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Set up Onvio

Get started with Onvio, including enabling integration between your Digita applications and Onvio

Update your firm information

Set up permission groups to control staff access to Onvio

Enter staff information and give staff access to Onvio Centre

Enter client information and give clients access to Onvio Client Centre

Configure notifications

Customise the appearance of Onvio Client Centre

Manage your Onvio account

Update your name

Switch between Onvio Centre and Onvio Client Centre

Offices, staff, clients and contacts

Add offices

Add departments

Add staff levels

Add staff information

Add staff to permission groups

Give staff access to Onvio Centre

View staff availability on the Home dashboard

Add clients

Give clients and contacts access to Onvio Client Centre

Migrate client data from Digita to Onvio

Check registration for Onvio Client Centre

View Onvio Client Centre from a contact or client's perspective

View Client Centre as client or contact redirects to login

Add contacts

Projects

Set up project templates

Import project templates

Set up tracking descriptions

Add a project for a client

View active projects on the Home dashboard

Documents

Onvio Documents overview

Add documents in Onvio Documents

Print to Onvio from locally installed applications

Scan documents into Onvio Documents

Request files to be uploaded

Export files from the Documents area

Organise items in Onvio Documents

Download documents

Access your documents using the Onvio Documents mobile app

Share folders

Add folder templates

Send file links via email

Errors

Onvio Link message: No permission to open documents locally

E-signature request from Practice Management is not displayed in the Client Centre

E-signature: Error exporting the PDF to PNG images

Unrecognised contact national identifier type

E-signature errors when sending documents from Digita to Onvio

Time and Billing

Time and expenses

Set up staff rates

Set up service templates

Set up activities

Enter time

Enter expenses

Review time and expense entries

Billing

Bill your clients

Detail billing

Review an invoice

Create a billing statement

Import WIP transactions

Import ledger balances from Excel

Receipts and adjustments

Add bank accounts

Enter receipts

Enter adjustments

Review receipt and adjustment entries

Reports

Firm management reports

Onvio usage reports

Company Formations

About Onvio Company Formations

Company Formations overview

People with Significant Control with section 790ZG protection

Give staff permission to use Onvio Company Formations

Check availability of a company formation project template

Set up Agent Details

Set up Presenter Details

Set up a prospective company as a client

Add a company formation project to a client

Complete a company formation project

Monitor progress of a request to incorporate a company

Find the Company Authentication Code from Companies House

Company Secretarial

Set up e-filing to Companies House using Accounts Production Advanced and Onvio Secretarial

Accounts

Get Started with Accounts

Editing and updating firm templates

Trial Balance overview

Journals overview

Account assignment overview

Reports for Onvio Accounts

File XBRL accounts at Companies House

Send reports for e-signing

VAT

Set up Onvio VAT

Give staff permission to use Onvio VAT

Add a VAT number to a client or contact

About MTD for VAT

Making Tax Digital for VAT resources

Set up your Agent Services Account

Get authorisation from HMRC to use Onvio

Ask a client to authorise you

Set up a client for MTD for VAT

VAT Returns

Use Onvio for MTD for VAT

VAT Periods

Add a VAT scheme

Add a VAT project to a client

Submit a VAT return

Prepare a spreadsheet with VAT Return details

View a client's VAT Returns history

Errors

The client and/or agent is not authorised

Could not renew your HMRC authorisation

Forbidden: MTD authorisation not found

VAT Return: Box 8 cannot exceed Box 6

VAT Return cannot be opened

Troubleshoot

System requirements

Supported internet browsers

Delete temporary internet files or cached files

Test your internet connection

Log in to Onvio when your mobile device is not accessible

Generate a temporary login code

Log in to Onvio without mobile connectivity

Contact our Support team


Contact us

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