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Changes to officers don't update when I click on Refresh List

Article ID: 2062
Last updated: 10 Nov, 2021

In instances where changes are made to relationships within Practice Manager, if an accounting period already exists, you will need to force a refresh for these changes to take place on the financial statements. To do this, you will need to go to the Officers page within Client Information and click on the Refresh List button.

If you have any entries (notes or postings) where any of the director's/partners are associated, you will get a message similar to the below:

You will need to review each of the points mentioned below and remove any association to related parties, i.e. clear the drop down menu (which will de-select the association from the director/partner) to the blank row:

  1. Open each posting batch and ensure no names appear in the Directors/Partners column
  2. Go to Notes > Edit Notes and de-select the directors/partners from the following:
    • Limited Company
      • Report of the directors > Small company rules
      • Balance Sheet > Balance Sheet Approval
      • Directors Advances, Credits and Guarantees
        • Loans to Directors
        • Dividends Paid to Directors
    • ​​​​​​​LLP
      • ​​​​​​​Report of the Members > Members' Report Approval
      • Balance Sheet > Balance Sheet Approval
  3. Go to Client Information > Officers
  4. Click on Refresh List on the right.
  5. Check that the Officers page updates and displays the expected information.
  6. Go back through the above steps to re-allocate the names against the transaction as required. 
Article ID: 2062
Last updated: 10 Nov, 2021
Revision: 9
Views: 4734
This article was:  

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folder Accounts Production -> General Use
folder Practice Manager