Help Centre
Guides, FAQs and how-tos for every Blankitt product.
Learning Guides
Step-by-step series — start at chapter 1 or jump to what you need.
- HR
HR Setup Guide
6 chaptersA step-by-step walkthrough for HR admins — from a fresh tenant to your first finalised pay run. Covers departments, positions, employees, leave policies, payroll, and the go-live checklist.
- HR
Self-Service Guide for Employees
5 chaptersA short walkthrough for employees logging into Blankitt HR for the first time. Covers profile, leave booking, payslips, onboarding tasks, and reviews.
- HR
Payroll Deep Dive
5 chaptersUnder the hood of the UK payroll engine. Gross-to-net, PAYE + personal allowance, NI categories + director method, pension contributions, and salary sacrifice savings explained.
- HR
Connecting HR and Finance
4 chaptersHow Blankitt HR and Blankitt Finance share employee data. Why HR is the source of truth, what flows between products, how salary changes propagate, and troubleshooting sync delays.
- Finance
Starting a Business
6 chaptersGoing self-employed, business registration, sole trader vs limited company, expenses, record-keeping, Self Assessment, and VAT basics.
- Finance
Growing Up
5 chaptersLimited companies, payroll and PAYE, financial statements, profit and loss, balance sheet, and growing your business with employees.
- Finance
Tools & Features
3 chaptersTour of the Blankitt Finance toolset — banking, invoicing, expenses, reports, and how to use them in practice.
- Finance
Master your AP cycle
6 chaptersFrom "we need to buy X" to "the supplier is paid and reconciled" — the full PR → PO → GRN → Bill → Pay → Reconcile flow as it lives in Blankitt Finance, with the audit trail every step writes.
- Finance
Year-end checklist
6 chaptersA six-chapter walkthrough of closing the financial year in Blankitt — bad-debt review, VAT relief claims, fixed-asset sign-off, period lock, and MTD VAT submission. Built for owner-managers + bookkeepers running a UK limited company.
- Personal Finance
Personal Finance Basics
5 chaptersIncome tax bands, National Insurance, payslips, budgeting, savings, debt, and the UK tax year calendar.
- Edge
Edge Guide
6 chapterseCDN observability fundamentals — Logpush setup, detector tuning, alerts, traffic analysis, and threshold configuration for Salesforce B2C Commerce.
- GRC
GRC Frameworks 101
5 chaptersA structured introduction to compliance frameworks: what they are, why organisations adopt them, and how to map your controls across multiple frameworks at once. Covers ISO 27001, NIST CSF 2.0, and multi-framework strategy.
- Privacy
Getting started with Blankitt Privacy
5 chaptersFrom first sign-in to your first completed request, in five short chapters.
Articles
Quick how-tos and answers to common questions, by product.
HR
79 articlesGetting started
First-week orientation for HR admins
- FAQHow do I add my first employee?Open People > Employees > Add employee. Filling in the form creates the person AND their first employment contract in one go, so payroll, leave and pension all work from day one.
- How-toAdding a new employeeStep-by-step walkthrough for adding a new employee, including the fields that matter for payroll, pension and leave.
People & employees
Adding, editing, and managing employees
- How-toUK right-to-work checksEvery UK employee needs a documented right-to-work check before their start date. Upload to their documents with type=right_to_work + expiry date.
- How-toPosition lifecycle: freeze, close, reopenOpen → Filled (auto on hire) → Open (auto on termination + keep_position_open). Freeze for cost-control hiring pauses. Close for true headcount cuts.
- How-toEditing department, manager, and job titleUpdate an employee's department, manager, or job title from the employee detail page. The active contract is auto-synced so org chart, payroll, and reports stay aligned.
- FAQWhat is the difference between a position and an employee?A position is the seat on the org chart — a budgeted role. An employee is the person sitting in it. Splitting them lets you plan headcount, see vacancies and run honest budget reports.
- How-toEditing the active contract vs creating a new oneCosmetic fixes (typo in job title) — edit the active contract. Anything that changes pay or terms (salary, hours, role) — create a NEW contract so the history is preserved.
- How-toCreating a positionOrganisation > Positions > Add position. Title, department, reports-to position, grade, salary band, budget year. Status starts at "open" — flips to "filled" when an employee is linked.
- How-toBulk-creating positionsUse the bulk endpoint to create N identical positions in one transaction. Useful for "we need 5 of this role" planning.
- How-toReviewing vacant positionsOrganisation > Positions > Vacancies tab. Lists all positions with status=open, filterable by department + budget year. Each row shows whether a job is open against it.
- How-toHeadcount budget vs actual rollupPositions > Budget tab. Aggregates planned cost (salary band midpoint × FTE) and actual cost (active contracts) per department + budget year.
- FAQHow do I send a contract for signing?People > E-signatures > New envelope. Upload a PDF or use the built-in offer-letter template, add recipients (internal or external), and click Send. Recipients sign on the web.
- FAQHow do I terminate an employee?Open the employee detail page > Offboarding tab > Terminate. Set the last day, reason, and whether the position stays open. The system computes accrued holiday and statutory redundancy automatically.
- How-toUploading a document for an employeeUpload contracts, ID copies, certifications, etc. to an employee's document vault. Documents are stored encrypted in R2 and only the owner, their manager, and HR admins can read them.
- How-toTerminating an employeeEnd an employment with full offboarding: accrued holiday, statutory redundancy, position lifecycle, and a generated checklist.
Onboarding
Templates, task types, auto-apply on hire
- How-toSetting up an onboarding templateA reusable checklist of tasks new hires go through. Apply it to one employee, or set it as default so every new hire gets it automatically.
- How-toThe four onboarding task typesEach onboarding task is one of four types: manual checkbox, e-sign, training course, or document upload. Pick the right one when building your template.
- How-toAuto-applying a template on hireMark one onboarding template as Default and every new hire gets it automatically. Different teams can use different templates by skipping the default and applying manually.
Leave & time off
Booking, balances, statutory leave, public holidays
- How-toOpening a statutory leave absenceFor SMP/SPP/SPL/SAP/SSP/SBP/Carers/Jury — open an absence with the right qualifying date and the system runs eligibility + generates the payment schedule automatically.
- How-toHow accrued holiday is calculated on terminationPro-rated annual entitlement based on days worked in the leave year minus days already taken. Excludes statutory bank holidays already taken.
- FAQHow is accrued holiday calculated on termination?Pro-rata of annual entitlement based on days worked in the leave year minus days already taken. Shown automatically on the offboarding tab.
- FAQHow does leave booking work?Each employee has balances per leave policy (e.g. Annual, Sick). Requests go through pending → approved/rejected, and balances are debited automatically on approval.
- FAQWhat statutory leave types are supported?SMP, SPP, SPL, SAP, SSP, SBP, Carers leave, and Jury Service. Each has its own calculator that checks eligibility (continuous service, AWE) and produces a per-week payment schedule.
