Error: Client must have an NI, tax reference, or Companies House number in Accounts Production Advanced when saving a report to Onvio Documents
Scenario
You may get the following error message when saving a report to Onvio Documents from Accounts Production Advanced.
The client must have one of:
National Insurance number
Tax Reference\UTR
Companies House Registration number
when adding documents to Onvio Documents.
Solution for a sole trade client
You'll need to enter a UTR for the proprietor.
Open the sole trade client in Accounts Production Advanced.
Enter the
UTR
for the proprietor.
If the UTR field is not present and the client is integrated with Practice Management, select
Edit
, enter the UTR in Practice Management, then refresh the client in Accounts Production Advanced.
If the
UTR
field isn't present, you'll need to update the template:
Go to
Tools
, then
Content download
.
After Accounts Production Advanced has applied the updates, open the client and upgrade to the new template.
After you've updated the client and the report includes the new data, you can save the report to Onvio Documents.
Solution for a partnership client
You'll need to enter a UTR for the partnership client.
Open the partnership client in Accounts Production Advanced.
Enter the
UTR
for the partnership client.
If the
UTR
field isn't present and the client is integrated with Practice Management, select
Edit
, enter the UTR in Practice Management, then refresh the client in Accounts Production Advanced.
After you've updated the client and the report includes the new data, you can save the report to Onvio Documents.
Solution for limited companies
You'll need to enter the registration number for the limited company.
Open the limited company client in Accounts Production Advanced.
Enter the registration number for the limited company client.
If the registration number field isn't present and the client is integrated with Practice Management, select
Edit
, enter the registration number in Practice Management, then refresh the client in Accounts Production Advanced.
After you've updated the client and the report includes the new data, you can save the report to Onvio Documents.