thewealthworks Customer Support Portal

Installation 9

• Applying updates to WealthWorks+
• Installing WealthWorks+ for the first time
• Installing WealthWorks+ | Release History
• Enabling Sign in with Microsoft
• Installing WealthWorks+ more than once on the same IIS Server

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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 12

• 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+ 59

• 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 17

• 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 27

• WealthWorks+ 4.21 New Features and Release Notes
• WealthWorks+ 4.20.0 New Features and Release Notes
• WealthWorks+ 4.19.0 New Features and Release Notes
• WealthWorks+ 4.18.0 New Features and Release Notes
• WealthWorks+ 4.17.0 New Features and Release Notes

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