Sole Trade Standard

Updated content releases will not work on previous versions of the Platform.

Sole Trade Standard

Version 7 - platform build 6.30 onwards

The updates within version 7 include:

Correct errors with the variables PriorStartDate and PriorEndDate within the Category Summary - Balance report.
Correction to the display setting of row Prior Net Book Value within the table Tangible fixed assets (found in the note Tangible fixed assets). Now set to non-zero as not required for first year accounts.
Correction to the expression used in the Gross Profit % and Net Profit % expressions found in the Ratios dialog on the Disclosure tab.
Added 'change to landscape' and 'change to portrait' templates, conditioned to be used when more than three columns presented, to the Five Year Summary found in the Standard Sole Trade Accounts and Standard Sole Trade Five Year Summary reports.
Warning added to the Balance Sheet to highlight any differences between the values presented and those posted via journals to the account categories.
Added 'change to landscape' and 'change to portrait' templates to the Tangible fixed assets note conditioned to be used when the note displays more than three columns.
Further improvements to the template when used on the web.
Various fixes to issues with existing disclosures in order to improve the customer experience.

Version 6 - platform build 6.24 onwards

The updates within version 6 include:

Move Rounding, Scaling and Presentation option, now found in the Report Settings dialog on the Summary tab.
Option to edit the text and alignment of the Page Footers also added to the Report Settings dialog.
Added a Report Table Settings dialog on the Summary tab enabling you to edit the text and alignment of the table column headers.
Updated the ignored words (spellings) list.
Formatting improvements to the Funds Flow Statement.
Added new journal classification ‘Prior Period Adjustment (Restatement)'.
Various fixes to issues with existing disclosures in order to improve the customer experience.

Version 6:

Version 5:

Version 4:

Version 3:

Platform build 6.15.7986 onwards.
A format for generating Management Accounts is provided with this release. The Management Accounts report can be configured via a new Management Accounts Table Settings dialog on the Summary tab.
Added UTR field to the Proprietor dialog.

Version 2:

Platform build 6.8.7163 onwards
The Accountants’ Report has been updated in line with ICAEW Technical Release 08/16 AAF
Bug fixes

Version 1: