Frequently Asked Questions

Q How do I create a new company?

A From the Company List screen simply click on the New button and enter the company details in the entry screen.

Q When I set up a new company or a new director, why are some of the tabs greyed out and not available?

A Some information can only be entered after the new record has been created.  Once the basic information has been entered, click on Save to save to disk.  You will now be able to enter the further details.

Q Why are some members and directors shown in red in the selection list?

A If the Include All option has been checked, then the lists will show all members and directors regardless of whether they were current entries at the As At date.  However, all entries that are not current by reference to the As at date will be shown in red.

Q Why does the list of members or directors not show all members and all directors?

A Unless the Include All option has been checked, the list will only show those persons that are current by reference to the As At date.  Simply change the As At date to show the persons current at another date or check the Include All box to show all persons, regardless of dates.

Q Why are some "Person" entries shown with an exclamation mark?

A If the software finds two or more person entries with identical names it will list them with an exclamation mark against each. If the entries actually relate to the same person then it is important that the two entries are "merged" into one, otherwise the automated organisation of Other Directorships and Directors Interests in Shares will be unable to determine the correct relationships.

Q Why are Other Directorships and/or Directors Interests in shares not picking up correct entries?

A If you have inadvertently created multiple Person records for the same person and allocated different persons (albeit with the same names) to different directorships, secretaryships or memberships then the software will not be able to determine that these entries actually relate to the same person. It is therefore necessary for the  relevant person entries to be "merged" into one.

Q My firm has more than one branch or trading name.  How can I assign different presenter details to different clients?

A The program allows you to create as many different sets of presenter details as you like. From the File menu select Presenters Details and click the New button to add additional presenters.  Once added, these can be assigned at will to individual clients.

Q Many of my clients use the firm's address as their registered office.  Do I have to type in the address for each client?

A No.  Simply check the Registered Office at Presenter box on the client Company Info. tab

and the address of the presenter will automatically be inserted as the registered office address.  Furthermore, this will allow you to print an alphabetical list of companies at each presenter for the purposes of displaying at your offices.

Q I am creating several records which have common information, eg. the addresses of directors.

How can I avoid having to re-type information?

A Edit or create a record and save it.  Then, when you edit or create another record, if you hold down the control key and press the ' (single quotation mark) key whilst in an entry field, this will duplicate the contents of the same field from the previous record.

Q Most of the time I want the presenter details to print on forms but sometimes I do not.  Can I turn the printing of presenters details on and off?

A Yes you can.  Each time you print a form which has presenters details on it you may un-check the Print Presenters Details box on the margin adjustment screen that pops up prior to printing.

Q How do I print reports and forms?

A Reports and forms are all produced by clicking on the Reports/Forms menu option and selecting one of the options from the drop down menu.  The available reports will vary according to which screen is currently open.  For example, company registers of all directors, members etc. can be printed when displaying company information, whereas a Form 288 can only be printed when the relevant director's details are being displayed.

Q Are the Companies House forms which are produced by the program onto plain paper acceptable to Companies House?

A Yes.  All such forms have received approval of their design by Companies House.  It is important, however, that they are printed on a good quality printer in order to ensure that the forms are accepted by Companies House.

Q All the reports have “Evaluation Copy” printed on them.  Why?

A You have either, not entered your license details, incorrectly entered them or the license has expired.  In all these circumstances the program will function normally except that no new companies may be created and reports will bear the “Evaluation Copy” stamp.

Q I am trying to enter a new share transaction and the program is prompting for a Share Type.  However, the list of available share types is empty.  Why?

A The program allows you to create an unlimited number of share types (classes of shares).  This must, however, be done prior to entering a share transaction.  Simply select the Share Types tab and insert details of the relevant share types.  When you then go back into share transactions, the list of share types will not be empty.

Q The Annual Return Form 363a does not show the nominal value of the Issued Share Capital.

A Simply enter the nominal value of each class of shares by editing the relevant class of shares in the "Share  Types" tab.  The Annual Return will use this information to print the correct details on the Return and schedules.