This article assists users in the Setup phase of Active Workpapers.
Linking a source can be performed in either the Excel taskpane or the web. This article will show you how to link a client's cloud based accounting software to your binder.
If you have not yet created your workpaper binder, see the knowledge article: How to create a binder.
Note: Where your firm uses both Active Ledger & Reporting and Active Workpapers, see the knowledge article: How to link an Active Ledger source to a binder.
Linking a cloud data source
Navigate to the Home screen of the binder. If this is the first time you have accessed the binder you will see the option to Connect File in the Connection Details section at the top of the screen.
The following screen will open. Select your cloud file provider. Click Add Source.
Log in to your account as it prompts to do so.
Select the file you wish to use with Active Workpapers. Press Continue.
Once returned back to Active, select the file you wish to use with Active Workpapers. Press Connect, then Add Source.
Adding Columns to the Binder
Once connected, add columns to the workpapers. The previous financial year will be automatically pre-filled for you.
Click + Add Column, which will add the comparative year dataset to your workpapers.
Hint: You can add a calculation column, which can either calculate a variance, percent variance or percent of sales column to compare your current and prior year datasets as indicated below.
Once completed, scroll to the bottom of the Home page and click Save and Close.
Your cloud accounting data will now be loaded into the Index screen, ready to complete your workpapers.
Next article: How to add a standard workpaper record to a binder.