Active Workpapers
A fully cloud based, flexible solution that easily handles complex accounting jobs with best practice functionality.
80 articles
Trial checklist (Active Workpapers)To assist trial users in navigating the Active Platform through the trial.
Quick start video (Active Workpapers)To assist users in navigating and using Active Workpapers.
Best practice guide for admin users (Active Workpapers)To assist admin users in customising Active Workpapers.
Linking your Microsoft accountTo assist users in navigating the Active Platform to link their Microsoft account.
Best practice guide for users (Active Workpapers)To assist users in how to best prepare a job in Active Workpapers.
Getting started guide (Active Workpapers)To assist users in how to start a standard compliance job.
How to install the Active Workpapers add-inTo assist users in installing the Microsoft Excel add-in from Microsoft AppSource for use within Active Workpapers.
How to create a binderTo assist user in creating and setting up a binder from start to finish.
How to set up and use account swingingTo assists users in setting up and using the account swinging feature when the balance(s) are negative.
How to align client opening balances (Active Workpapers)To assist users in aligning client opening balances with the practice ledger file.
How to use the online and Excel binderTo assist users in determining whether they should use the online or Excel binder and how to use them.
How to import a trial balance using ExcelTo assist users in importing a trial balance using Excel when they cannot connect to the clients accounting software.
How to link various records to a binderTo assist users in adding a variety of records to their Workpapers to support account balances.
How to add your own worksheet to a binderTo assist users in adding your own worksheet to a binder.
How to create and action internal notes and client queriesTo assist users in creating and actioning internal notes and client queries within Active Workpapers.
How to post & export journals and compare & reinstate import runsTo assist users in posting & exporting journals and comparing & reinstating import runs in Active Workpapers.
How to use the QA CentreTo assist users in effectively using the QA Centre.
How to send a job for reviewTo assist users in sending a job for review when it is at such stage.
How to use review modeTo assist reviewers in setting a job to review mode to ensure maximum efficiency when performing a review.
How to best review a compliance jobTo assist reviewers in navigating the Active Platform with how to best review a compliance job.
How to complete and export a binderTo assist users in completing and exporting a binder.
How to reference a worksheet in another binderTo assist users in referencing a sheet from another Active Workpapers binder.
How to use the external reporting featureTo assist users in using the external reporting feature to efficiently export a trial balance to an external reporting software.
How to use lead schedulesTo assist users in effectively using lead schedules.
How to view, edit, or delete a reconciliation fieldTo assists users in viewing, editing or deleting a reconciliation field within an Active Workpapers binder.
Record Templates
How to use Active worksheets
List of record templatesTo assist users in locating and understanding available record templates within Active Workpapers.
How to use the Inter-Entity Loan Matrix WorkpaperTo assist users in effectively using the Inter-Entity Loan Matrix workpaper to reconcile loans between related entities.
List of keyboard shortcuts in Active WorkpapersTo help users navigate and work efficiently in the Active Platform, the following keyboard shortcuts are available for use in Excel.
How to customise job, record and client query statusesTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the default statuses of jobs, records and notes.
How to add a firm record templateTo assist admin users in adding a firm record template to the list of available templates.
How to customise record template recommendationsTo assist admin users in customising the default record templates which prefill as recommendations when creating the binder.
How to customise record template checklists or create newTo assist admin users in editing the default checklists within record templates provided and create your own custom checklists.
How to create firm binder templatesTo assist admin users in navigating the Admin Centre within Active Workpapers to create custom binder templates.
How to create a standard chart of accountsTo assist admin users in navigating the Admin Centre within Active Workpapers to add a standard chart of accounts for a firm.
How to customise matching rulesTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the default matching rules for accounts.
How to customise firmwide binder tolerancesTo assist admin users in customising the firmwide binder tolerances to determine whether a workpaper is reconciled.
How to edit binder behaviour preferencesTo assist admin users in navigating the Admin Centre within Active Workpapers to edit the behaviour options for a binder.
How to add mapping, benchmark and export codesTo assist admin users with navigating the Active Platform to add mapping, benchmark and export codes.
Active Platform LimitsTo assist users with understanding the limits and thresholds of the Active Platform.
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add InLearn about the role of the Primary User in Active Workpapers and how their actions ensure accurate updates and synchronization of binder files.
How to restore to a previous SharePoint version of a binderLearn how to restore a binder to a previous version using SharePoint's version history feature in Active Workpapers.
Security Warning in Excel
How to troubleshoot Active add-in initialisation errorsTo assist users in navigating Active Workpapers to resolve initialization errors with the Excel add-in.
How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'To assist users in navigating Active Workpapers to resolve client synchronization errors when creating binders.
How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.To assist users in navigating Active Workpapers to resolve unexpected errors caused by worksheet protection issues.
