Support-Drive-What’s-New -

Relate Product Support Centre

DRIVE CRM Product

What’s new?

DRIVE Version 3.4 (June 2023)

DRIVE Version 3.4 is now available to download. This update includes:

Duplicate checking for lodgement numbers
Option to auto-extend Year End Date
Linked Clients, effective ‘To’ date, to end link
Irish Version of Export of Client data to Accountancy Manager import
Optional bulk sending of emails using SendGrid (instead of M365)
Adding Doc. No to WIP Allocation Validation
Branding Update

Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

To download the update go to DRIVE CRM & Practice Management
Downloads

DRIVE Version 3.3 Build 2 (August 2022)

DRIVE Version 3.3 Build 2 is now available to download. This update includes:

Optional OAuth Authentication for Email
Export of Client and WIP data to an Accountancy Manager import template
Books In and Deadlines tabs in Client Details
Warning message when transactions are entered dated prior to the period start date

Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

To download the update go to DRIVE CRM & Practice Management\Downloads

DRIVE Version 3.3 Build 1 (January 2022)

DRIVE Version 3.3 Build 1 is now available to download. This update includes:

Annual Return Date Due/Deadline changed to 56 days from ARD
New Copy Timesheet option
New link to CRO to Pull Client data e. g. Year End, ARD etc.
Client/Job specific charge-out rate

Click here to download
Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

DRIVE Version 3.2 Build 2 (April 2021)

DRIVE Version 3.2 Build 2 is now available to download. This update includes:

VAT Return changes for Postponed VAT Accounting (ROI/NI & UK)
Additional Timesheet Validation
Additional Merge fields on Microsoft Word Statement

DRIVE Version 3.2 Build 2 (April 2021) is now available to download.

Click here to download
Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

DRIVE Version 3.2 Build 1 (September 2020)

DRIVE Version 3.2 Build 1 is now available to download. This update includes:

Improved Performance
Bank Imports
MTD VAT Return – Multiple Cost Centre VRN
Report enhancements
Client selection code or name option
Datamining ‘Empty’ Date filter option
Northern Ireland ‘Confirmation Statement’ System Deadline

DRIVE Version 3.2 Build 1 (September 2020) is now available to download.

Click here to download
Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

DRIVE VAT Rate Change Routine September 2020

DRIVE VAT Rate Change Routine September 2020 is now available to download.

Click here to download
A Guide on how to download and run the routine, what it does and does not do can be downloaded from here also
Click here to download the Guide

DRIVE Version 3.1 Build 1 (March 2020)

DRIVE Version 3.1 Build 1 is now available to download. This updates includes:

TLS 1.2 – Mandatory if using MTD to file VAT Returns to HMRC
.Net Framework 4.6
MTD VAT Return Exception Report
Improved Import Routine
Changes to Year End
Enhanced GDPR functionality
Four Weekly frequency in Deadline Setup

Download and read the Release Notes

DRIVE Version 3.0 Build 26 (May 2019)

DRIVE Version 3.0 Build 26 is now available to download. This update includes:

Making Tax Digital (UK)
Enhancements to several reports
Deadline Staff re-assignment
Credit Notes Email option

Download and read the Release Notes

DRIVE Version 3

‘Relate DRIVE CRM & Practice Management Version 3 is now available to download. The main changes in this update are additional modules for:

Budgets
Credit Control
Alerts Manager
GDPR

Download and read the Release Notes

The new legislation will usher in the most comprehensive overhaul of Irish company law in over 50 years and we will provide you with a detailed synopsis of the highlights and notable changes that are to be introduced.

Pat Doyle
ACIS, Corporate Law & Company Secretarial Practice

A concise guide to the practical measures that Accounting Firms need to take from a tax perspective in adhering to FRS102.This will link up and follow on smoothly from the earlier presentation on the Accounting implications of FRS 102 covered by previous speakers.

Alan Lawlor
FCCA AITI

The Statement of Recommended Practice applies to Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and ROI (FRS 102) - effective date January 2015.

Ronan O’Brien
CPA, QFA