Overview: Lead schedules are a powerful feature that enhances your Active Workpapers experience by allowing you to create custom groups of accounts. This improvement fosters better organisation and provides a clearer understanding of your work.
The Lead schedule view offers an intuitive and comprehensive way to visualise and manage grouped accounts, streamlining your workflow and boosting productivity.
Please refer to the Glossary for definitions of key terms used in this article.
Enabling lead schedules
By default, for Australian users, the use of lead schedules is set to 'Do Not Prompt', while for United Kingdom users, the use of lead schedules is set to 'Always Yes'.
If you have administrator priveleges, you are able to change the default settings in the Admin Centre. See the support article: How to enable the use of lead schedules for more information on how to do this.
Making a header a lead schedule
After enabling lead schedules on the binder level, navigate to the Accounts screen.
Right-click on the account type and click Add Custom Header.
Enter details such as 'Account Name' and tick the 'Lead Schedule' checkbox.
Click Save.
Note: The Export Fields are only relevant if your firm has the External Reporting feature enabled. For this reason, these fields are not discussed in this article.
Arrange accounts under respective lead schedule headers by doing one of two things:
Clicking on the relevant accounts, right-clicking on the header account and selecting Insert Selection into this Account (most commonly used); or
Dragging and dropping the account on top of the header.
This will add these accounts under the header, as below.
Note: If you wish to update the chart of accounts at a firm level instead of per client, see the support article: How to create a standard chart of accounts. Only admin users are able to adjust this in the system.
Viewing trial balance in lead schedule format
Once you have arranged the accounts as appropriate, navigate to the Trial Balance screen in the index and click on the View Lead Schedules icon.
This will change the trial balance view to be in lead schedule format which will condense all lead schedules to one total line.
Adding a lead schedule record to a lead schedule item
Click + Add Record against any lead schedule item. In this case we will select to add a record against Debtors.
Select the Lead Schedule record template option.
Enter details including the 'Reconcile To' amount and click Save and Close.
A green tick will appear on the index to indicate that there is a two-way match between the record template and the trial balance.
