Thanks for the reply.
Yes the old director did have the loan account. However the note still indicates that it is a current company director which clearly he isn't. It is a family company; Is there a way we can transfer this loan to the existing director.��
Regards
��Shafiq & Co
��Chartered Certified Accountants
��400 Cheetham Hill Road
��Manchester M8 9LE
��Tel 0161 795 4555
��Fax 0871 251 7226
On Monday, 11 September 2023 at 11:24:16 BST, UKI Compliance Ideas Portal <1f56bb25b7eee4021ed7f043-sageproducts@iad-prod1.mailer.aha.io> wrote:
Without seeing the data, it's likely that the director still has loan amounts applied to the director. Both the UK and ROI notes are configured to display rows if there are values set against the director rather than whether the director is still serving. There perhaps may be an option to move it to an 'other debtor' rather than retain it against a non serving director, assuming it is still being paid off?
At this point it may be better to contain our support team who will be able to remote assist if they need to investigate further.
Speaking to our support team they are reluctant to make an assumption and would prefer to take a look directly to offer the ebst advice.
Would you be ok to contact us on 01914795999 alternatively I can request a call back but there may be a delay as to when they are able to contact you.
Thanks for the reply.
Yes the old director did have the loan account. However the note still indicates that it is a current company director which clearly he isn't. It is a family company; Is there a way we can transfer this loan to the existing director.��
Regards
��Shafiq & Co
��Chartered Certified Accountants
��400 Cheetham Hill Road
��Manchester M8 9LE
��Tel 0161 795 4555
��Fax 0871 251 7226
On Monday, 11 September 2023 at 11:24:16 BST, UKI Compliance Ideas Portal <1f56bb25b7eee4021ed7f043-sageproducts@iad-prod1.mailer.aha.io> wrote:
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Thank you,
Without seeing the data, it's likely that the director still has loan amounts applied to the director. Both the UK and ROI notes are configured to display rows if there are values set against the director rather than whether the director is still serving. There perhaps may be an option to move it to an 'other debtor' rather than retain it against a non serving director, assuming it is still being paid off?
At this point it may be better to contain our support team who will be able to remote assist if they need to investigate further.
Regards,
Steve Cartlidge
Hi
I am using Sage Account Production.
��Shafiq & Co
��Chartered Certified Accountants
��400 Cheetham Hill Road
��Manchester M8 9LE
��Tel 0161 795 4555
��Fax 0871 251 7226
On Monday, 11 September 2023 at 09:54:37 BST, UKI Compliance Ideas Portal wrote:
#yiv9086737852 a {text-decoration:none;}@media only screen and (min-width:600px) {#yiv9086737852 .yiv9086737852mj-column-per-100{width:100% !important;max-width:100%;}}#yiv9086737852 a:hover{color:#0073cf;}#yiv9086737852 a:active{color:#5ca5e0;}#yiv9086737852 a:visited{color:#0073cf;}#yiv9086737852 h1 a:visited{color:#0073cf;}#yiv9086737852 h2 a:visited{color:#0073cf;}#yiv9086737852 h3 a:visited{color:#0073cf;}#yiv9086737852 h4 a:visited{color:#0073cf;}#yiv9086737852 h5 a:visited{color:#0073cf;}#yiv9086737852 h6 a:visited{color:#0073cf;}#yiv9086737852 .yiv9086737852normal:hover{color:#666;}#yiv9086737852 .yiv9086737852normal:active{color:#666;}#yiv9086737852 .yiv9086737852normal:visited{color:#666;}#yiv9086737852 .yiv9086737852secondary:hover{color:#b5b5b5;}#yiv9086737852 .yiv9086737852secondary:active{color:#b5b5b5;}#yiv9086737852 .yiv9086737852secondary:visited{color:#b5b5b5;}#yiv9086737852 filtered {}#yiv9086737852 filtered {}#yiv9086737852 filtered {}#yiv9086737852 filtered {}#yiv9086737852 filtered {}#yiv9086737852 filtered {}#yiv9086737852 filtered {}#yiv9086737852 filtered {}@media only screen and (max-width:540px) {#yiv9086737852 .yiv9086737852inline-for-medium{display:block !important;width:100% !important;}#yiv9086737852 .yiv9086737852align-right-for-medium{text-align:inherit !important;}#yiv9086737852 .yiv9086737852align-right-for-medium>table{float:none !important;}#yiv9086737852 .yiv9086737852show-for-medium{display:none !important;width:0;overflow:hidden;}#yiv9086737852 .yiv9086737852hide-for-medium{display:block !important;width:auto !important;overflow:visible !important;max-height:none !important;font-size:inherit !important;line-height:inherit !important;}#yiv9086737852 .yiv9086737852show-for-small{display:block !important;width:auto !important;overflow:visible !important;max-height:none !important;font-size:inherit !important;line-height:inherit !important;}#yiv9086737852 table.yiv9086737852hide-for-medium{display:table !important;}#yiv9086737852 td.yiv9086737852hide-for-medium{display:table-cell !important;}#yiv9086737852 th.yiv9086737852hide-for-medium{display:table-cell !important;}#yiv9086737852 .yiv9086737852inline-for-medium{display:block !important;width:100% !important;}#yiv9086737852 .yiv9086737852align-right-for-medium{text-align:inherit !important;}#yiv9086737852 .yiv9086737852align-right-for-medium>table{float:none !important;}#yiv9086737852 h1{font-size:26px;}#yiv9086737852 h2{font-size:24px;}#yiv9086737852 h3{font-size:18px;}#yiv9086737852 h4{font-size:16px;}#yiv9086737852 .yiv9086737852portal-weekly-summary .yiv9086737852portal-activity{padding:5px 0;}#yiv9086737852 .yiv9086737852portal-weekly-summary .yiv9086737852portal-activity>table>tbody>tr>td:first-child{padding:0 !important;}#yiv9086737852 .yiv9086737852portal-weekly-summary .yiv9086737852portal_activity__card-number{width:50%;text-align:right;padding-right:5px;}}@media only screen and (max-width:600px) {#yiv9086737852 .yiv9086737852inline-for-large{display:block !important;width:100% !important;}#yiv9086737852 .yiv9086737852align-right-for-large{text-align:inherit !important;}#yiv9086737852 .yiv9086737852align-right-for-large>table{float:none !important;}#yiv9086737852 .yiv9086737852wrapper--radius>table{border-collapse:collapse !important;}#yiv9086737852 .yiv9086737852wrapper--radius>table>tbody>tr>td{border-radius:0 !important;}#yiv9086737852 .yiv9086737852show-for-large{display:none !important;width:0;overflow:hidden;}#yiv9086737852 .yiv9086737852hide-for-large{display:block !important;width:auto !important;overflow:visible !important;max-height:none !important;font-size:inherit !important;line-height:inherit !important;}#yiv9086737852 br.yiv9086737852hide-for-large{display:inline !important;}#yiv9086737852 table.yiv9086737852hide-for-large{display:table !important;width:100% !important;}#yiv9086737852 td.yiv9086737852hide-for-large{display:table-cell !important;width:100% !important;}#yiv9086737852 th.yiv9086737852hide-for-large{display:table-cell !important;width:100% !important;}#yiv9086737852 .yiv9086737852inline-for-large{display:block !important;width:100% !important;}#yiv9086737852 .yiv9086737852align-right-for-large{text-align:inherit !important;}#yiv9086737852 .yiv9086737852align-right-for-large>table{float:none !important;}}@media screen and (max-width:540px) {#yiv9086737852 .yiv9086737852divider--show-for-small{display:block !important;}}
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Good morning, can you please confirm which accounts production software you are using please?
Sage Accounts Production
Sage Accounts Production Advanced
Sage Final Accounts
Regards,
Steve Cartlidge