Active Platform
Rebooting compliance workflows for accounting firms.
39 articles
Getting Started
Begin your journey with essential steps to set up and use our system.
Setting up your Business Fitness accountTo allow users to setup and manage their Business Fitness Identity account
Quick start video (Active Platform)This video is a Quick Start Video Guide on how to get started using the Active Platform by Business Fitness
Glossary of key termsAllow users to reference and understand key terms used in support articles.
Implementation & Training for Small Firms
Guidance and resources to help small firms onboard and train effectively.
Implementation and training guide (Active Workpapers)To provide an implementation and training guide for Active Workpapers for firms with between 1 and 10 users.
[AU] Implementation and training guide (Active Ledger & Reporting)To provide an implementation and training guide for Active Ledger & Reporting for firms with between 1 and 10 users.
[AU] Implementation and training guide (Active Workpapers and Ledger & Reporting)To provide an implementation and training guide for Active Workpapers and Ledger & Reporting for firms with between 1 and 10 users.
Training & Education
Guidance and resources to help users enhance Active Platform product knowledge.
Educational WebinarsLinks to all educational webinars, including both upcoming and past ones
Training CentreLink to the training Centre for Active Products
User Guides
Comprehensive manuals for everyday users to maximise functionality.
How to set up and manage clients and client groupsTo assist users in navigating the Active Platform to set up and manage clients and client groups.
Administrator Guides
Step-by-step instructions tailored for system administrators.
How to set up users and manage licensesTo assist admin users in navigating the Admin Centre within the Active Platform to set up users and manage user licenses.
How to manage firm settingsTo assist admin users in navigating the Admin Centre within the Active Platform to manage firm settings.
Understanding permission controls in ActiveTo assist users in navigating the Active Platform to set up and manage user permissions for clients and binders.
How to fix Duplicate Clients in ActiveAllow administrator users to fix Duplicate Clients in the Active platform.
Integrations
Learn how to connect and manage third-party tools with our system.
How to set up and use the Active - Xero Practice Manager (XPM) integrationTo assist admin users in navigating the Active Platform to set up and use the Active - Xero Practice Manager (XPM) integration.
How to set up and use the Active - MYOB Practice Management integrationTo assist admin users in navigating the Active Platform to set up and use the Active - MYOB Practice Management integration.
How to set up and use Active - Karbon Practice Management IntegrationTo assist admin users in navigating the Active Platform to set up and use the Active - Karbon Practice Management integration.
How to set up and use the Active - FYI Elite Practice Management integrationTo assist admin users in navigating the Active Platform to set up and use the Active - FYI Elite Practice Management integration.
How to set up and use the Active-GovReports integrationTo assist admin users in how to set up the GovReports integration with Active Platform for streamlined tax lodgements.
How to set up and use the Active - FYI Docs integrationTo assist admin users in navigating the Active Platform to set up and use the Active - FYI integration
How to set up and use the Active - iManage IntegrationTo assist admin users in navigating the Active Platform to set up and use the Active - iManage integration.
How to set up and use the Active - HowNow X integrationTo assist users in navigating the Active Platform to set up and use the Active - HowNow X integration.
System Information
Technical details about system requirements, updates, and configurations.
System requirementsTo assist users with understanding the system requirements for the Active Platform.
Understanding our maintenance and release scheduleAssist users with understanding our planned product releases, regular maintenance windows, and how we handle critical bug fixes (hotfixes)
Does Active by Business Fitness offer dedicated environments (single-tenant)?To assist users with understanding whether Active by Business Fitness offers dedicated environments (i.e. single-tenancy).
Exploring Authentication Options for Our ProductsIn today's digital landscape, secure and flexible authentication methods are essential for safeguarding user data and ensuring seamless...
Troubleshooting Guides
Solutions for common issues to help you resolve problems quickly.
How to troubleshoot 'We're having a bit of trouble connecting you to Workpapers' or 'You are not authorised' when accessing ActiveTo allow users to troubleshoot errors 'We're having a bit of trouble connecting you to Workpapers' or 'You are not authorised'
How to troubleshoot common Active Sync ErrorsA guide to assist users in troubleshooting common Active Sync errors.
How to troubleshoot when the APS sync log file is not logging any new informationWhy is my APS sync running, but the logs file is not updating?
How to create standardised Firm account codesAssist Admins in creating Firm standard account codes
How to Troubleshoot error "You are not authorised to access this data..."Inform users how to troubleshoot 'You are not authorised to access this data" error when accessing a Binder or Ledger file under a Client
How to troubleshoot 'Unexpected Error' or 'Server Unavailable'Allow users to fix 'Unexpected Error' or 'Server Unavailable' errors
Understanding why moved/reclassified accounts in an accounting source (Xero, MYOB, QBO, etc) do not update their classifications in ActiveAssist users in understanding that accounts that are classified in an accounting source file will not update for existing binders.
How to troubleshoot Exported Balancing Journal Not showing in XeroUsers may encounter a situation where, after exporting a balancing journal to Xero, it does not appear in their Xero program.
How to troubleshoot error 'You are not connected to Xero or your connection has expired'Allow users to troubleshoot 'You are not connected to Xero or your connection has expired'
How to troubleshoot error when loading data from a MYOB source: "Your my.myob account or the supplied credentials do not allow you to access this file."
Privacy & Legal
Policies and guidelines to ensure compliance and safeguard your data.
Privacy & legal policies
Service Level AgreementOur Business Fitness Service Level Agreement for providing Support services
Software Licence Agreement – Terms & ConditionsSoftware Licence Agreement – Terms & Conditions Permission to use HowNow Online is conditional upon You, the Customer, agreeing to...