Run time error when opening XPA
Following feedback from clients, we’re releasing stage 1 of our receipt import function.
Learn how to set up a New Fee Earner and Fee Earner Rates in APS Practice Management
NZ Tax clients unable to bulk email IR901 messages - Error showing preview panes
Setting the security to enable users to see the links in the Trial Balance
The currency fields in the 901 GST letter email body template do not include the dollar sign, so amounts do not appear to be formatted as currency
The date in the Reminder Email subject is in the format YYYY/DD/MM by default.
This article explains how to utilise the MyAPS Client Portal as well as a F.A.Q for MyAPS Client Portal
The Tag Set functionality was released in April 2013.
How to import transactions from Reckon Accounts (QuickBooks) Hosted Online file -Is there direct integration available?
Learn how to delete an Integrated asset from the Asset Ledger if the asset was entered incorrectly or if the asset needs to be removed
Follow these steps to map Xero codes to XPA codes in Chart Mapping Toolbox
How to change / adjust Prior Year profit allocation given to each beneficiary of a Discretionary Trust
Learn how to convert a XPA Ledger or change the entity type of a ledger
You may have been asked to register and/or deregister certain files by APS. If you need assistance please call APS Support.
Copy Asset Data from an existing XPA ledger and save into another XPA ledger - for XPA 9.1 and newer.
How to process a part sale transaction for an asset?
How to export Master Chart of Account from XPA
How to import transactions from Xero into XPA?
Learn how to copy assets between ledgers using this article.
Adding an asset to the Asset Pool
How to change an asset's prior year Closing Written Down Value
Learn how to update ledgers in bulk after changing practice information
Exporting entries from an XPA file, and importing into another XPA file
Asset Integration is done via the Asset Group register.
How to change integration of existing asset groups
Asset accounts are setup as system accounts.
How to create a new practice / add a second practice (multi practice environment) with XPA ledgers that are only accessible to specific users?
When generating a workbook in MS Excel 2007, the default file extension is set to XLSB - Excel Binary Workbook. How to change the default setting to XLSX?
How to export trial balance to Microsoft Excel or PDF format
What are the coding instructions for Livestock in XPA?
How to delete an integrated asset from the asset register with comparative / historical data
How to rename line items / titles of subsections / report headings within the profit and loss statements and balance sheets.
Learn how to convert Xcede Sheets from Excel 2003 to Excel 2007/2010
How to bulk transfer journal / data entries into an XPA ledger.
How to use the SELECT WHERE section in the filters for internal reports
Learn how to re-assign an XPA ledger to another practice
XPA Ledgers can be linked using 2 methods
Error messages in XPA: "Object variable or With block variable not set "; "Run-time error 3034: You tried to commit or rollback a transaction"
How to set a password on an XPA ledger
How to unintegrate the Asset ledger / removing asset integration
How to update the Tax Value and not the Book Value of an asset after revaluation
Learn how to move prior year/comparative balances in the General Ledger from one account to another using chart comparatives.
Learn how to transfer the Chart of Accounts from one XPA Ledger to another.
The XPA ledger is locked, and when attempting to open it, an error message appears
Balance Error - A/c Balance when drilling into an account from Trial Balance or General Ledger
Support copies of the return are required by the Support team to assist with different issues and scenarios.
This knowledge article will guide you through the steps on how to provide log files to assist support to troubleshoot
This Knowledge Article is to provide the steps to refresh the tax agent details in a tax return.
Learn how to give fee earners access to a Practice in XPA using this article
How to check if AUSkey has permissions to lodge certain type of return
This knowledge article is to guide you how to replace or apply a .dll file provided by APS Support
When Synching a tax return after the 1st provisional date, an error occurs if the first provisional has been approved
How to extract a field to report on in Tax Lists?
A field has been extracted from Tax Data Extractor but does not then appear as an option in Tax Lists.
After terminating an employee and after Practice IQ updates, you may find that the terminated employee's budget is still showing in the reports.
How to change an employees Standard Hours in Budgets.
Once the install has completed, it is essential that the database schema is updated.
Consolidation of ledgers
Learn more about the Make Private setting and how to make a private return public.
I have received new Vigilant or BPA key license and one .qsl file, how do I apply them?
Learn how to move Elite Practice Management to a new PC
Get started with SyncDirect with our User guide for version 220.127.116.11
How to set up a new Standard Matter for annual accounting work, i.e. non Tax matters, in order to roll matters via the General Matter Rollover
Created a new financial year and added holidays, etc., What method Is there to use to roll current budgets into the new year?
How to create a training or testing Database on Practice Management versions 10 & 11
Learn how to create and lodge the new SBR Activity Statements.
This knowledge article shows basic steps on how to request and view the new SBR Tax Agent Reports.
Learn how to run and understand the results of Timesheet Reconciliation Report.
