Errors

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.
Error message


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.
  1. Open the sole trade client in Accounts Production Advanced.
  2. Select the
    Summary
     tab.
  3. Select
    Proprietor
    .
  4. Enter the
    UTR
     for the proprietor.
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.
  1. Open the partnership client in Accounts Production Advanced.
  2. Select the
    Summary
     tab.
  3. Select the
    General
     tab.
  4. Enter the
    UTR
     for the partnership client.
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.
  1. Open the limited company client in Accounts Production Advanced.
  2. Select the
    Summary
     tab.
  3. Select the
    General
     tab.
  4. Enter the registration number for the limited company client.
After you've updated the client and the report includes the new data, you can save the report to Onvio Documents.

This article applies to:

  • Product: Digita Accounts Production Advanced
  • Subject: Documents, Reports