Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Known Issues

HMRC Status
Useful Links
Accountancy Practices
and Tax Advisors
Individuals, Businesses, Trusts
and Partnerships
Client Hub
Accounts Production
Tax Return Production
VAT Filer
Company Incorporator
Companies House Forms
Companies House Integration
GDPR Centre
eSign Centre

AML Identity Checking
Limited Company

VAT Filer for Business

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

Article ID: 2062
Last updated: 16 Mar, 2016

When you make changes to the officers in Client Hub, you must also refresh the list on the Officers page in the Client Information section. If you receive an error message after you click on Refresh List, this means that one or more of the directors are still selected in the postings or notes.

To resolve this, follow these steps to remove all associations to any of the directors from the postings and notes:

  1. Open the relevant posting batch.
  2. Scroll through the postings to highlight any directors selected in the relevant column.
  3. Deselect all directors that are selected (change to blank).
  4. Click on Save and Close.
  5. Go to Notes > Edit Notes and deselect the directors from the following:
    • Report of the directors > Small company rules
    • Balance sheet declaration notes
    • Transactions with and loans to directors
  6. Go to Client Information > Officers
  7. Click on Refresh List on the right.
  8. Check that the Officers page is correct.
  9. Go back to the directors that you deselected and reselect them.
Article ID: 2062
Last updated: 16 Mar, 2016
Revision: 6
Views: 1887
This article was:  

Also listed in
folder Accounts Production -> General Use
folder Practice Management