Error and Issue

1. Authentication Issue

If a Client is having Issue submitting and gets a Error Message saying, 'Failed to authenticate your credentials with CRO' these are the steps to fix:

1. Tools
2. Presenters
3. Open Company
4. Remove and Re-Type CRO Credentials
5. Click 'Validate Credentials with CRO
   

2. Update SR Number

1. Open CoSec
2. Tools > Utilities > Clear Submission No. (in this case Draft ID)

1. This will remove Company from E-Filling List
2. Open Company > Events > Change Status from 'Sent to CRO' to Ready to E-File'
3. Open E-Filing > Right Click > Restore Submission No. And Fill in SR Number from CORE

3. ROS Sign Issue

If a Client is trying to Upload a B1/B77 but when Status is set to 'Ready to E-File' and then 'ROS Sign' option is greyed out, usually the Issue is due to E-Sign not being Authorised

1. Companies Tab
2. Highlight Company
3. Print Drop Down Option
4. Select B77
5. Grant Authorisation
6. Select Presenter
7. Change Status to Authorised

4. Cancel or Delete Submission ([e-mail])

If a Client needs to Cancel or Delete Submission after Sending in Mistake they need to EMail [e-mail]

Co. Name:

Co. Number:

SR. Number: SR

Signing Method:

Event Date:

Event Type: Form B1C - Annual Return General

5. User Lock

For a User lock. Open Tools > Utilities > Remove Locks

If this doesn't work, then we try to Delete the Login File from the Database Server - CoSce.ldb

If that doesnt work there IT will need to try and Delete and If no joy then there IT needs to re-boot the server

6. Marking Company a Non Client when it has Events

If a Client wants to Make Space for New Companies/Clients, but doesnt have enough space these are the steps of what has to be done:

1. Open Company
2. Events
3. All Events need to be Marked as 'Ready to E-File'
4. They will then show in E-Filling List
5. Make Note of the Draft ID or Submission Number
6. Open Tools > Utilities > Clear Submission No. > Enter in Draft ID or Submission Number
7. Once this is done for All Events, Open Misc and Tick Box for 'Change Company to Non-Client'

This will remove it from being an Active Company, but it will still be on system in Background

7. Issue Submitting due to Signatures Validation

If a Client is getting this Error Message, they need to Validate Officers/Directors

1. Tools
2. Utilities
3. Validate Officers

If this doesnt work they will need to Email IT CRO ([e-mail]) to get them to Resolve and Validate Officers/Directors on CRO Side

8. Changing Auditors Registration Number

If a Client is looking to Update/Change Auditors Registration Number, these ae the Steps:

1. Open Tools > Lookups > Auditors
2. Change Registration Number
3. Click Update

09. Officer Not Found in CRO Record

When sending a submission to CRO, Officer Details must match what is on CRO records

Select Companies

Click the Company in question to highlight it within the Company Browse

Now that you have located the company, you can compare CRO details and Company Secretary Details by clicking CRO Details

This will allow us to Compare CRO Data with our own in Relate Company Secretary

Note: It’s important that officers name includes the Same characters as they do on CRO Data

Do keep an eye out for any special characters which may be included in the name as these characters often cause errors if the names AND characters are not matched up exactly including Hyphens and Fadas

If your submission is rejected due to an invalid director name, confirm the name exactly matches CRO records, including punctuation. Use the Update CRO Data tool if needed.