How do I download updates for Software Assistant?

There are numerous ways of downloading updates for Software Assistant.

  1. When a new update is released, we will send notification emails to all existing clients. The email will contain a download link to the update.
  2. When a new update is released, you will be automatically notified within Software Assistant via a popup message
  3. You can download updates directly from our website. Click here for latest updates

Error: 'Assistant’s registry items have been detected in virtual store'

Please contact support for assistance with this issue. 

How do I de-register Software Assistant?

Follow the steps below to de-register Software Assistant from your computer.

  1. Open Register Assistant (run a search for this application via your Windows Start Menu)
  2. Un-tick the modules that you wish to de-register.
  3. A message will appear asking if you would like to de-register the module, click 'Yes'.
  4. Click on the 'Register' button.
  5. The registration form will connect to our server and de-register the selected modules from your computer.

You can now register Software Assistant on another computer.

Error: 'Cannot find server' is shown when trying to register.

If no activation codes appear when you click try to register Assistant, check to make sure no firewall programs are blocking the registration form from accessing our server. This is common with CA, Norton, BitDefender, Trend and Avast Anti-virus. Either disable the firewall completely or add an exception to allow “register.exe” to access the internet. This file can be found in the following location:  C:\Program Files (x86)\Software Assistant\Assistant

If you receive a “Cannot find server” error message, check that your Internet connection is active and try again.

If you are still unable to register, you may be able to register the software manually.

Error: 'DATA directory is blank or does not contain 'Clients.DB'' is shown when trying to Configure BDE

This error occurs when there is no Clients.DB file in the folder you are trying to link Assistant with. Verify that your data directory is correct. You must have a Clients.DB file in your data directory. If not, you are either pointing to the wrong directory, or you may have a corrupt DB file.

Error: 'Network initialization failed: Path not found' is shown when trying to open or upgrade Software Assistant.

You may need to 'Configure BDE' if your database is on a server or network drive.

  1. Open Register Assistant via the Windows Start Menu (run a search for the application)
  2. Click on Advanced
  3. Ensure the Data directory path is correct
  4. Click on Configure BDE
  5. Close the form
  6. Re-run the update or upgrade.

Error: 'Assistant has NOT been registered’ is shown when trying to open Software Assistant.

You will most likely come across this after installing onto a new computer or after an update.

  1. Open Register Assistant via the Windows Start Menu (run a search for this application)
  2. Ensure the software is showing as registered. Complete the registration process otherwise.

Error: 'The directory is being controlled by another .net user' is shown when trying to open Assistant.

This problem can be caused by the computers on the network having a different database path to one another.

  1. Make sure everyone on the network has logged out of Software Assistant.
  2. Go to Assistant’s Data folder, usually 'C:\ProgramData\Software Assistant\Assistant\Data', unless your data is on a network drive.
  3. Locate the following files 'PDOXUSRS.NET' and 'PROXUSRS.LCK' and delete these files if present.
  4. Open Register Assistant via the Windows Start Menu (search for this application)
  5. Click on Advanced
  6. Check that the data directory is correct in the registration form then click on the 'Configure BDE' button.
  7. Repeat the above step on all computers. Make sure all computers have the same data path (the drive letter can be different but the rest of the path to Software Assistant’s data has to be identical on all computers).
  8. Open Verify and backup data via the Windows Start Menu (search for this application). 
  9. Tick the first three boxes only and click on ‘Proceed.’
  10. Attempt to run Software Assistant on all computers.

How do I get returns to show in the lodgment queue after setting the return status to ‘signed’.

If you have set the return status to signed and it is still not showing up when you click on the PLS button, then the agent reference number in the Options form does not match the agent number in the tax return, or it is missing. Software Assistant will only include tax returns in the lodgment process if their agent reference number matches the one entered in the User section of Software Assistant’s Options.

  1. Open Software Assistant’s Options
  2. Click on the User tab
  3. Make sure the agent reference number matches the one in the return.

How do I enter previous years transaction entries in the Ledger?

To create entries for a past financial year in the present year, you’ll need to configure that client’s ledger for a previous year.

  1. Open the Client Details form.
  2. Click on the Ledger tab.
  3. In the 'Year ends' field, enter a previous financial year.
  4. Click on the Ledger button. A general ledger will be created for the client with the current period being the year you specified.
  5. To create transactions for a later year, you have to double click on the 'Close Year' command.
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