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How to understand Last synced date in Active Workpaper binders

Allow users to understand how we calculate the Last synced date for Active workpapers binders.

Updated over 2 weeks ago

Overview: Users may occasionally find that they've completed some work in an Active Workpapers binder, but when hovering over the Open in Excel button, the Last Synced Date has not updated.
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Understanding Last synced date

The Last Sync Date does not indicate the last time your work was saved to the Active platform/Sharepoint. Instead, it reflects the most recent time any of the following specific actions occurred:

  • A record or worksheet was added, deleted, or inserted into your excel workbook

  • Key values within Excel were updated β€” for example, editing/adding reconciliation fields

Actions that do not affect in this date's compute include:

  • Typing data into a sheet or table and clicking save

  • Refreshing the add-in

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