- How-toCreating a leave policyDefine a leave type (Annual, Sick, Unpaid, Sabbatical, etc.) with allowance, accrual method, and carry-over rules. Policies apply tenant-wide and per-employee balances inherit from them.
- How-toApproving leave requestsReview pending leave requests on the Leave page, see the team calendar to spot conflicts, and approve or reject with a single click.
- How-toSetting public holidaysPublic holidays automatically exclude from working-day counts in leave calculations. Defaults are loaded for England/Wales, Scotland, and Northern Ireland.
E-signatures
Sending and signing contracts, offers, NDAs
- How-toCreating an e-signature envelopeSend any document for electronic signature — offer letter, contract, NDA, or anything else. Recipients can be internal or external.
- How-toVoiding an envelope and sending remindersCancel an envelope before everyone signs (Void), or nudge a recipient who hasn't signed yet (Remind). Both actions are logged.
- How-toReading the audit certificate on a signed PDFEvery signed PDF ends with an audit certificate page showing exactly who signed when, from where, and the full chronology of events.
- How-toSending to external signersFor candidates pre-hire, contractors and other people who don't have a Blankitt account. They get a one-time link to a public signing page.
Payroll & pension
Pay runs, tax codes, sacrifice, pension auto-enrolment
- FAQWhat happens at the end of the UK tax year?On 6 April, the tax year flips. YTD totals reset, tax codes carry forward (with HMRC-issued changes), and the new annual rate tables come into effect.
- How-toExporting payroll to Xero, Sage, or BrightPayFrom a finalised pay run, click Export. Pick Xero (manual journal CSV), Sage 50 Payroll (per-employee CSV), or BrightPay (variable pay CSV).
- How-toAdding a student loanEmployee detail > Employment > Student loans > Add. Pick the plan (1/2/4/5/Postgrad) + effective_from. Adding ends any previous loan of the same flavour.
- FAQWhat are NI categories and when do I override?Eight categories cover most cases. Default A. Override for directors (C), under-21s (M), apprentices under 25 (H), and veterans (V), plus deferment.
- FAQWhat tax codes are supported?Standard codes (1257L, BR, D0, D1, 0T, NT), K-codes (K200), Scottish (S prefix) and Welsh (C prefix) variants, and the W1/M1 non-cumulative suffix.
- FAQHow do I create a pay run?Payroll > Pay runs > New pay run. Set the period and payment date, click Calculate, review the per-employee breakdown, then Finalise to lock.
- FAQWhat does finalising a pay run mean?Finalising locks the per-employee lines and totals. After that: payslips can be downloaded, exports become available, and (when ready) RTI submission can fire.
- How-toSetting up a pension providerSettings > Pension. Pick the provider, contribution rates, contribution mode, and earnings band. Applies company-wide with per-employee overrides if needed.
- FAQWhich pension providers are supported?Any provider — Blankitt HR is provider-agnostic and records contributions for export. Direct API integration with NEST and People's Pension is on the way.
- How-toTroubleshooting a pay runCommon pay-run issues and what to check first. While a run is in draft, you can re-calculate as many times as you need.
- How-toUK statutory redundancy formula in detailSum over years of (age_multiplier × weekly_pay), capped at 20 years + £700/wk (FY26-27). Tax-free up to £30k. Calculator runs automatically when reason=redundancy.
- FAQHow do student loans work in payroll?Five UK plans supported (Plan 1/2/4/5/Postgrad). Set on the employee, applied per-period in pay runs above the plan threshold at the plan rate.
- FAQHow is statutory redundancy calculated?UK formula: age × years × weekly pay capped at £700 (FY26-27). Max 20 years. Shown automatically when termination reason is redundancy.
- FAQMy pay run looks wrong — what now?Common causes: missing tax code, wrong NI category, salary sacrifice misconfigured, statutory absence not opened, prior-run YTD missing. Re-calculate is idempotent until finalise.
- FAQHow does salary sacrifice work?Set up a sacrifice arrangement on the employee detail page. The engine reduces niable + taxable pay BEFORE PAYE/NI/pension calc, so the saving is automatic from the next pay run.
- How-toOverriding NI category for an employeeEmployee detail > Employment > NI category. Default A. Override for under-21 (M), apprentice under 25 (H), director (C + is_director flag), veteran (V), or deferment (J/Z).
- How-toSetting your pay frequencyPick monthly, 4-weekly, fortnightly, or weekly. Also set period_end_day (e.g. day 25 for a 26th-of-month payday) and payment_lag_days.
- How-toAdding a tax code for an employeeOpen the employee detail page > Employment tab > Tax codes. Add a code with effective_from date. Adding a new code auto-closes the previous one.
- How-toCreating a pay runPay runs > New pay run. Set period and payment date, click Create, then Calculate to populate per-employee lines. Finalise to lock.
- How-toAuto-enrolling an employee in pensionWhen an employee meets the UK auto-enrolment criteria (age + earnings), the Pension page flags them. Click Enrol to start contributions in the next pay run.
Performance & growth
Reviews, 360s, calibration, learning, recruitment
- How-toCreating a performance review cycleGrowth > Performance > New cycle. Pick type (annual, mid_year, probation, 360), set the timeline, and bulk-create one review per employee.
- How-toRunning a calibration sessionCalibration lets senior leaders normalise ratings across managers in a cycle. Manager locks → moderator overrides with reasons → session close writes a permanent audit trail.
- How-toConfiguring 360 feedbackFor a 360 cycle: configure the cycle (nomination mode, min reviewers, anonymise floor), add nominations, and reviewers submit feedback. The subject sees an anonymised rollup post-acknowledgement.
- FAQHow do I run a performance review?Performance > Cycles > New cycle. Pick the type (annual, mid-year, probation, 360), assign employees, set the timeline, then employees and managers complete reviews from the Performance page.
Recruitment & ATS
Jobs, candidates, interviews, offers, atomic hire
- How-toCreating a job openingGrowth > Recruitment > New job. Title, department, description, salary band, link to position (recommended). Status open = visible to candidates.
- How-toRecruitment pipeline stagesCandidates progress: applied → screening → interview → offer → hired. Or rejected at any stage. Move them with the stage dropdown on the candidate detail page.
- How-toAccepting an offer — the atomic hireOne click creates the employee, their first contract, applies the onboarding template, fills the position, and notifies Finance. Everything in one step.
- FAQHow does the recruitment pipeline work?Jobs hold candidates who move through stages: applied → screening → interview → offer → hired. Accepting an offer atomically creates the employee, first contract and onboarding tasks.
Learning & Development
Training records, mandatory training, budgets
- How-toAdding a training recordEmployee detail > L&D > Add training record. Course name, completion date, expiry, certificate upload. Compliance tab rolls up across employees.
- FAQHow does mandatory training compliance work?Define mandatory courses + who needs them. The compliance check shows pass/fail per employee with the missing-courses list.
- How-toSetting up mandatory trainingGrowth > L&D > Mandatory training. Define courses + applicability + validity. Compliance tab shows per-employee pass/fail with missing courses.
