To customise the colours on the system PDFs, you need to have accounting firm admin access rights.
The full list of PDF’s which will be updated by these colour settings are:
Sales Invoice PDF |
Group Invoice PDF |
Aged Debtors Report – PDF Download |
Timesheet upload & Manual Timesheet > group Invoice Email |
Timesheet upload & Manual Timesheet > individual Invoice Email |
Payslips and Income Statements |
Payslip Resend |
Bulk Payslip Download |
IR35 Role Based Test > PDF Download |
IR35 Contractor Assessment> PDF Download |
SDC Test > PDF Download |
KID Document |
Please note these colour settings do not currently apply to the following PDFs
Credit Note PDF |
P45/P60 Report |
Nest Pension > Postponement letter email |
Bulk Transaction > Pension Auto Enrolment Letter |
Starter Pack |
How to Customise the colours on System PDFs
The customise the colours on the payslips you need to have accounting firm admin access rights.
Navigate to the settings cog in the top right-hand corner of the screen and select “Organisation Settings”
Next, click on the subsection “PDF Theme”
From this section you can customise 5 colours which appear in the payslip:
Colour | Description |
Heading/ Highlight Colour
| This will be the colour of the minor headers |
Primary Background Colour | This will be the background of the major headers |
Primary Text Colour | This will be the text colour of the major headers |
Secondary Background Colour | This will be the background colour of the sub-headers |
Secondary Text Colour | This will be the text colour of the sub-headers |
Text Colour | This will be the colour of the text throughout the PDF |
Each section can be updated by keying in the hex colour directly into the box, or alternatively, you can pick the colour using the colour picker pop up which appears when you click on the text box.
Below the image shows the use of the colour picker to change the Primary colour to Green. The Hex reference has updated based on the selection in the picker and the preview box now displays the colour selected.
Once you have made all the changes you want you can also download a sample PDF to see exactly how your new colours will look in a Payslip.
Remember to press Save before leaving the screen!
If you have made a mistake and want to return to the system default setting you can do this by pressing the button as shown in the image below
