Active Platform
Active Workpapers
Getting Started
- Trial checklist (Active Workpapers)
- Quick start video (Active Workpapers)
- Getting started guide (Active Workpapers)
- Best practice guide for admin users (Active Workpapers)
- How to install the Active Workpapers add-in
User Guides
- How to create a binder
- How to import a trial balance using Excel
- How to align client opening balances (Active Workpapers)
- How to use the online and Excel binder
- How to link various records to a binder
Automation Features
- [AU] List of automation features - Active Workpapers
- [UK] List of automation features - Active Workpapers
- [NZ] List of automation features - Active Workpapers
- [AU] How to use ATO integration - BAS lodgements
- [AU] How to use ATO integration - integrated client and income tax account
Binders & Templates
- [AU] Template training sessions (Active Workpapers)
- [AU] Release schedule 2024 (Active Workpapers)
- List of record templates
- [AU] List of binder templates
- [AU] How to use the Tax Planning binder
Administrator Guides
- How to customise job, record and client query statuses
- How to add a firm record template
- How to customise firmwide binder tolerances
- How to customise matching rules
- How to customise record template recommendations
Troubleshooting Guides
- Whitelist URLs (Active Workpapers)
- Storage Limits (Active Workpapers)
- How to troubleshoot Excel sync issues
- How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.
- How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'
Educational Webinars
Active Ledger & Reporting
Getting Started
User Guides
- Active Ledger files - overview
- Datasets - overview
- Datasets - manage sources
- Datasets - Excel trial balance import
- Datasets - journals
Advanced User Guides
- Accounts - auto-allocate matching rules
- Reporting - accounting policies and disclosures
- Statement of Changes in Equity
- Consolidations
- Creating custom and financial tables
Administrator Guides
- Managing firm default matching rules
- Managing the standard chart of accounts
- Reporting - overview
- Reporting - content editor
- Reporting - content fields
Educational Webinars
Troubleshooting Guides
Active Workflow
Getting Started
User Guides
- How to create a job
- How to edit a job
- How to search and filter jobs
- How to create recurring jobs
- How to create tasks
Administrator Guides
- How to use the Admin Centre
- How to customise Kanban columns
- How to customise job statuses
- How to customise job types
- How to customise deliverable types
Business Fitness Products
Account Management & Authentication Guides
- Setting up your Business Fitness Account
- Managing your Business Fitness Account
- Resetting your Business Fitness Account authenticator
- Transferring your Business Fitness Account authenticator codes to new phone
- Exploring Authentication Options for Our Products