Overview: An issue may occur within an Active Workpaper binder where formulas in a worksheet fail to function or prefill with the correct values. As a result, users may encounter '#N/A' or '#NAME' errors in their Excel workbooks.
Please refer to the Glossary for definitions of key terms used in this article.
1. Refresh the add-in
Open the binder in Excel Desktop and ensure the add-in/side pane loads fully.
Right-click an empty area within the add-in and select Refresh.
This action should prompt the add-in to prefill any formulas that rely on it.
2. Unhide and delete the home sheet
Right-click any sheet tab at the bottom of Excel and select Unhide.
Choose the Home sheet and click OK.
Right-click the Home sheet in the same row once it becomes visible and select Delete.
Then, refresh the add-in as described in Step 1.
Verify Excel compatibility
Please refer to our system requirements to ensure you're using a compatible version of Excel.
Also ensure you have updated to the latest version of Excel in File > Account > Update Options > Update Now.
Isolate and reinsert the problematic sheet
If the issue is limited to a specific sheet, try clicking optimise performance button at the top.
If issue persists, copy the problematic sheet into a new Excel workbook.
Delete the underlying sheet from the excel workbook by deleting any associated records from the side pane.
Reinsert a fresh record from the side pane using the Add Record button to check if the issue is resolved.
If the issue persists after completing these steps, please contact support for further assistance.
3. #NAME? error on sheets that reference Tax Rates
If you are seeing a #NAME? error on sheets that use tax rates, this is caused by the 'Tax Rates' sheet inserting after the sheets that depend on it.
Please follow the steps below to resolve this:
1. Go to the General tab and locate the Tax Rates sheet.
2. Click the three dots (⋯) icon next to the Tax Rates sheet to open its options menu.
3. Select Move records from the dropdown menu
4. Move the Tax Rates sheet to a section heading that appears higher than its current location. For example, move it under Overview instead of Income Tax.
This ensures the Tax Rates sheet loads before any other sheets that reference it, which should resolve the #NAME? error.
If Issue persists, you can also delete and reinsert the Tax rates sheet.