Employee Relations
Case log: disciplinary, grievance, PIP, TUPE
Self-service portal
Inviting employees, payslips, personal documents
- How-toSelf-linking your admin account to an employee recordIf you set up HR before hiring yourself into the company, your admin user isn't linked to an employee record. Self-link from My profile so you get payslips, leave, etc.
- How-toEmployees: booking your own leaveFrom My leave you can see your balances, the team calendar, and book new leave. Requests start as pending until approved by your manager.
- How-toEmployees: finding your payslipsUnder My payslips, every finalised pay run that includes you shows with a download button. PDFs are ERA s.8 compliant with YTD totals.
- FAQHow do I invite an employee to the self-service portal?From the employee detail page click Send invite. They receive a one-time link valid for 7 days that lets them set a password and link their portal user to their employee record.
- How-toInviting an employee to self-serviceSend a one-time magic link that lets an employee view their own profile, leave, documents, payslips, onboarding tasks, and reviews.
Settings & admin
Email providers, account codes, payroll config
- How-toSettings overviewA tour of the Settings page: General, Payroll, Pension, Leave policies, Public holidays, Onboarding templates, Email providers, Account codes, HMRC ref.
- How-toConnecting Microsoft 365 for outbound emailSend HR emails from your own corporate domain instead of a Blankitt no-reply address. The setup requires a small amount of Azure admin work; this walks through it.
- FAQWhich email providers can I connect?Microsoft 365 (OAuth), Google Workspace (OAuth), or Resend (API key). One active provider per tenant. Falls back to Blankitt-owned email if unset.
- How-toCustomising Xero account codesSettings > Payroll > Account codes. Override the 6 defaults (477 wages, 478 ERNIC, 479 ERPension, 814 wages payable, 815 PAYE/NI payable, 816 pension payable).
Integrations
How HR connects to Finance and other Blankitt products
- FAQHow does Blankitt HR integrate with Blankitt Finance?Blankitt HR is the master record for your people. Anyone you add, update, or terminate in HR shows up in Finance automatically — usually within a few seconds.
- How-toHow HR and Finance share employee dataBlankitt HR is the master record. Finance reads your employee list from HR live — there is no second list to keep in sync.
- How-toWhat the Finance Team page showsFinance shows your employees from HR — name, role, manager, salary. It's read-only there; edit anything in HR and it updates.
Reference
Rate cards, tax codes, NI categories, roles, audit, GDPR
- FAQWhat roles exist in Blankitt HR?Six roles cover most needs: Admin, Manager, Payroll Admin, Recruiter, Employee, and Calibration Moderator. Granted to users in the Portal under Users.
- FAQCan I export all my HR data?CSV exports exist today for pay runs (Xero/Sage/BrightPay). Per-employee data access for GDPR requests is via support. A self-service full export is coming.
- FAQWhat does the audit log capture?Every sensitive action — sending invites, approving leave, signing documents, finalising pay runs, calibration overrides — is logged with who, what, when and from where.
- How-toReading the audit logWhere to find audit history today, what it contains, and how to ask for a search over older data.
- How-toHR roles and permissionsSix HR roles control who can do what. Granted in Portal under Users. Walks through each role's reach and how to grant or revoke.
Finance
141 articlesFrequently Asked Questions
Tax & HMRC
- FAQWhat HMRC categories should I use?Use the categories that match your expense type. Each maps to the correct Self Assessment box.
- FAQWhere are my Companies House deadlines?Go to Settings → Filing Deadlines. Enter your incorporation date to generate deadlines.
- FAQHow is Corporation Tax calculated?19% for profits under £50k, 25% for over £250k, marginal relief between.
- FAQWhere can I see the CT600 report?Go to Reports → CT600. It calculates your Corporation Tax based on your P&L data for the financial year.
- FAQDo I need to file a Self Assessment?Not sure? Use our quick Self Assessment checker to find out in about 2 minutes.
- FAQIs the tax estimate accurate?It's an estimate based on current rates. It's not tax advice — consult an accountant for your actual return.
Procurement
- FAQWhat's the difference between a PR and a PO?PR is the internal pre-spend ask routed through approval; PO is the formal commitment to the supplier once the PR is approved.
- FAQCan I edit a PO after sending it to a supplier?No — sent POs are locked. To change quantity or price, cancel and raise a new PO; for admin tweaks use a PO change note.
- FAQWhat does three-way match check?Per bill line: quantity within PO remaining, unit price within 2% of PO, and GRN coverage sufficient. Variances flag, don't block.
- FAQWhy is my PO stuck in pending_approval?An approval policy matched — total over threshold or doc/department triggered a sign-off rule. Check Settings → Approval policies.
- FAQHow do GRNs affect PO status?GRNs flip a sent PO to "partial" or "received" based on quantities received vs ordered. "Closed" is separate and explicit.
Banking & reconciliation
- FAQHow do I connect my bank account?Bank feeds use Open Banking. Go to Bank Feeds and click Connect.
- FAQHow does mileage tracking work?Log trips with distance and purpose. HMRC approved rates (45p/25p per mile) are applied automatically.
- FAQWhat does reconciliation do?It matches your bank transactions to invoices and expenses so your books are accurate.
- FAQHow does bank-payment auto-match work?The matcher links incoming bank lines to outstanding bills and invoices by amount, reference, name, and date.
- FAQWhat's the difference between "paid" and "reconciled"?Paid means the books show the payment; reconciled means it's matched against a real bank transaction.
- FAQCan I import historical bank balances?Yes — the Migrations wizard handles opening balances and pre-cutoff transactions so they don't muddle the rec inbox.
- FAQWhy is my opening balance different from my bank?Usually unreconciled transactions across the cutoff date, in-flight cheques or BACS, or bank fees you haven't booked.
- FAQHow do I see what's outstanding at a point in time?Run Aged Debtors or Aged Creditors with an "as at" date — outstanding net of payments and active provisions, bucketed by aging.
- FAQCan I compare two periods side by side?Yes on the P&L — toggle Comparative and pick a prior period; variance % per row renders alongside.
- FAQWhat's the difference between aged debtors and aged creditors?Debtors = customers who owe you; creditors = suppliers you owe. Same aging buckets, opposite sides of the ledger.
Payments
- FAQWhy didn't my supplier get a remittance email?Three reasons surface on the run's remittance card — no email on file, opted out, or a send failure.
- FAQShould I use BACS or Faster Payments?BACS for the weekly/monthly batch run; Faster Payments for urgent single-bill settlements.
- FAQHow long does a BACS payment take to clear?Three working days under the standard BACS cycle — submit the file three days before the date you want it to land.
- FAQWhat if a BACS payment is rejected?Reject the failed item, fix the supplier bank details, raise a fresh single-bill run to clear it.
- FAQCan I cancel a payment run after exporting?No — once exported, the BACS file is at your bank; your only recall route is via the bank itself.
