Active Platform
Rebooting compliance workflows for accounting firms.
47 articles
Getting Started
Begin your journey with essential steps to set up and use our system.
- Setting up your Business Fitness accountTo assist users in setting up and managing their Business Fitness Identity account.
- Quick start video (Active Platform)To assist users in navigating and using the Active Platform.
- Glossary of key termsTo assist users in understanding 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.
- 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.
- 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.
User Guides
Comprehensive manuals for everyday users to maximise functionality.
- How to set up and manage clients and client groupsTo assist users in setting up and managing clients and client groups.
- How to manage your Gravatar in the Active PlatformTo assist users in creating, changing, and deleting their Gravatar for profile customisation in the Active Platform.
- How to Group and Ungroup Accounts in Active Workpapers and Active Ledger
Administrator Guides
Step-by-step instructions tailored for system administrators.
- How to set up users and manage licensesTo assist admin users in setting up users and managing user licenses.
- How to manage firm settingsTo assist admin users in managing firm settings.
- Understanding permission controls in ActiveTo assist users in setting up and managing user permissions for clients and binders.
- How to fix duplicate clients in ActiveTo assist admin users to fix duplicate clients in the Active Platform.
- Understanding supported XPM entity types and mapping in the Active PlatformTo assist admin users with understanding the supported XPM entity types and mapping.
- How to create standardised firm account codesTo assist admin users in creating firm standard account codes.
Integrations
Learn how to connect and manage third-party tools with our system.
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 scheduleTo assist users in understanding our planned product releases, regular maintenance windows, and how we handle critical bug fixes (hotfixes).
- Does Active offer dedicated environments (single-tenant)?To assist users in understanding whether Active offers dedicated environments (i.e. single-tenancy).
- Exploring authentication options for Active productsTo assist users in exploring authentication options for various Active products.
- Support Access Settings - Conversations & TicketsLearn how support conversations and ticket access work in Active, and what each Support Access Setting means for your users.
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 errorsTo assist admin users in troubleshooting common Active sync errors.
- How to troubleshoot when the APS sync log file is not logging any new informationTo assist admin users in understanding why the APS syncis is running, but the logs file is not updating.
- How to troubleshoot error 'You are not authorised to access this data...'To assist users in troubleshooting 'You are not authorised to access this data' error when accessing a binder or Ledger file under a client.
- How to troubleshoot 'Unexpected Error' in Active Workpapers Add-inTo allow users to fix 'Unexpected Error' in Active Workpaper task pane.
- Understanding why moved/reclassified accounts in an accounting source (Xero, MYOB, QBO, etc.) do not update their classifications in ActiveTo assist 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 XeroTo assist users in resolving the issue 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'To allow users in troubleshooting '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.'To assist users in troubleshooting 'Your my.myob account or the supplied credentials do not allow you to access this file' error.
- How to clear the Office file cache when Excel crashes on opening filesTo assist users in resolving Excel crashes when opening files by clearing the Office file cache on Windows.
- ActiveSync - Scheduled Sync Not RunningIf your ActiveSync scheduled syncs have stopped running, re-authentication may be required. Follow these steps to restore normal syncing for APS or MYOB AE connections.
- How to troubleshoot 'Server Unavailable' error in Active Workpapers Add-inTo allow users to fix 'Server Unavailable' error in their browser or within the Excel Active Workpapers task pane.
- Rollback of Microsoft Office VersionThis article covers the various steps and to rollback Microsoft Office to version 2512 using different deployment methods.
Privacy & Legal
Policies and guidelines to ensure compliance and safeguard your data.