Overview: A binder is all the information relating to a specific job for a given period. Typically, a binder can include the trial balance (the index) along with supporting records, worksheets and documents. Admin users are able to tailor binder behaviour options to suit their firm.
Please refer to the Glossary for definitions of key terms used in this article.
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Edit binder behaviour preferences
From the Admin Centre, click on Workpapers Admin under the Workpapers banner.
Click on Preferences.
The Active Platform ships with the below screen.
You can tick or untick, or select any of the General Workpaper Settings items to specifically suit your firm.
PREFERENCE | DESCRIPTION |
Allow Excel binder checkout | Enabling this removes the binder from the Active Platform and the user takes responsibility for safekeeping the file. |
Enable General Ledger Analysis quick insert | Enabling this allows users to have two options when adding a general ledger record template - one being the standard general ledger extract, and the second being the general ledger extract analysis which provides more detail. |
Move 'Reimport All Columns' option to the 'Settings & Tools' menu | Enabling this will ensure the 'Reimport' button on the index changes to only refreshing the primary column. To refresh all columns, users need to navigate to Setting & Tools and action from there. |
Disable worksheet preview while in review mode | Enabling this will not allow reviewers to preview any of the worksheets linked in the binder in the web, meaning they will have to open the Excel binder to view these worksheets. |
Display list of Unverified Balances | The QA Centre will ordinarly show three sections:
If this checkbox is selected, there will be a fourth section called Unverified Balances which will show all balance sheet and equity accounts (excluding retained earnings and current earnings) that don't have a supporting document. |
Include bulk insert records as part of binder creation process | Enabling this will ensure the bulk insert wizard will pop-up when creating the binder so you are able to bulk insert recommended record templates. |
Account Swinging Behaviour | Allows admin users to choose to not swing accounts, swing the entire row based on the primary column balance, or swing each column balance independently.
For more information, see the support article: How to set up and use account swinging. |
Use Lead Schedule | Allows admin users to enable or disable the use of lead schedules. There are four options available for selection:
For more information, see the support article: How to enable the use of lead schedules. |
See an example of the General Workpaper Settings, as below.
You are also able to change the default options for the Binder Workflow Automation items.
PREFERENCE | DESCRIPTION |
Status Updates | Admin users are able to select a status for the following:
You are also able to add more rules by clicking + Add Rule. |
Email Notifications | Admin users are able to select a binder status required to send an email notification to one or more of the following:
You are also able to add more rules by clicking + Add Rule. |
Export Prompts | Admin users are able to select a binder status required to enable a prompt for users to export the binder. |
Worksheet Locking | Allows admin users to choose whether they wish to lock the record template:
If one of these options are selected, no edits can be made to the record template when the record template is set to the relevant status. |
See an example of the Binder Workflow Automation settings, as below.
There are two final preferences which can be changed, as below.
PREFERENCE | DESCRIPTION |
Binder Export Settings | Allows admin users to select the sections of the binder to be included in the default export including:
You are also able to select whether the binder should be exported in Excel format and if supporting documents are to be exported as individual files as well as in the default PDF export.
For more information, see the support article: How to complete and export a binder. |
Binder Pre-approval Requirements | Allows admin users to select binder pre-approval requirements in order for the binder to be able to be set to 'Awaiting Review' or 'Completed'. |
See an example of the Binder Export Settings, as below.
Also an example of the Binder Pre-approval Requirements. Once you have made your selection, click Save and Close.