Bills (AP)
- FAQHow does bill OCR work?Upload or email a bill PDF and OCR parses the headers onto a draft for operator review.
- FAQWhat is the OCR allowance and what happens when I exceed it?Each plan tier includes a monthly OCR quota; overage is either blocked or billed via PAYG depending on your settings.
- FAQCan I email bills directly to my tenant?Yes — every business tenant gets a unique inbound alias that turns emailed PDFs into draft bills.
- FAQWhy is a bill stuck in "draft" status?Draft means it hasn't been Sent — usually because a required field is missing, the three-way match failed, or approval is pending.
- FAQCan I record a partial payment on a bill?Yes — Record Payment accepts any amount less than the total; the bill flips to partial and outstanding tracks the balance.
Bad Debts
- FAQWhat's the difference between a specific and a general bad-debt provision?Specific provisions name a single doubtful invoice; general provisions apply a % per aged bucket across all AR.
- FAQWhen can I reclaim VAT on a bad debt?HMRC VAT Notice 700/18 lets you reclaim output VAT once an invoice is 6+ months overdue and written off in your accounts.
- FAQWhat happens if a customer pays after I've written off the debt?Record the payment to a bad-debt-recovered income account, and Blankitt auto-reverses any VAT relief you claimed.
- FAQDoes Blankitt double-count specific and general provisions?No — the general-provision calc nets active specific provisions out of AR before applying the bucket percentages.
Invoicing & payments
- FAQWhen does an invoice affect my accounts?Only when you send it. Draft invoices don't post to the general ledger.
- FAQHow do I record a payment?Open the invoice and click "Record Payment". This creates a GL entry.
- FAQCan I send invoices in other currencies?Yes, multi-currency invoicing is supported with automatic exchange rate conversion.
- FAQAccounts Receivable vs Accounts PayableAccounts Receivable (AR / Sales) is money customers owe you. Accounts Payable (AP / Spending) is money you owe suppliers. Two sides of the ledger.
- FAQBill vs Receipt — what is the difference?Accounts payable FAQ: a bill is money you owe before payment; a receipt is evidence of money already spent. Use bills for terms, receipts for at-the-till spend.
Approvals
- FAQHow do approval policies work?Policies gate document submissions by type, threshold, and approver — submitted documents sit in pending_approval until decided.
- FAQCan I delegate my approvals when I'm out?Yes — route pending and future approvals to another user for a fixed date window via Settings → Approval delegation.
- FAQWhat's an approval SLA?A target time-to-decision in hours, used for inbox sort order and overdue badges. Defaults to 24h per policy.
- FAQCan I approve documents I raised myself?No — the engine excludes the raiser from the approver pool as a segregation-of-duties control.
Time tracking & projects
- FAQHow do I bill time to a client?Approve time entries first (submit → approve), then select approved entries and click "Bill Selected" to create an invoice with line items from your time.
- FAQHow do I set up a project?Go to Projects, click New Project. Link it to a client, set an hourly rate and optional budget. Time logged against the project auto-calculates billing amounts.
- FAQHow do I track time?Go to Timesheets. Use the Timer tab to start/stop a timer, the Weekly tab for a grid view, or the Entries tab to add time manually.
- FAQWhat's the approval workflow?Time entries go through: Draft → Submitted → Approved → Invoiced. Only approved entries can be billed.
Cash flow & budgeting
- FAQHow do I set a budget?Go to Reports → Budget vs Actual → Manage Budgets. Create budgets per expense category with monthly or annual amounts.
- FAQWhat are the forecast scenarios?Expected uses your averages. Optimistic assumes 10% more revenue and 5% less expenses. Pessimistic assumes 10% less revenue and 10% more expenses.
- FAQWhat does "runway" mean?If your business is spending more than it earns, runway is how many months until your cash runs out at the current rate. If you're profitable, runway is infinite.
- FAQWhat are subscription classifications?We detect recurring payments. You classify each as a subscription (Spotify) or regular bill (rent).
- FAQHow does the cash flow forecast work?It projects your future cash balance using 12 months of historical revenue and expenses, detected recurring patterns, and known upcoming payments. Three scenarios show best/expected/worst case.
Multi-entity
- FAQWhat is multi-entity?If you run multiple businesses or trades, each can have its own set of books (accounts, invoices, contacts) under one Blankitt account. Available on Multi and Group tiers.
- FAQHow do I create a new entity?Go to Entities page, click Create Entity. Give it a name and business type. Each entity gets its own chart of accounts and data.
- FAQHow do I switch between entities?Use the entity dropdown in the sidebar (below your plan badge). Switching immediately loads that entity’s data.
- FAQCan I see combined reports across entities?Consolidated cross-entity reporting is coming soon. For now, each entity has its own reports.
Plans & upgrades
Groups & family sharing
- FAQHow do shared expenses work?Create a group, add members, log shared expenses. The app calculates who owes what.
- FAQCan non-Blankitt users be in a group?Yes, add them by name. They can be upgraded to full users later.
- FAQHow do I set up pocket money for my child?In a Family group, go to the Children tab → Add Child. Set their name, age, and pocket money amount + frequency (weekly or monthly). A recurring rule is created automatically.
- FAQCan my child log their own spending?Children aged 13+ (teen) can log their own expenses within spending limits. Under 13s have their expenses logged by a parent.
- FAQHow do savings goals work?Create goals with a name, emoji, and target amount. Children transfer money from their balance into goals. Progress is tracked with a visual bar.
- FAQWhat happens if a child exceeds their spending limit?The expense is blocked. The child (or parent) sees a message explaining the limit has been reached for the period.
Working with your accountant
- FAQHow does my accountant access my books?Go to Settings → Users → Invite, enter their email and select the "Accountant" role. They’ll receive an email to accept the invitation.
- FAQWhat can my accountant see?Accountants can view your Dashboard, transactions, invoices, contacts, reports, bank feeds, and tax data. They cannot change settings, invite users, or delete data.
- FAQCan my accountant access multiple clients?Yes. Each client invites them separately. The accountant uses the client dropdown in the sidebar to switch between clients.
- FAQIs my data safe with an accountant?Yes. Accountants have read-heavy access. They can post transactions and record payments but cannot delete data, change settings, or manage your team.
Cap table & company structure
- FAQWhat's the difference between a director and a PSC?Cap table FAQ: difference between a director and a PSC.
- FAQWhy don't I see the Company section in the sidebar?Cap table FAQ: why the Company section is missing from your sidebar (it's Ltd-only).
- FAQWhy can't I cease a shareholder?Cap table FAQ: why Blankitt refuses to cease a shareholder who still holds shares.
- FAQCan I delete a share class once shares are issued?Cap table FAQ: can I delete a share class once shares are issued?
- FAQWhat nominal value should I use for my share class?Cap table FAQ: what nominal value should I use for my share class?
- FAQWhen will Options, Convertibles, and Funding Rounds be available?Cap table FAQ: when Options, Convertibles, and Funding Rounds will be available.
