen displaying all client details.

All sections below can be modified independently after the initial client configuration is complete.

Updating Client Basic Details ​​<a href="http://help.mydigitalaccounts.com/en/articles/10523097-client-adding-updating-basic-details#h_4621dee2a3">Guide to ​Updating Client Basic Details</a>

Updating Client PAYE and HMRC Details ​<a href="http://help.mydigitalaccounts.com/en/articles/10523263-client-adding-updating-paye-and-hmrc-details#h_cc9623d03b">​​Guide to ​Adding/Updating PAYE and HMRC Details</a>

- Updating Client Basic Details ​​<a href="http://help.mydigitalaccounts.com/en/articles/10523097-client-adding-updating-basic-details#h_4621dee2a3">Guide to ​Updating Client Basic Details</a>
 
- Updating Client PAYE and HMRC Details ​<a href="http://help.mydigitalaccounts.com/en/articles/10523263-client-adding-updating-paye-and-hmrc-details#h_cc9623d03b">​​Guide to ​Adding/Updating PAYE and HMRC Details</a>

Updating Client Bank Details ​<a href="http://help.mydigitalaccounts.com/en/articles/10547359-client-adding-updating-bank-details#h_ad77d56066">​Guide to Adding/Updating Client Bank Details</a>

<a href="http://help.mydigitalaccounts.com/en/articles/10696318-client-adding-updating-pension#h_a1af467ff1">Guide to Adding/Updating Pension Schemes</a>

Updating Pay Items ​<a href="http://help.mydigitalaccounts.com/en/articles/10553251-client-adding-updating-pay-items#h_5b829a80d1">​Guide to Adding/Updating Pay Items</a>

Updating Pay Cycles ​<a href="http://help.mydigitalaccounts.com/en/articles/10575946-client-adding-updating-pay-cycles#h_135343159b">Guide to Adding/Updating Pay Cycles</a>

<a href="http://help.mydigitalaccounts.com/en/articles/12621999-mdp-client-adding-updating-workflow-settings-fps-payslip-scheduler">Guide to Create/Update Workflow Settings - FPS and Payslip Scheduler</a>

Updating Notes ​<a href="http://help.mydigitalaccounts.com/en/articles/10580287-client-adding-updating-notes#h_9341c3ccbf">Guide to Adding/Updating Notes</a>

Updating Organisational Structure ​<a href="http://help.mydigitalaccounts.com/en/articles/10585614-client-adding-updating-organisational-structure#h_4206468f1b">Guide to Creating/Updating Organisational Structure</a>

Domain Verification / Email Sender Setup

<a href="http://help.mydigitalaccounts.com/en/articles/11842935-mdp-client-domain-verification-email-sender-setup">Guide to add email and verify the domain</a>

- Updating Client Bank Details ​<a href="http://help.mydigitalaccounts.com/en/articles/10547359-client-adding-updating-bank-details#h_ad77d56066">​Guide to Adding/Updating Client Bank Details</a>
 
- Updating Pension
 <a href="http://help.mydigitalaccounts.com/en/articles/10696318-client-adding-updating-pension#h_a1af467ff1">Guide to Adding/Updating Pension Schemes</a>
 
- Updating Pay Items ​<a href="http://help.mydigitalaccounts.com/en/articles/10553251-client-adding-updating-pay-items#h_5b829a80d1">​Guide to Adding/Updating Pay Items</a>
 
- Updating Pay Cycles ​<a href="http://help.mydigitalaccounts.com/en/articles/10575946-client-adding-updating-pay-cycles#h_135343159b">Guide to Adding/Updating Pay Cycles</a>
 
- Adding Workflow
 <a href="http://help.mydigitalaccounts.com/en/articles/12621999-mdp-client-adding-updating-workflow-settings-fps-payslip-scheduler">Guide to Create/Update Workflow Settings - FPS and Payslip Scheduler</a> 
 
- Updating Notes ​<a href="http://help.mydigitalaccounts.com/en/articles/10580287-client-adding-updating-notes#h_9341c3ccbf">Guide to Adding/Updating Notes</a>
 
- Updating Organisational Structure ​<a href="http://help.mydigitalaccounts.com/en/articles/10585614-client-adding-updating-organisational-structure#h_4206468f1b">Guide to Creating/Updating Organisational Structure</a>
 
- Domain Verification / Email Sender Setup
 <a href="http://help.mydigitalaccounts.com/en/articles/11842935-mdp-client-domain-verification-email-sender-setup">Guide to add email and verify the domain</a>

By following these steps, you can easily update the client details and settings. 

For further support or enquiries, our team is available to assist you. Just let us know how we can help! 😊

A complete walkthrough for modifying client details

MDP - How to Update a Client Information: A Step-by-Step Guide

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MDP - How to Update a Client Information: A Step-by-Step Guide

Accessing the Client

Updating the Client's Setup details

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