thewealthworks Customer Support Portal
Welcome
Login
Sign up
Home
Solutions
How can we help you today?
Enter your search term here...
Search
Login
or
Signup
to submit a new ticket
Check ticket status
+44 (0)1444 401333
Knowledge base
WealthWorks+
Installation
7
Applying updates to WealthWorks+
Installing WealthWorks+ for the first time
Installing WealthWorks+ | Release History
Installing WealthWorks+ more than once on the same IIS Server
Installing WealthWorks+ manually using the site files
View all 7
Introduction to WealthWorks+
4
Getting started with WealthWorks+
Introduction to WealthWorks+
Customising your data display in WealthWorks+
Using Filters in WealthWorks+
System Administration & User Management
11
Creating roles and defining access within WealthWorks+
Enabling Single Sign-On (SSO) for WealthWorks+
Adding New Users Within WealthWorks+
Getting Started with Timesheets in WealthWorks+
Managing Timesheet General Settings for WealthWorks+
View all 11
How to use WealthWorks+
47
How to use the Onboarding Functionality
How to add Contacts within WealthWorks+
How to edit Contacts and Entity Administration Records
Managing Name Changes and Viewing Former Name History
How to Manage the Registers within WealthWorks+
View all 47
Troubleshooting & Questions
15
Why am I unable to use the search facility within WealthWorks+?
Why do I get an error accessing the Support option in WealthWorks+?
Can I display the database name for users so they know they are in the correct data?
Is it possible for me to access WealthWorks+ from a web browser, if I don't have Troika installed?
How do I create a nominee shareholder in WealthWorks+?
View all 15
HMRC Making Tax Digital (MTD) VAT
2
HMRC MTD for VAT - Enabling VAT submission in Bridging mode
HMRC MTD for VAT - Enabling VAT submission from Troika via WealthWorks+
HMRC Making Tax Digital (MTD) Service Availability Updates
1
Making Tax Digital (MTD) Service Availability Updates
New Features and Release Notes
23
WealthWorks+ 4.17.0 New Features and Release Notes
WealthWorks+ 4.16.1 New Features and Release Notes
WealthWorks+ 4.15 New Features and Release Notes
WealthWorks+ 4.14 New Features and Release Notes
WealthWorks+ 4.13 New Features and Release Notes
View all 23
Troika
HMRC (IHT Forms)
18
Complete Listing of Troika Entries, for the IHT400 Form (2024, Release 2.09.022)
Complete Listing of Troika Entries, for the IHT400 Form (2023, Release 2.09.021)
Complete Listing of Troika Entries, for the IHT400 Form (2022, Release 2.09.019)
Complete Listing of Troika Entries, for the IHT400 Form (2022, Release 2.09.017)
Complete Listing of Troika Entries, for the IHT400 Form (2023, Release 2.09.020)
View all 18
Installation
8
System Installation Guide - Installing Troika
System Installation Guide - Appendix A (SQL Administration Requirements)
System Installation Guide - Appendix B (Creating a Database Connection (DSN))
System Installation Guide - Appendix C (Additional Troika Configuration Settings)
System Installation Guide - Appendix D (Additional Troika Accounts Configuration Settings)
View all 8
Accounts Production
18
Troubleshooting Troika Accounts Installation Problems
Running Troika Accounts using Microsoft Office 64-Bit
Getting the most from the accounts templates
Error Messages When Exporting Data
How to use our accounts templates
View all 18
General Troubleshooting
14
Issues Accessing Troika Manual Time Entry Since Windows Update - September 2022
How do I resolve this error? "The expression you entered has a function name that Troika Wealth Management can't find"
Installation Utilising Existing Versions of Microsoft Access
I'm getting an error when trying to run Troika using MSAccess 2016. How can I resolve it?
Standard Buttons Seen Throughout Troika
View all 14
Wealth Management
40
Why are menu options missing from Troika Wealth Management for my client?
How to Add a New Currency
We don't have a SEDOL user license. Can we suppress SEDOL numbers in Troika?
How do I change the deadline date for bank reconciliations?
Can I rollback a final period that has been marked as RO?
View all 40
User Management
8
One of our employees has left the company. How do I delete their Troika account?
I've forgotten my password, and now I've locked myself out. Can this be re-set?
How to Add a New User to Troika
We have a new employee joining us. How do I arrange for them to have access to Troika?
Can I change my Troika password?
View all 8
Client Administration
15
My entity is already on Troika. How do I amend them to a client?
How to record and classify clients in Troika, to assist with CRS and FATCA reporting oligations
Generating Letters - Using the Document Link and Document List Features
How to set up letter templates in Troika
How to delete a client or entity record
View all 15
Time & Billing
4
I'm getting an error when trying to access my Troika Time. Why is that?
Storing Timesheet Entries Centrally to Assist in Citrix/Terminal Services
Adding and Amending Time & Billing Tariffs and Activities
Time & Billing - Review Settings from Troika Release 2.08.021
Probate
16
How to extend a nominal range for Date of Death transactions
How to link assets to bequests
Using Adobe Reader for Generating Statutory Forms and UK IHT Returns
How to enter family details of the deceased
Posting Asset Income Not Received Gross
View all 16
Court of Protection and Lasting Power of Attorney
4
Producing an OPG103 'Property and financial decisions (08.18)' form in Troika
Producing an OPG102 'Property and financial decisions (08.18)' form in Troika
Producing a LP1H 'Lasting power of attorney - Health and care decisions'
Producing a LP1F 'Lasting power of attorney - Financial decisions'
HMRC (Other Forms)
2
Producing a 64-8 'Authorising your agent' form in Troika
Producing a 41G Trust Details Form in Troika
System Management
0
New Features and Release Notes
29
Troika 2.09.022 Release Notes
Troika 2.09.021B Release Notes
Troika 2.09.020 Release Notes
Troika 2.09.019 Release Notes
Troika 2.09.018/2.09.018B Release Notes
View all 29
Environment
SQL Server
7
SQL Server Memory Requirements for Troika
Moving your Troika System to a New Server
Backup and Maintenance Requirements of the SQL Database
Using SQL Express for Troika
SQL Database - Reindex scripts for scheduled jobs
View all 7
Releases
3
Will thewealthworks Support apply the program release for my organisation?
How do I check what version of Troika and WealthWorks+ I have installed?
When will I get a new release of Troika and/or WealthWorks+?
Operating System
2
System Requirements - WealthWorks+ and Troika
New Installations - Microsoft Access Runtime
Troubleshooting
5
I’m having problems with the speed of the Troika System. What can I do?
SQL Database Recovery Model and Troika Performance Issues
I'm getting an Error accessing Troika 'Troika Startup Autoexec ODBC- Update on a linked table'
Operating Models for Troika and WealthWorks+
Can I remove the Database.mdb files in my local Troika directory?
Help Desk Software
by Freshdesk