- FAQWill Blankitt file directly with Companies House?Cap table FAQ: will Blankitt file directly with Companies House?
- FAQDo I need to use share certificate numbers?Cap table FAQ: do I need to use share certificate numbers?
- FAQWhich PSC threshold should I tick?Cap table FAQ: which PSC threshold should I tick?
- FAQWhat vesting schedule should I use?Cap table FAQ: standard UK startup vesting curves and when to deviate.
- FAQWhat is dilution and how do I read the preview?Cap table FAQ: how new share issuances dilute existing holders' percentages.
- FAQHow does the SAFE conversion calc work?Cap table FAQ: the cap-vs-discount mechanic that determines how many shares a SAFE gets at conversion.
Procurement
Purchase requests, purchase orders, GRNs, three-way match
- How-toSave a purchase request as a reusable templateTurn a recurring PR (monthly AWS top-up, team lunch claims) into a one-click clone with header + lines pre-filled.
- How-toSend a purchase order to a supplierLock the commitment, email the PO PDF to the supplier, and start the receive/match clock.
- How-toReceive goods and create a GRNRecord what actually arrived against a sent PO, flip the status, and arm the three-way match.
- How-toThree-way match a bill against PO and GRNAutomatic check that supplier bill quantity, price, and goods received all line up before you pay.
- How-toRaise a purchase requestFormalise an "I need to buy X" ask. Runs through your approval policy before a PO is committed.
Payments
BACS payment runs, Faster Payments, remittance
- How-toCompose a BACS payment runBatch multiple approved supplier bills into one BACS file your bank can ingest.
- How-toReconcile a payment run after the bank confirmsFlip a finalised run to paid once the bank confirms; handle BACS rejections per item.
- How-toRemittance advice — sending and supplier opt-outAuto-email suppliers a PDF remittance on first export; honour per-supplier opt-outs.
- How-toPay a bill with Faster PaymentsOne-shot urgent payment for a single bill. Generates an instruction PDF you paste into your bank.
Bad Debts
Specific + general provisions, write-off, VAT relief
- How-toRaise a specific bad-debt provision against an invoiceName a doubtful customer invoice and post the provision journal. The receivable stays on the books until written off or recovered.
- How-toVAT bad-debt relief — claim back output VAT after 6 monthsWhen a sales invoice is 6+ months overdue and written off, Blankitt auto-claims the output VAT back via Box 4 on your next return.
- How-toConfigure the General Provision policyApply a % per aged AR bucket and post a single bad-debt journal at period-end.
Approvals
Approval policies, delegation, SLAs
- How-toConfigure an approval policyDecide which document submissions need sign-off — by document type, total threshold, raiser, and approver role.
- How-toDelegate approvals when you're out of officeRoute pending and future approvals to another user for a fixed date window — holiday cover, parental leave, sabbatical.
Integrations
HMRC MTD, Stripe Connect, Companies House, Xero/QuickBooks
- How-toConnect HMRC MTD for VAT submissionAuthorise Blankitt with HMRC once, then file your VAT returns directly from your invoice + expense data.
- How-toConnect Stripe to accept customer card paymentsLet customers pay sales invoices by card. Money settles to your Stripe account; invoices auto-mark paid.
Bank & Reconciliation
Business Management
- How-toSector TemplatesChoose an industry template to pre-configure categories and accounts.
- How-toCompanies House DeadlinesTrack filing deadlines for UK limited companies.
- How-toManaging Multiple EntitiesSet up and switch between separate business entities.
- How-toChart of AccountsThe master list of every GL account. Customise codes, names, types. Archive unused accounts. Some accounts auto-create when you first use a feature.
- How-toAccountant PortalAccess and manage multiple clients' books from one account.
Getting Started
- How-toConnecting Your Bank AccountAuthorise once via Open Banking and transactions flow in automatically. Multi-account per bank supported. Consent renews itself before it expires.
- How-toGetting started with Blankitt Personal FinanceGetting started with Blankitt Personal Finance couldn't be easier. Once signed in, you'll be presented with the "Welcome to Blankitt Finance" section to help get you started.
- How-toSubscription ManagementClassify recurring payments as subscriptions or regular bills.
- How-toSelf-Assessment Eligibility CheckFind out whether you need to file a UK Self Assessment tax return.
- How-toChildren's AccountsPocket money, savings goals, and spending categories for kids.
Invoicing & Billing
- How-toProject BillingCreate projects, set rates, and invoice approved time entries.
- How-toTime TrackingUse the timer, weekly grid, or entry list to log and submit hours.
- ReferenceVerifying supplier bank detailsHow the bank-detail change verification works — the callback modal, the change log, why supplier-impersonation invoice fraud is the £35B UK problem this control prevents.
- ReferenceSupplier-Employee cross-checkDetects shell-company fraud: an employee creating a fake supplier in their own name or under their personal domain, then submitting bills against it. Inline + manual scan.
- How-toReconciling supplier statementsUpload a supplier statement as CSV, auto-match every line against your AP ledger, resolve discrepancies, lock the statement for the audit trail.
- How-toSetting up an approval matrixConfigure custom approval policies. Match by amount, supplier, category; chain stages; control priority. The matrix routes bills, POs and payment runs through the right approvers.
- How-toBill approval workflow basicsHow approval policies route bills through sign-off. Single-stage and multi-stage support, role-based approvers, segregation of duties, the default £1,000 policy.
- How-toPaying a bill and recording the paymentAccounts payable: mark a bill as paid. Posts the supplier payment journal (DR AP, CR Bank) and clears the outstanding payable.
- How-toRecording a bill from a supplierAccounts payable: enter a supplier bill (purchase invoice) including supplier, bill date, due date, expense account and VAT reclaim.
- How-toBills and Accounts PayableAccounts payable — bills you owe to suppliers. Record purchase invoices, track ageing, mark paid. The AP side of the ledger.
- ReferenceDormant supplier alertsWhy bills to suppliers who have been inactive for 12+ months fire an amber banner — re-activated dormant suppliers are a common fraud signal.
- How-toMerging duplicate suppliersWhen the duplicate detector flags two suppliers as likely the same, how to review, merge (repointing all invoices), or dismiss the suggestion.
- How-toCapture a bill by emailing it inForward (or have suppliers send) a bill to your tenant's unique inbox. OCR parses it into a draft for review.
- How-toOCR allowance, PAYG, and what happens at the capHow your monthly OCR quota works per Finance tier, what happens during trial, what happens when you hit the cap, and how PAYG overage is billed.
- How-toRecord a partial payment on a billLog an instalment that's less than the bill total. The bill flips to partial; outstanding tracks the balance.
- How-toTrack time on a project and bill it to the clientLog hours against a project, get them approved, and convert unbilled time into a draft sales invoice.
Reports & Analysis
- How-toCash Flow ForecastProject future balances with scenario modelling.
- How-toBudget vs ActualSet budgets by category and track variance month by month.