Instructions on preparing for Financial Year End
Dragging items on screen in a Timesheet is not working as expected
How to do an uninstall and re-install of Reckon APS Tax Manager and Elite Forms
The functionality is limited for Trustee Estimates in APS Tax
Learn how to create a mail merge letter for a group of clients or contacts
In some cases when auto-discard is enabled for B2B and a prov assessment and its reversal is matched - the system is not auto-discarding these.
This knowledge article details how to create a Return Not Necessary (CURNN) return.
Acceptable characters and password policy for Cloud Services
This error message can occur on lodgement
Document describing the method for creating DSN and DSNLess connections
Cannot create an amended SBR Activity Statement
Refunds made against a second provisional instalment are being allocated to the first provisional instalment.
This option allows the reporting of worldwide income for non-residents for the purpose of overseas HELP debt repayment.
Setting up AUSkey details for SBR, AUSkey access rights
This knowledge article contains information on how to run a version control for 2019.0.1
JOE Admin provides the functionality to copy an existing JOE Admin Profile in order to create a new Profile.
Which reports can be used to produce information on glide time in the system?
How do I perform a WIP Move for specific matters?
Simpler BAS is the default reporting method for small businesses with a GST turnover of less than $10 million.
This knowledge article contains information on how to run a version control for 2019.1.0
There are two methods for creating an Amended Activity Statement
Downloadable documents explaining how to backup and restore databases using SQL Server Management Studio
The problem is with the ATO. There was no option to revise online.
How do I terminate a Fee Earner?
A client's Sort Name has changed and Document Management is in use. What steps need to be taken to move the client documents to the new Sort Name location?
Upon upgrading to Practice Management Version 10.2, users are unable to preview the Invoice panel. The following error is received.
Practice Management has the option to allow Windows authentication for all users so they do not need to use a username and password.
See attached documents to be used for SQL
The Practice Management Import function allows the import of data using a .csv file.
How to run an AU XCEDE jobstream without placing an Index Sheet at the end of the jobstream
We would like to change the rate on an existing rate, however we are getting this message:
Can you absorb an interim against disbursements?
Productivity error: Object variable or With Block variable not set (91)
aABC9.exe has stopped working error when closing out of Central Console
General Matter Roll over for Foundation Clients
Error occurs by having a duplicate account in the individual profile
When adding a new team in Team console, getting error
Tax pooling transfers are appearing against the wrong entity in Compliance Administration when consolidated groups are involved.
The document 'Nothing' can not be found
Getting an error 430 when doing a Quick Word Merge
How to setup BPAY on Invoice and Statement templates
User is unable to edit a Fee despite having the correct Joe rights.
Learn how to export client details from Elite Practice Management to an Excel csv file.
This article can be used to assist in troubleshooting performance problems with the Elite Practice Management suite.
Learn how to pre-fill returns with ATO information.
Return correspondence is being ignored by the IRD.
With the release of Reckon APS Tax Manager and Elite Forms 2019.4.0, Access to Client Update Forms have been switched off.
Due Dates Population in Started / RolledOver Status Returns.
Learn how to check which versions of the APS software you are running.
Learn how to start using BankData with this guide.
Variance adjusts ledger value incorrectly after matching assessment.
donation rebates are appearing in the tax summary report when the rebate should be going into the bank account.
An Unexpected error pops up when clicking into ACR 1.5 after a fresh installation of PM 11 or later versions on a new PC/TS
This article discusses how to locate and send a client ledger and template for XPA Support cases
Tax Services Console - Add new client
Learn how to extract entries from Banklink
Activity Statement Bulk Creation and Reporting and Lodgement Responsibilities
Error 3340 occurs when opening Tax Manager and after certain actions in tax returns. The draft watermark appears in tax report of locked returns
The error "Tax returns are currently open. You can't close Tax manager without closing the returns" appears when trying to exit out of Tax Manager
Find out about how to resolve an issue with importing data.
Setup Lodgement Machine Credentials
A BPA task is failing at the Save As File step, without saving the file.
The Batch processing screen shows V errors but the return doesn't
When started BPA fails to launch, displaying the following error message
This is essentially a breakdown of how we prorate the Standard Hours in a current TS Period with the optional Daily Standard Hours script.
Requesting Google Chrome application to be closed on installation
Running version Control 2019.6.0 encounters error 3340 Query " is corrupt
Users who are on PM V.11 and PracticeIQ v9.x and older will not be able view PracticeIQ website within PM console.
The error occurs only when viewing the reporting service reports in Central console.
When pressing the Print button on a SSRS report, a popup message appears with the message
Your Medicare levy is reduced if your taxable income is below a certain threshold.
The no EOT box changes the Provisional dates in the ledger
Within the PIQ Portal there are no Reports showing.
When viewing Leave Hrs in Staff reports no leave hours are displayed
Learn more about MyAPS Community Forums with our short video or F.A.Q's
When the report opens and refreshes the date, the automatically selected period is not the current period, but 3 months old.
The error is triggered in the individual return where the taxpayer received Farming Management Deposit (FMD)