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A. To change your own password log in and go to the 'My Info' tab on the top right of the homepage. You can then enter a new password (twice to verify) and save.

If you are the account administrator you can go to the 'users' tab and change passwords for other staff members (say if someone has left the firm and you don't want then to have access but there are still open jobs that they have worked on so you still want their names appearing).

A. This happens where the Management Letter page has been concluded then subsequent management letter points are created.

This was an unforeseen side-effect of changing the permissions system so that data could update even when pages were concluded (say when a journal is posted how it updates all the pages where that data appears) so it does the same thing with management points which have boxes that must be completed. 

We will perhaps need to either give a warning that users need to check this for themselves or think of another way to do it. In the meantime just be aware that if you do create a management letter point you will need to go back and address that on the management letter page - especially if that page has already been concluded.

A. In the data test boxes on transaction testing pages when you add comments these sometimes don't display when the page is refreshed, but when the job is checked back in they return. It writes correctly to the cached database but isn’t pushing the display back correctly in those boxes sometimes because of some minor code error. We will address this issues as soon as possible.

A. To delete a client click the drop down box next to the client's name on the page that lists all your clients. There is an option there to delete. This will then free up space for new clients.