How to install the Excel add-in (Active Ledger & Reporting)

Active Ledger & Reporting is a fully cloud-based product and as such requires no installation. Refer to the System Requirements for compatible browser versions.

  

Active Ledger Add-in

This optional Excel add-in is available from Microsoft AppSource. It provides the functionality required to import data from Excel into Active Ledger, as well as functions to optimise the format of Excel reports.


Our add-in is available on Microsoft AppSource here:

https://appsource.microsoft.com/en-us/product/office/WA200001894?src=office


System administrators can use the above link to deploy the add-in across an entire enterprise, groups or teams in Microsoft Office 365. 


Users can also install the add-in directly from within Excel. Navigate to the File tab and click Get Add-ins.



Then search for Active Ledger and click Add. 



Follow the steps to finalising the addition process and open excel. You will notice the "Active Ledger" add-in sitting within the Home tab.



The Active Ledger add-in process has now been finalised.


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