- How-toAged Debtors & CreditorsMoney owed to you and money you owe, grouped into ageing buckets. Now partial-payment-aware and net of any active bad-debt provisions.
Company & Cap Table
Statutory registers and cap table for UK limited companies.
- How-toThe Company section — overviewCap table & company structure: statutory s113 / s162 / s790 registers, share classes, share transactions.
- How-toSetting up share classesCap table foundation: define share classes (Ordinary, Preferred A, growth shares).
- How-toAdmitting and managing shareholdersCap table & s113 register: admit shareholders and keep their details up to date.
- How-toIssuing new sharesCap table: record a share issuance to grow the share count.
- How-toTransferring shares between shareholdersCap table: transfer existing shares between shareholders. The cap stays the same.
- How-toBuying back sharesCap table: record a buyback. The company buys its own shares back and the cap shrinks.
- How-toAppointing and managing directorsCap table & s162 register: appoint, edit, and resign directors.
- How-toMaintaining the PSC registerCap table & s790 register: record People with Significant Control.
- How-toDownloading statutory register PDFsCap table: download statutory s113, s162, and s790 register PDFs.
- How-toPlanning and closing a funding roundCap table: open a round, preview dilution, then atomically close with all the investor allocations.
- How-toIssuing EMI, CSOP and unapproved option grantsCap table & EMI: define a vesting schedule, grant options, track vesting, record exercises.
- How-toSAFEs, CLNs, and ASAs explainedCap table: issue convertibles (SAFE / CLN / ASA), preview the cap-vs-discount calc, convert at the next round.
- How-toReading the exit waterfallCap table: model what each shareholder receives at exit by walking liquidation preferences then common pro-rata.
DMARC
37 articlesGetting started
Set up DMARC monitoring: add a domain, publish your record, connect a mailbox
- How-toConnect a Microsoft 365 or Google Workspace mailbox for syncHow to connect an existing Microsoft 365 or Google Workspace mailbox so Blankitt imports DMARC reports already arriving there, and how to set the polling schedule.
- FAQHow long until I see data?What to expect after setup — when your first DMARC reports arrive and your dashboard starts to populate.
- How-toAdd your first domainHow to add the domain you want to monitor on the Domains page, and what happens next.
- How-toFind your ingest address and publish your _dmarc DNS recordHow to find your unique Blankitt ingest address in Settings and publish it in your domain's _dmarc TXT record so aggregate reports arrive automatically.
- How-toSet up DMARC monitoring in Blankitt — overviewThe four-step journey from connecting your first domain to reaching a fully enforced DMARC policy, with links to the detailed how-to for each step.
DMARC concepts
SPF, DKIM, DMARC, alignment and related records explained
- ReferenceWhat is DMARC and why it mattersA plain-English introduction to DMARC: what the standard does, how it builds on SPF and DKIM, and why it protects your domain from spoofing and phishing.
- ReferenceSPF explained: authorising your senders (and the 10-lookup limit)How SPF authorises sending servers, what SPF alignment means for DMARC, and the 10-DNS-lookup limit that quietly breaks many records.
- ReferenceDKIM explained: selectors, signing and alignmentHow DKIM cryptographically signs your mail, how selectors and DNS public keys work, and what DKIM alignment means for DMARC.
- ReferenceDMARC alignment: why mail can pass SPF/DKIM yet fail DMARCThe number-one source of confusion explained: a message can pass raw SPF and DKIM and still fail DMARC because neither result is aligned with the visible From: domain.
- ReferenceDMARC policy levels: p=none, quarantine, reject and pctWhat each DMARC policy level does, how the pct tag stages a gradual rollout, and how to progress safely from monitoring to full protection.
- ReferenceRelated records: BIMI, MTA-STS and TLSRPTA brief tour of the email records that sit alongside DMARC — BIMI for your brand logo, and MTA-STS plus TLSRPT for enforcing and reporting on TLS encryption.
Reports & dashboard
Reading aggregate reports, offenders, forensic reports and your compliance grade
- How-toHow to read your DMARC DashboardA guided tour of the Dashboard: summary stats, trends, top offenders, and the domains that need your attention.
- ReferenceUnderstanding aggregate (RUA) reportsWhat DMARC aggregate reports contain, where they come from, and how Blankitt turns them into the insights you see across the app.
- How-toHow to find failing senders with the Offenders pageUse the Offenders page to identify the sending sources failing DMARC, recognise legitimate vendors, and decide what to fix.
- ReferenceWhat forensic (RUF) reports are — and their privacy caveatsForensic reports give per-message detail on DMARC failures. Here's what they contain, why they're rare, and the privacy implications of requesting them.
- ReferenceHow the compliance grade (A–F) and scorecard workWhat the per-domain compliance grade and 6-dimension scorecard measure, and the practical steps to improve them.
Policy & remediation
Moving from none to quarantine to reject, fixing senders, vendors and SPF
- How-toHow to move your DMARC policy from p=none to quarantine to reject safelyA step-by-step walkthrough of the safe DMARC rollout — monitor, align your senders, then tighten enforcement — using the Policy Progression Wizard on the domain detail page.
- How-toHow to align a legitimate sender that's failing DMARC using Fix GroupsWhen a genuine email service is failing DMARC, use the Offenders and Fix Groups pages to identify it and apply the right SPF or DKIM fix so it aligns.
- How-toHow vendor detection works and how to add custom vendor patternsUnderstand how Blankitt attributes sending sources to known vendors, and how to add, import, export or reset your own custom CIDR/domain to vendor-name patterns.
- How-toHow to use SPF flattening to stay under the 10-lookup limitSPF allows only 10 DNS lookups before it breaks. Learn how Blankitt's SPF flattening expands your include tree and produces a flattened record to keep you compliant.
- ReferenceWhat SPF drift is and how the daily auto-check protects youSPF drift is when the IPs behind your SPF record change after you've flattened or fixed them. Learn what causes it and how Blankitt's automatic daily re-check catches it.
- How-toHow to discover and manage DKIM selectors for your domainDKIM keys are published in DNS under selectors. Learn how to find which selectors your senders use and manage them on the Blankitt domain detail page.
- How-toFind unused and missing SPF entriesThe SPF IP usage panel compares what your SPF record authorises with what actually sends, so you can prune dead entries and catch unauthorised senders.
- ReferenceWhy authenticated mail can still be rejected — recipient-side gatewaysSecurity gateways at the receiving organisation can modify your mail in transit, breaking DKIM and SPF, and your own reject policy then destroys it. What the dashboard shows, and who has to fix it.
- How-toCheck each provider's DNS setupThe Provider setup panel verifies the SPF and DKIM records each detected sending service requires, with a live re-check per provider.
- How-toTrack sending subdomainsList the subdomains that send mail as your domain so DNS and SPF tooling checks their records alongside the root.
Account & billing
Plans, extra domains, retention, settings and where billing lives
- FAQWhere account, billing and user management liveA clear map of what you do in the DMARC app versus the Blankitt Portal — plan selection and settings in DMARC, but users, password, 2FA, invoices and payment in the Portal.