How to troubleshoot Excel sync issues
Whitelist URLs (Active & Smart Workpapers)A list of approved URLs required for accessing features and services in both Active Workpapers & Smart Workpapers.
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add In
How to troubleshoot add-in initialisation/connectivity issues
How to change the record type in Active Workpapers Templates
How to troubleshoot 'Account Name Must Not Be Empty' error when importing from MYOB
How to troubleshoot #N/A or #NAME? errors in Active WorkpapersTo assist users when they encounter range errors within Active Workpapers
How to Troubleshoot MYOB Practice Management Integration ErrorsError: {"ApiType":0,"ExceptionName":"HttpRequestException","Message":"An internal server error occurred, please contact support."}
How to Troubleshoot the "Something went wrong [7anyj]" Error When Opening a Binder in ExcelWhy am I getting a Something went wrong 7anyj error when opening a binder in Excel
How to resolve the "Document title not found" error when opening a HowNow document in Active WorkpapersTo assist users in navigating Active Workpapers to resolve issues when accessing HowNow documents through the external hyperlink function.
How to Troubleshoot Tax Automation bot not showing in an Active Workpapers binderTo assist users in navigating Active Workpapers to resolve visibility issues with the Tax Automation bot.
How to Repair and Recover Corrupted Excel Binder FilesTo assist users in navigating Active Workpapers when encountering a corrupted source binder message and how to resolve it.
How to resolve "Request Aborted" Errors in WorkpapersTo assist users in navigating Active Workpapers to resolve the 'Request Aborted error when inserting records in a Binder
How to troubleshoot Active workpapers browser screen loading issues with NordVPNAllow users of NordVPN to load Active Workpaper UI screens correctly.
How to troubleshoot error "There was a problem inserting worksheet. If this was inserted as part of a rollover..."Assist users in troubleshooting error: "There was a problem inserting worksheet. If this was inserted as part of a rollover..."
How to Troubleshoot error "Microsoft 365 has been configured to prevent individual acquisition and execution of Office Store Add-ins" when opening a binder.How to troubleshoot Error: "Microsoft 365 has been configured to prevent individual acquisition and execution of Office Store Add-ins"
How to troubleshoot accounts showing as Inactive in an Active Workpapers BinderWhy is my account marked as inactive?
How to Troubleshoot ATO/BAS Import errors and Connection Issues ChecklistHow To troubleshoot ATO/Bas Import Errors.
How to set up Tolerance thresholds across the Active platformSet up Tolerances at different levels in Active
How to troubleshoot the 'Something went wrong:' TypeError: Cannot read properties of null' (reading 'id') error when inserting a hyperlink to a SharePoint fileAllow users to correctly insert accessible hyperlinks from cloud hosting platforms
How to use the 'Copy in Place' Feature for Custom Worksheets
How to remove footer from Active Workpapers when printing in ExcelAllow users to remove Copyright footer from Active workpaper sheets when printing in Excel
How to troubleshoot error: 'ArgumentException: Unable to find the requested status.' when using the Inter-entity Loan MatrixAllow users to fix 'ArgumentException: Unable to find the requested status.' error when linking accounts in the inter-entity loan matrix.
How to troubleshoot ITA/ICA data not populating with the correct data
Resolving Excel Workbook Sync Errors in Active WorkpapersTo assist users in navigating the Active Platform to troubleshoot and resolve Excel workbook synchronization issues.
How to troubleshoot common Microsoft Signin Error/Login Loop/Sharepoint Access Issues - ChecklistThis support article acts as a checklist for troubleshooting Microsoft login looping while opening an Excel binder.
How to troubleshoot Excel program Crashing when opening an Active Workpapers BinderAllow users to troubleshoot Excel program Crashing after opening a binder in Excel
How to troubleshoot issues and errors when uploading a supporting documentAllow users to troubleshoot issues and errors when uploading documents into Active workpapers
How to troubleshoot Something went wrong error when exporting a binderAllow Users the ability to troubleshoot the Something went wrong error when exporting a binder in Active workpapers.
How to remove Gridlines from Excel SheetsAllow users the ability to remove Gridlines from Sheets in Excel
How to Troubleshoot Debtor/Creditor Workpapers incorrectly calculating GSTUsers may encounter an issue where the GST is automatically calculated when importing a GST-free invoices or bills from the source Xero file
How to Troubleshoot Debtor or Creditor Balances in Active Workpapers that are Out of Balance with XeroAllows users to troubleshoot their Debtor or creditor balances in Active when they don't match with debtor or creditor balances in Xero.
How to troubleshoot error 'Microsoft Excel is waiting for another application to complete an OLE action'Allow users to troubleshoot error 'Microsoft Excel is waiting for another application to complete an OLE action'