Overview: Various functions within Active Ledger & Reporting requires the use of an Excel based add-in to import data from Excel into Active Ledger, as well as optimise the format of Excel reports.
Please refer to the Glossary for definitions of key terms used in this article.
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Prerequisites for the Active Ledger & Reporting add-in
Before installing the Active Ledger & Reporting add-in, please ensure:
You have a supported Microsoft 365 subscription (Business Standard, Business Premium, or an Enterprise plan). See below:
Refer to our System Requirements page for a full list of prerequisites for using the Active Platform.
Ensure you are signed into Excel with only one email account— this must be your work email and the same email as your Active Platform login.
Avoid being logged into Excel with both personal and work accounts and/or multiple emails at the same time, as this can cause conflicts.
If you have recently purchased or changed your Microsoft subscription please sign out of Excel and sign back in, or click File > Account > Update License in Excel.
Installing the add-in
Navigate to Microsoft AppSource using the following link: Active Ledger & Reporting - Microsoft AppSource
Note: System administrators can use the above link to deploy the add-in across an entire enterprise, groups or teams in Microsoft Office 365.
You should see the following screen. Click Get it Now to download the add-in and sign in using your Microsoft credentials if you are not already signed in.
You will then be presented with this screen. Click Open in Excel.
You will now see the below screen. An 'Active Ledger & Reporting' taskbar has been added to Excel.
You have now successfully downloaded the Active Workpapers Excel Add-in.
Deploying the Active Ledger & Reporting add-in firm wide from the Microsoft 365 admin center
For Microsoft Administrators who want to deploy the add-in firm wide for all users from the Microsoft 365 admin center, follow the instructions: Deploy add-ins in the Microsoft 365 admin center.