- FAQBlankitt DMARC plans and pricingThe four Blankitt DMARC tiers explained — Free, Starter, Pro and Business — and what actually differs between them (domains and report retention only).
- How-toUpgrade, downgrade or cancel your DMARC planStep-by-step guide to changing your Blankitt DMARC tier — and what to check before downgrading or cancelling so you don't lose domains or report history.
- How-toBuying extra domains (the £4/mo add-on)How to add monitored domains beyond your plan's included count using the £4/mo per-domain add-on — available on any paid tier.
- ReferenceData retention and how your tier ceiling clamps itHow report retention works in Blankitt DMARC, the maximum retention for each tier, and why your retention setting is clamped to your tier's ceiling.
- FAQThe Activity (action) log — what's recordedWhat the Activity page tracks in Blankitt DMARC — a local log of account and configuration changes like domain add/remove, settings changes and vendor-pattern import or reset.
Troubleshooting
Common DMARC problems and how to fix them
- FAQI published my DMARC record but I'm not seeing any reportsIf your inbound ingest address is in DNS but no aggregate reports are arriving, check propagation, exact record syntax, the right hostname, and registrar quirks.
- FAQA legitimate sender is failing DMARC - why, and how do I fix it?A genuine sender can pass raw SPF or DKIM yet still fail DMARC because neither result is aligned with your From: domain. Here's how to spot it and fix alignment.
- FAQMy SPF record has too many DNS lookups (permerror) - how do I fix it?SPF allows a maximum of 10 DNS lookups; exceeding it causes a permerror and SPF effectively fails. Use SPF flattening to stay within the limit.
- FAQCan I monitor subdomains with DMARC?Yes. Subdomains inherit your organisational DMARC policy unless overridden with sp= or given their own _dmarc record. Here's how to control and monitor them.
- FAQWill turning on DMARC block my legitimate email?Not if you start at p=none - it's monitor-only and changes nothing for recipients. Here's how to ramp safely to quarantine and reject without losing mail.
Edge
44 articlesAlerts & Notifications
- How-toPausing Alert EmailsTemporarily suppress alert emails, Teams and Slack messages during planned maintenance or a noisy incident — webhooks keep firing.
- How-toInvestigating an AlertRead the AI brief, follow the playbook, check the incident context, and act — without having to know every detector's internals.
- How-toConfiguring Alert ThresholdsHow to tune detector sensitivity and set up notification routing.
- How-toApplying and Rolling Back ProtectionsTurn a suggested rule into a live eCDN protection in one click, roll it back just as fast, and stand down rules you no longer need. Edge never changes your WAF on its own.
- ReferencePlain-English Summaries (AI)Every alert, drafted rule, and weekly report carries a short AI-written explanation. How they work, what the AI does and does not control, and the daily allowance.
- How-toCampaign WindowsDeclare sales, drops, and launches ahead of time so expected surges don't page anyone, while security detectors keep watching.
- How-toCorrelated IncidentsWhen several detectors agree on the same target, Edge groups the alerts into one incident with a confidence score, so you investigate once.
- How-toSending Alerts to Teams and SlackPost alert cards into a Microsoft Teams or Slack channel alongside email and webhooks.
- How-toEditing alert email templatesChange the wording of the alert, resolved, incident, and protection-reminder emails Edge sends, with a live preview and a reset to default.
- How-toMuting specific alertsSilence one noisy alert, one detector, or one channel while you tune, without pausing everything and without stopping detection.
Detectors
- How-toASN Spike DetectorDetect sudden traffic surges from a single network, compared within the same country and with thresholds tuned per network type (datacentre, ISP, VPN).
- ReferenceHow Detectors WorkThe full detector catalogue. What each one catches, how often it runs, and which ones ship disabled until you validate them against your own traffic.
- How-toCache Bypass DetectorDetect ASNs whose request mix bypasses your cache at an abnormal rate, indicating origin abuse.
- How-toBot Score DetectorHow the Bot Score detector uses Cloudflare Bot Management scores to identify automated traffic from specific networks.
- How-toTLS Weak Protocol DetectorDetect traffic using outdated TLS 1.0/1.1 protocols that may indicate legacy clients or misconfigured scrapers.
- How-toPath Traffic Spike DetectorTrips when a specific URL path’s traffic spikes over its own baseline — catches card-testing, credential stuffing, and cart-abuse bots that distribute across ASNs.
- How-toSource Silence DetectorPages you when a Logpush source stops ingesting for more than 15 minutes — catches silent outages where the dashboard still looks fresh.
- How-toProbe & Scanner DetectionHow the probe detector surfaces reconnaissance activity (WordPress kits, secrets hunters, tenant-targeted scans) that every volume-based detector misses.
- How-to499 Rate DetectorDetect the scraper signature: networks with abnormally high client-abandoned-request ratios.
- How-toUA Rotation DetectorDetect bots cycling through many browser versions to evade detection.
- How-toSlow Burn DetectorDetect gradual traffic escalation over days and weeks that evades short-window detectors.
- How-toPath Entropy DetectorDetect systematic catalogue crawling by measuring how evenly an ASN distributes requests across URL paths.
- How-toChallenge Solving DetectorDetect when attackers upgrade tooling to solve WAF challenges after being blocked.
Getting Started
SSL/TLS Certificates
Traffic Analysis
- How-toReading the Offenders PageHow to interpret the ASN table and drill into a suspicious network.
- How-toThe Paths PageRank path prefixes by traffic volume, 499/4xx rate, and cache bypass to surface abuse-sensitive endpoints (checkout, login, API).
- How-toUnderstanding the Overview DashboardWhat the headline tiles, world map, ranked lists, active alerts, and weekly comparison mean.
- FAQWhat Is a 499 Response?Why 499s are the scraper signature and what they mean for your origin.
- How-toInterpreting the Timeseries ChartHow to read the requests-over-time chart and spot anomalies.
- How-toThe IPs PageSee which client IPs are sending the most traffic, drill into any IP for its behaviour, and escalate to a forensic sample when needed.
- How-toReading a Path Detail PagePriority badges, site-wide baseline overlay, 7-day history, HTTP methods, related alerts, and unique IPs per ASN — how to read what the page is telling you.
- How-toHTTP Methods and Required Logpush FieldsWhat the HTTP methods card tells you, how to check your detector coverage, and how to fix a missing Logpush field.
- How-toReading an ASN Detail PageMitigation banner, status-code panel, firewall actions, cache outcome, top paths, alert history, and the Suggest rule button — what every panel tells you.
- How-toUnderstanding Cache StatusesWhat hit, dynamic, miss, revalidated, expired, stale, and none mean.
- How-toThe Bots & Agents PageVerified crawlers, fake Googlebots, AI agents, and everything else that declares itself a bot, split apart so you can set policy per group.
