Error: Client must have an NI, tax reference, or Companies House number in Accounts Production Advanced when saving a report to Onvio Documents

Scenario

The client must have one of:

National Insurance number
Tax Reference\UTR
Companies House Registration number

when adding documents to Onvio Documents.

Solution for a sole trade client

Open the sole trade client in Accounts Production Advanced.
Select the
Summary
tab.
Select
Proprietor
.
Enter the
UTR
for the proprietor.
note
If the UTR field is not present and the client is integrated with Practice Management, select
Edit
, enter the UTR in Practice Management, then refresh the client in Accounts Production Advanced.
If the
UTR
field isn't present, you'll need to update the template:
Go to
Tools
, then
Content download
.
Select
Install
.
After Accounts Production Advanced has applied the updates, open the client and upgrade to the new template.

Solution for a partnership client

Open the partnership client in Accounts Production Advanced.
Select the
Summary
tab.
Select the
General
tab.
Enter the
UTR
for the partnership client.
note
If the
UTR
field isn't present and the client is integrated with Practice Management, select
Edit
, enter the UTR in Practice Management, then refresh the client in Accounts Production Advanced.

Solution for limited companies

Open the limited company client in Accounts Production Advanced.
Select the
Summary
tab.
Select the
General
tab.
Enter the registration number for the limited company client.
note
If the registration number field isn't present and the client is integrated with Practice Management, select
Edit
, enter the registration number in Practice Management, then refresh the client in Accounts Production Advanced.