thewealthworks Customer Support Portal

HMRC (IHT Forms) 15

• Complete Listing of Troika Entries, for the IHT400 Form (2025, Release 2.09.024)
• Complete Listing of Troika Entries, for the IHT400 Form (2025, Release 2.09.023)
• Complete Listing of Troika Entries, for the IHT400 Form (2024, Release 2.09.022)
• Complete Listing of Troika Entries, for the IHT205 Form
• Complete Listing of Troika Entries, for the IHT217 Form

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Installation 7

• 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 17

• 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 11

• 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
• Can I suggest an improvement for Troika?

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Wealth Management 42

• 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 17

• 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

New Features and Release Notes 32

• Troika 2.09.024 Release Notes
• Troika 2.09.023/2.09.023B Release Notes
• Troika 2.09.022 Release Notes
• Troika 2.09.021B Release Notes
• Troika 2.09.020 Release Notes

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