Overview: This quick start video provides you with essential steps to get started with using Active Workpapers, including;
Adding client groups and clients
Adding source data and binder details
Understanding binder sections
Understanding the difference between the web and Excel
Adding records and using the recommendation features
Reconciling accounts using Business Fitness worksheets
Preparing journals and adjustments
Adding checklists, internal notes and client queries
Using the QA Centre
Please refer to the Glossary for definitions of key terms used in this article.
Watch the video
Additional resources
Ready to take the next step and learn more? Refer to the following for guidance.