Overview: Often times users may enquire about setting up materiality threshold or tolerances in Active for various workpapers/records.
Please refer to the Glossary for definitions of key terms used in this article.
Firm level and/or account type Level
From the Admin Centre, navigate to Binder Settings under the Workpapers banner and click Tolerances.
Binder level
Within the client binder, navigate to the Settings & Tools toggle and click on Binder Details. From there, you are able to change the tolerance of the binder.
Record level
Within the client binder, find the account and record you wish to set the tolerance for and click the reconciliation icon against the account in the index. Select Manage Reconciliation.
Here you are able to edit the tolerance for the record accordingly.
Additional resources
For more information, see the following support article: How to customise firmwide binder tolerances.