Overview: Often times users may enquire about setting up materiality threshold or tolerances in Active for various workpapers/records.
This guide explains how to set tolerances at different levels in Active
Firm Level and/or Account Type Level
Navigate to:
Admin Centre > Workpapers Admin > Binder Settings > Tolerances
Binder Level
Navigate to:
Binder Settings > Binder Details Screen
Record Level
Open the relevant binder and find the account and record you wish to set the tolerance forClick the reconciliation icon next to the three dots
Select Manage Reconciliation Fields
Specify or edit the Tolerance at the Record Level
For More information please see the following help article:
How to customise firmwide binder tolerances