Knowledge Base Articles

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Knowledge Base

3030 articles

ias-12727

How can I exempt the cashflow statement for a large company?

1. Go to Edit on the top toolbar 2. Data screens 3. Notes to the Financial Statements 4. Accounting Policies 5. Standard Accounting Policies 6.…

ias-12725

How to delete the wrong proprietor?

Go to: 1. Edit / Proprietor 2. higliht the current proprietor and click on View 3. click Delete

ias-12722

Unable to link to Xero integration through ‘link to bookkeeping’

1. Go to Edit on the top toolbar 2. View 3. Click on Accountant 4. Ensure you have selected ‘agent’ as oppose to ‘alternative accountant’…

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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…