Overview: To provide an implementation and training guide for Active Workpapers and Ledger & Reporting for firms with between 1 and 10 users.
Context: By the end of this guide, you will be able to successfully configure various systems and users, and direct users to the appropriate training guides.
Implementation
Steps to be completed by the firms Active Owner or Admin user
System configuration
Owner/Admin user within the firm to log into the Active Platform: Click here
Establish a connection to Xero Practice Manager following the integration article: How to set up and use the Active - Xero Practice Manager (XPM) integration
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.
Establish a connection to FYI Docs (if applicable) following the integration article: How to set up and use the Active - FYI integration
Establish your tax agent connection to the ATO within Active following the administrator article:
[AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATO
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 below material:
Resource | Summary | Active Workpapers | Active Ledger & Reporting |
Training Centre | This is a free, self-paced learning course to assist Owners/Admin users with understanding how to use the Admin Centre within Active Workpapers to customise the firms Platform. | N/A | |
Support Centre | This site assists Owners/Admin users with providing step-by-step guides in relation to the customisation of the firms Platform. |
User configuration
Navigate to the Admin Centre and license users appropriately to Active Workpapers and Ledger & Reporting following the administrator article: How to manage licenses
For users who have not taken part in your firms trial of Active Workpapers and Ledger & Reporting, please ensure that they have installed the Excel add-ins. This will allow users to use the product in both the web, and Excel.
To install the add-in for Active Workpapers, follow the steps in this help article: How to install the Active Workpapers add-in
To install the add-in for Active Ledger & Reporting, please see How to install the Excel add-in (Active Ledger & Reporting)
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.
Resource | Summary | Active Workpapers | Active Ledger & Reporting |
Quick start video | These videos give users a brief overview of Active Workpapers and Ledger & Reporting. | ||
Training Centre | This is a free, self-paced learning course for users to assist with their understanding of how to use Active Workpapers and Ledger & Reporting. | ||
Getting started guide | These guides assist users with navigating Active Workpapers and Ledger & Reporting to start a standard compliance job. | For MYOB AE users: Click here | |
Support Centre | This site assists users with providing step-by-step guides in relation to various topics including:
The Support Centre is useful for users who are wanting to learn how to use Active Workpapers and Ledger & Reporting, as well as for users looking to obtain information regarding specific queries. |