- How-toThe Activity Timing HeatmapA week-by-hour heatmap of when automated traffic hits you, with drill-down into any hour slot.
- How-toUptime and journey monitoringCheck your storefront from the outside on a schedule, or have your own app report each transaction, and get paged when checkout goes down.
- How-toYour Week in TrafficThe weekly comparison on the Overview. Week-over-week numbers, a 52-week trend with year-over-year, event tags for promo weeks, and an AI digest.
- How-toNaming and Annotating NetworksWho a network really is beyond its registered name, and how your team can pin its own alias, note and tags on any ASN.
- How-toThe What Changed PageCompare the current window against the one before it to see which networks, paths, countries and browsers moved, and how much of the change actually reached your origin.
- How-toThe Channels PageEvery acquisition channel and campaign with Cloudflare's verdict per landing view, spend at risk in your currency, and evidence exports for invalid-traffic credit claims.
GRC
20 articlesAudits & incidents
Continuity & vulnerabilities
Controls & frameworks
Getting started
How the data model fits together
- FAQHow the pieces fit togetherThe relationship graph between frameworks, controls, risks, policies, evidence, incidents, and assets.
- How-toTracing from framework to evidence (the auditor walk)Step-by-step, how to answer "show me how you comply with ISO 27001 A.8.5".
- FAQWhich items can link to whichQuick reference: every link type the product supports and how to make them.
Policies & evidence
Reports & admin
- How-toScheduled reports and email deliveryDaily, weekly, monthly, or quarterly PDF/CSV exports via per-tenant email providers.
- How-toWebhooks — subscribing to GRC eventsPOST signed payloads to your endpoint for Slack, Jira, SIEM integrations.
- FAQWhy data appears on first loginBuilt-in framework and control libraries seed per-tenant.
Risk management
Privacy
23 articlesGetting started
New to Blankitt Privacy? Start here.
Handling requests
Verifying, working, and closing privacy requests.
- ReferenceThe life of a privacy requestEvery status a request moves through, what each one means, and what moves it forward.
- How-toVerifying who is askingEmail verification, identity documents, and agent authority, and when each is enough.
- How-toHandling duplicate requestsWhat to do when the same person submits twice, and how merging keeps one clean record.
- How-toResidence, jurisdiction, and which law appliesHow the requester's location sets the deadline, and what to do when it's unclear.
- How-toMessaging the requesterUse the secure thread to ask questions, request documents, and keep everything on the record.
- How-toRefusing a request and handling appealsWhen you can refuse, what the requester sees, and how the appeal process runs.
Collecting & delivering data
Tasks, data owners, packaging, and secure delivery.
- How-toCollection tasksHow tasks are created, routed, nudged, and completed, whether the owner has an account or not.
- How-toData sources and ownersRegister every system that holds personal data, and choose between account owners and contact owners.
- How-toPackaging, sign-off, and secure deliveryBuild the response package, record DPO sign-off, and deliver through a passcode-protected link.
- How-toErasure requests and attestationsHow deletion is confirmed system by system, and how to attach proof that stands up later.
Automation & templates
Workflow templates and the emails your requesters receive.
Compliance & reporting
Deadlines, reports, retention, and the audit trail.
- FAQWhat deadline applies to each request?UK and EU requests get your default SLA (30 days out of the box); California requests get 45 days. The clock starts at verification.
- FAQWho counts as a US requester?US requests are handled under California's CCPA/CPRA, the strictest general state regime. Here is why, and what it means in practice.
- How-toReports and the SLA compliance PDFVolumes, on-time performance, and a board-ready export for any date range.
- ReferenceThe audit trail and integrity sealEvery action is recorded, chained, and verifiable, so you can prove your process was followed.
- How-toRetention and automatic anonymisationClosed cases are anonymised automatically after your retention period, keeping stats but not people.
- FAQWhat happens to uploaded ID documents?Identity documents are deleted automatically the moment you verify identity. Authority documents are kept as legal evidence.
Settings & team
Branding, notices, roles, and limits.
- FAQWhat is the daily digest email?A single morning email to your DPOs with everything that needs attention: new, overdue, due soon, appeals, sign-offs, and unread messages.
- ReferenceTeam roles and accessWhat Auditor, Data owner, Privacy analyst, and DPO can each do, and how roles are assigned.
- ReferenceSettings reference: branding, notices, and limitsEvery field under Branding & intake, what it controls, and its allowed range.
Marketing
23 articlesGetting started
New to Blankitt Marketing? Start here.
Contacts & audiences
Building your list and segmenting it.
- ReferenceContacts, statuses, and lead scoreWhat lives on a contact record, how status works, and how the lead score is calculated.
- How-toAdding contacts in bulkThree ways to add contacts — one at a time, CSV, or JSON. Plus a checklist for clean imports.
- How-toAudiences: static and dynamicHow to build saved segments — static (hand-picked) or dynamic (rule-based) — and target them in campaigns.
Forms & landing pages
Capture leads with embedded forms, popups, and pages.
- ReferenceForms, popups, and landing pages — what’s the differenceThree surfaces for lead capture. When to use each.
- How-toBuilding a form with the block builderStep by step — adding fields, setting opt-in, configuring success, and publishing.
- How-toExit-intent and timed popupsWhen and how to use popups, and the trigger settings to think about.
- How-toLanding pagesBuilding a hosted landing page with a form, SEO tags, and optional GA4 tracking.
- How-toAdding a Mail Check DMARC button to your formHow to add the Mail Check block, what it does for the visitor, and what it scores on the contact.
Campaigns & automation
Sending email, A/B testing, sequences, and visual journeys.
- How-toSending your first campaignA step-by-step from brief to send, including the AI omni-channel adapt.
- How-toDesigning emails with the block builderThe blocks available in email, how to use HTML mode, and what renders well in Gmail and Outlook.
- How-toMulti-step sequences with exit on replyBuilding an automated email drip — steps, delays, and how reply detection auto-exits contacts.
- How-toBuilding an automated journeyWhat a journey is, how to start from a template, and how to design a branching flow of sends, waits and conditions.
- FAQJourneys vs sequences — which should I use?A plain comparison of sequences (linear drips) and journeys (branching automations), with a decision table.
- How-toA/B testing subject lines and email bodiesHow to set up an A/B test, what sample size and metric to choose, and how the winner is auto-promoted.
- How-toSaving templates for re-useHow templates work, when to save one, and how to pull one into a new campaign.
- ReferenceJourney steps: triggers, waits, branches and goalsThe reference for every building block in the journey builder — each trigger and each step type.
Analytics
Measuring what worked.
Settings & compliance
Sending identity, consent, and unsubscribes.
- How-toSetting up your sending identityFrom, reply-to, and the sending domain. The fields that go on every email you send.
- How-toConsent, footer, and unsubscribesWhat goes in the consent footer, how unsubscribes work, and the suppression list.
- How-toBrand voice: guiding the AIHow to write a brand-voice prompt that helps the AI produce campaign copy that sounds like you.