Active Platform

Rebooting compliance workflows for accounting firms.

35 articles

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

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.

How to understand statusesA general guide for users to understand and configure Binder, Job, and Record Status' across the Active platform.

Understanding permission controls in ActiveTo assist users in navigating the Active Platform to set up and manage user permissions for clients and binders.

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 Active - HowNow X integrationTo assist users in navigating the Active Platform to set up and use the Active - HowNow X 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 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 Active - FYI Elite Practice Management 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 scheduleTo assist 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...