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PT-X Setup - Training guide to PT-X

 Step by Step guides for PT-X Help

  1. Depending on the version of internet browser you are using, follow the relevent article below to install the smart card plugin - Click here Direct submitters only. Indirect submitters, please proceed straight to number 2.
  2. How to import a data file into PT-X File upload and Manual Data Entry (MDE) - Click here
  3. How to approve payments in PT-X -  Click here
  4. How to submit payments - Click here
  5. How to download Bacs reports - Click here

Related articles

How to setup and configure a MFA key-fob token - Click here

How to setup and configure your PT-X OTP Authenticator app - Click here

How to complete a service qualification plan - Click here

How to automate a submission - Click here

How to manage user accounts - Click here

How to setup PT-X Protect on existing payment profiles - Click here

How to setup user roles and permissions - Click here

How to register smart card certificates - Click here


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