Overview: There are limited fields which can be customised with Business Fitness record templates, however admin users are able to edit the checklist items for the record template, along with the help content.
Please refer to the Glossary for definitions of key terms used in this article.
Customise Business Fitness record templates
From the Admin Centre, click on Record Templates under the Workpapers banner.
The Active Platform ships with a standard set of record template recommendations as below.
Customise checklist items
Select the relevant record template you wish to modify, we will select F10 Bank for this example.
Click Customise within the chosen record template within the Checklist Items.
Once in customisation mode, you are able to add new items one by one, or import items from Excel. This is particularly handy when you have multiple checklist items to add.
You are also able to edit the text of existing checklist items or delete them if desired.
As an example, we will add a checklist item - click + Add Item. Add a title and description to the item as appropriate.
Checklist item filters
Set the filters for where you want the checklist item to show up in specific binders.
FILTER | DESCRIPTION |
Include | Allows you to filter the binder dates you want this specific item to show up in. For example, if the checklist item relates to a tax law that is only applicable between 1 July 2024 and 30 June 2025, then you can select to have the item show up in Workpaper binders with start and end dates between these dates. |
Entity types | You can make the checklist item show up only in certain entity’s Workpaper binders. For example, if the tax law only applies to companies and would not apply to trusts or partnerships, then you would select company and this checklist item would only show in company Workpaper binders. |
Click Save.
Once you are satisfied with the updated checklist, click Save.
If you wish to compare the default checklist with the customised checklist, click Compare to Master.
If you wish to revert the checklist, click Revert to Master. This will discard your changes and revert it to the default checklist.
Customise help content
You are able to edit or add help content within existing Business Fitness record templates. To do this, select the relevant record template you wish to modify, we will select J20 BAS Lodgements.
Click the icon as shown below.
Here you can click Customise to add information. As a guide, we recommend outlining the purpose of the record template and how it should be completed, however this is ultimately at the firms' discretion.
Once you have appropriately customised the content, click Done and Save.
This will then be added to the record details of the template for a user to see in the binder once the record template has been inserted.
Note: Ensure you click Save after clicking Done otherwise changes will not be saved.