Author Archives: support

Register device on iPhone / iPad / iOS not working

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Problem: When using a iOS device such as iPhone or iPad, users can log on using their user name, password and pin number. If they go in to settings and register the device everything appears normal. However when log in again the pin is asked for each time.

Solution: The most common reason for this is that you are viewing the site in private mode on the web browser – Safari. This can be difficult to work out with the new iOS. Open Safari web browser on your device and click on the icons shown by the red arrows below:

app1

Ensure the PRIVATE area is not highlighted. See bellow:

app2

Private mode should be switched off for the pin top work. There is no extra safety provided by browsing in Private mode. You will need to register the device again and it should remember the device and not ask for a pin each time now.

 

 

Bank Statement Importing Implemented

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The banking view now offers a simple solution for your bank reconciliation. Log on to your Internet banking website and download the statement in QIF format. Some banks offer 2 or 4 digit year options, select the 4 digit option if offered. You will need to save the file on your computer and then log on the Web Practice live and select upload from the banking view. Each of the transactions will need to be categorised. Once done, from the reports view you can print account summaries, Tax returns and GST returns.

Tip #1: Each time you download your statement from the bank make sure you do at least a whole month. This will make sure you are not missing entries or doubling up on entries.

Tip#2: Delete the saved file from your computer for security and empty your trash bin.

Tip#3: Make sure all payments are done electronically. i.e. don’t withdraw cash and spend it on your business. This will enable you bank statement to become a ledger and save you time as prove record of transaction for the tax department.

New website design and upgrade

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Season’s greetings. During the holidays we will be redesigning the website and making it more user friendly to access information. This section is planned for updates and features of our products, namely WebPracticelive. We will be posting the latest updates as they are rolled out in the future.