thewealthworks Customer Support Portal

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

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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+

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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+

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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+?

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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

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HMRC (IHT Forms) 16

• 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 (2023, Release 2.09.020)
• Complete Listing of Troika Entries, for the IHT400 Form (2022, Release 2.09.019)
• Complete Listing of Troika Entries, for the IHT205 Form

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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)

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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

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General Troubleshooting 13

• 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

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Wealth Management 41

• 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?

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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?
• Adding New Users Within 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?

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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

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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

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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

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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

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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

• Operating Models for Troika and WealthWorks+
• SQL Database Recovery Model and Troika Performance Issues
• I’m having problems with the speed of the Troika System. What can I do?
• 'Troika Startup Autoexec ODBC- Update on a linked table' Error on Accessing Troika
• Can I remove the Database.mdb files in my local Troika directory?