Getting Started

• CLIENT & CONTACT DATABASE
• How do I know if I am using the latest version of DRIVE?
• Drive User Manual
• User Profile
• All About Cost Centre

Drive Desktop

• Diary and Tasks
• Job Plans
• Jobs
• VAT Return: Making Tax Digital
• VAT Returns
• Setting Up VAT Rates

See all 12 articles

Connectivity

• Investigating Performance Issues
• ODBC Connection (Single User)
• SQL Instance Stopped (All Users Unable to Connect)
• Confirming that the End User can Access the Server

Charge Out Rates

• Setting Up Staff Charge Out Rates in DRIVE

Installation/ Update

• How To Update to the Latest Version of DRIVE
• How to Download and Install DRIVE 3

Access Rights

• Access rights

Billing

• Billing

Accrued WIP

• Accrued WIP

Configuration

• Troubleshooting Connectivity Issues
• SQL Server and End User Requirements
• DRIVE Year End Procedure
• Setting up UDP and TCP Ports

Client Accounting

• Client Bank Reconciliation
• Adding Client Transfers
• Adding Client Receipts
• Adding Client Payments
• Adding Client Bank Accounts

Nominal Ledger

• ACCOUNTS
• Nominal Ledger

Bank and Cash

• Bank Reconciliation Reports Not Matching
• Lodgements and Receipts

Purchase Ledger

• Purchase Ledger

WIP Ledger

• Time Recording

Workflow Management

• Workflow Reports
• Workflow Manager
• Workflow Scheduler
• Workflow Templates

Dashboards

• Adding a Dashboard

Marketing

• Email Merge
• Creating New Word Mail Merge Templates
• Word Mail Merge
• Datamining

Deadline Management

• Deadline Reporting
• Editing a Deadline Date
• Staff Deadline Diary
• Client Deadline Diary
• Creating Client Deadlines
• Defining Deadline Dates

Document Management

• Indexing a Document
• Scanning a Document
• Setting up Document Management

My Communications

• Email Settings
• SMS Settings
• Updating Communication Status
• SMS
• Emails
• Call-Logging

See all 8 articles

Fees Ledger

• Expenses
• Credit Control
• Billing: Examples
• Credit Notes
• Billing: Copy Narrative
• Billing Errors

See all 9 articles

Release Notes

• DRIVE Version 3.5 Build 2 (April 2025)
• Release Notes for DRIVE Version 3.5 (November 2024)
• Release Notes for DRIVE Version 3.4 (June 2023)
• Release Note for DRIVE 3.5 Build 2
• ReleaseNotesDRIVE3.0Build25.26Combined13thMay2019

Frequently Asked Questions

• FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS 2.0

• FREQUENTLY ASKED QUESTIONS 2.0

Server Move

• Overview
• Backing up your SQL Database
• Hardware Specifications
• Restoring a SQL Database