Implementation

Steps to be completed by the firms Active Owner or Admin user     

System configuration

1. Owner/Admin user within the firm to log into the Active Platform: Click here    
2. Establish a connection to Xero Practice Manager following the integration article: Click here
   Note: For firms not on Xero Practice Manager that have purchased a practice management system integration (i.e. MYOB or APS), please reach out to your Account Manager to discuss next steps   
3. If the Owner/Admin user wishes to customise the Active Platform to ensure a standardised solution is developed for the firm, please refer to the Support Centre. This site assists Owners/Admin users with providing step-by-step guides in relation to the customisation of the firms Platform: Click here.  

User configuration

1. Navigate to the Admin Centre and license users appropriately to Active Ledger & Reporting following the administrator article: Click here
2. For users who have not taken part in your firms trial of Active Ledger & Reporting, please ensure that they have installed the Excel add-in. This will allow users to use the product in both the web, and Excel. To install the add-in for Active Ledger & Reporting, click here. 

Training

Refer to the below table for the various training materials available. It is recommended that users view these materials in order as shown in the table. 

Note: The table can be copied and pasted into an email to be sent to users.