Troubleshooting / Account Maintenance
In this section you will find various documents that will Troubleshoot various issues and help with account maintenance within SortMyBooksOnline. If there is anything missing that you would like to see, just let us know and we can create it.
- Essential Utilities
- Flash Fix for Charts and Upload buttons
- Changing from Sole Trader to Limited Company
- How do I find something I have already entered?
- How to avoid my mails going to spam
- Why is it saying a transaction is locked when I want to delete or change it ?
- Nominals available by Company Type
- How to change invoice borders
- How to reopen a Closed Accounting Year
- How To edit Products & Services
- Troubleshooting the Vat Errors Dashlet
- How to change Nominals Products Services and Jobs / Projects
- How do I change my password ? or I forgot my password !
- Error when emailing an invoice, statement or quote
- Lock or Reopen Vat Period, Bank Rec or Till Cashup
- Nominal Merging