Overview: This help article explains the most common reasons you may see the “Something went wrong” error when creating a new binder, and how to resolve it.
In most cases, this error is caused by unsupported financial years or mandatory records in binder templates that do not allow the selected period.
Creating Binders for Pre-2021 Financial Years
If you are attempting to create a binder for a financial year prior to the 2021 Australian financial year, the binder creation will fail.
Unfortunately, we don’t support binders that far back, for example the Binder Templates we offer can only go as far back as the 2021 financial year. This is due to a software limitation, as the platform and tax rates did not exist prior to that time.
If you need to create binders for years outside the supported range, you can set up firm-specific binder templates. For instructions on how to do this, please refer to the guide: How to Create Firm Binder Templates.
(Note: When creating custom binder templates, make sure any records you mark as mandatory actually support prior periods; otherwise, the binder will not be created. You can verify this by checking your mandatory records in Admin Centre > Record Templates to see which periods are allowed for each. Some mandatory records may not support ‘All’ or prior periods.
If any mandatory records don’t allow prior or ‘All’ periods, the binder won’t be created. As a workaround, you can create your binder template without any records labeled as mandatory, which should resolve the issue.)
Checking Mandatory Records in Custom Binder Templates
Mandatory record recommendations that are set up in Admin Centre > Binder Templates are the most common cause of binder creation failures, especially for creating binders using a Custom Binder Template that your firm has set up.
Open each mandatory record and check how its supported periods are configured. Your Active platform admin can review this in:
Admin Centre → Record Templates
Here is an example of mandatory record recommendations in a custom binder template:
Common Record Configurations
If you open each mandatory record in Admin Centre → Record Templates, note the following behaviours:
1. “Only provide these records for the years provided” is ticked
The worksheet will only insert for the specific Financial Year End versions listed.
If you attempt to create a binder for a financial year outside those specified, the worksheet will not insert.
If this record is part of a mandatory recommendation, the binder will fail to create.
2. “Only provide these records for the years provided” is not ticked
The worksheet will insert for any financial year end from the most recent Financial Year End onwards (e.g. 2024 in the screenshot below).
As a result, the worksheet does not support prior financial years.
If this record is a mandatory recommendation in your binder template, you will not be able to create binders for financial year June 2023 and prior year ends.
3. Worksheet uploaded with period set to “All”
The worksheet will insert for any financial year end, past or future.
This is the recommended configuration for mandatory records recommendations used in your custom binder templates.
Best practice:
All mandatory records in your binder templates should ideally be uploaded with the period set to “All” to avoid binder creation failures.
If you continue to encounter the “Something went wrong” error when creating a binder—particularly when rolling forward a binder from a prior year—please refer to the troubleshooting steps outlined in the help article below.:
How to troubleshoot 'Something went wrong error' when exporting a binder