Troubleshooting & Questions
General troubleshooting and answers to questions
Occasionally MTD users can experience the following error when trying to submit a VAT return: VAT Return Problem – Invalid Request to WealthWorks Support...
Tue, 26 Nov, 2024 at 10:04 AM
If you can't see a contact you are expecting in WealthWorks+, it is possible that the contact was added in Troika, since the WealthWorks+ 4.12.1 release...
Tue, 12 Sep, 2023 at 11:04 AM
The following Statutory Forms can now be generated in WealthWorks+, for the following jurisdictions. Gibraltar FAR01 Annual Ret...
Fri, 5 Jul, 2024 at 12:59 PM
An address not showing as expected on a report could be as a result of a number of things, including: Has the address been entered against the contact/...
Fri, 5 Jul, 2024 at 12:47 PM
In the event other areas in WealthWorks+ appear to be loading as expected, but the Contact Directory seen within WealthWorks+ > Contacts > Contact Dir...
Tue, 21 May, 2024 at 9:59 AM
The Health Check within WealthWorks+ > Options > System Administration can indicate potential issues within your database. In the event users would li...
Mon, 3 Aug, 2026 at 12:19 PM
A Managed Entity is an entity which will be included in the dashboards, reporting and processes, such as bulk assignment of changes and change approval. ...
Tue, 10 Feb, 2026 at 10:55 AM
We received reports of clients being unable to access their WealthWorks+ installation after applying their WealthWorks+ release, upgrading to version 4.19: ...
Tue, 9 Jun, 2026 at 9:38 AM
In the event you do not already subscribe to this service, and are interested in activating it, please contact our support team to arrange for a LexisNexis ...
Fri, 2 Oct, 2026 at 12:07 PM