Active Platform
Rebooting compliance workflows for accounting firms.
40 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.
Educational webinarsTo assist users in accessing educational webinars, including both upcoming and past ones.
Training CentreTo assist users in navigating to the Training Centre to learn various 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 setting up and managing clients and client groups.
How to manage your Gravatar avatar in the Active PlatformTo assist users in creating, changing, and deleting their Gravatar avatar for profile customization in the Active Platform.
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.
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.
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' or 'Server Unavailable'To 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 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.
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 & ConditionsOutlines the Terms & Conditions of the Software Licence Agreement.