Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

3027 articles

11247

How do I report a leaver?

To set an employee as a leaver, from the main screen click on Note an Employee Leaver Select the appropriate employee from the list, enter the leaving…

ias-12719

How to enter a refund amount for within the year manually?

To enter a refund amount please do the following in Personal Tax: - Reliefs etc. - Miscellaneous - Tax Calculation - Tax Code and Overpaid,…

ias-12718

How to remove the Ultimate controlling party note from FRS 102 1A accounts?

To remove the Ultimate controlling party note from FRS 102 section 1a accounts go to: 1. Edit / Data Screens / Notes to Financial Statements…

ias-12715

Why are the proprietors for the partnership not showing up on the flysheet?

1. Go to Edit on the top toolbar 2. Data Screens 3. Reports folder 4. Client approvals 5. Partners to sign client approval 6. Untick…

ias-12714

How to send E-Mails from Automail/Practice management in bulk (Also works for Openspace)

It is recommended to have two different templates if you have clients that want by post or by E-mail. That way you can generate for…

ias-12713

How to assign job Partners/Managers/Assignees in bulk

From practice management, Launch | Job Planning - Select Service - Tick all stages under 'Include Jobs', Ensure 'All Clients' are selected under 'Include Clients'…

ias-12712

Business Tax- Error 3001 1610 fact check the accounting period for this amended return does not match the records currently held for the company

This error is coming from HMRC when you are trying to submit an amended return- so contact HMRC support and ask to speak to a…

ias-12711

How to clear a draft bill

From the Client Billing Decision's screen;- 1) Select the client 2) Yes (to open the draft bill) 3) Click 'Action' at the bottom 4) Remove…

ias-12709

VS Shell installation has failed with exit code 1638

Check if you have Microsoft Visual C++ 2015 installed, if you do, install Microsoft Visual C++ 2017 (x86) and (x64), restart the PC and then…

ias-12710

Error 9999 in Accounts Production

Please find the resoution below for the above errors 1. In order to correct your accounts for Companies House submission,, simply go to Client/View/Related Tab,…