Active Workpapers
A fully cloud based, flexible solution that easily handles complex accounting jobs with best practice functionality.
110 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.
- Getting started guide (Active Workpapers)To assist users in how to start a standard compliance job.
- How to install the Active Workpapers Excel add-inTo assist users in installing the Microsoft Excel add-in from Microsoft Marketplace for use within 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.
- Best practice guide for admin users (Active Workpapers)To assist admin users in customising Active Workpapers.
- Transitioning from Smart to Active WorkpapersTo assist users in understanding the transition process from Smart Workpapers to Active Workpapers and address common questions.
- How to use the Legacy Smart Workpapers after End of LifeThis article explains how to access and use legacy Smart Workpapers Excel workbooks after the product’s end of life.
- How to use automatic balance matching and PDF referencesTo assist users in reconciling accounts by attaching a PDF, using automatic balance matching, and in creating and navigating their own references.
- 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 manage one client file with multiple branch numbersTo assist users with managing multiple branch numbers within the one client file.
- 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 edit and re-version PDF documentsTo assist users in editing and re-versioning PDF documents within Active Workpapers.
- 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 rollover a binderTo assist users in rolling over an Active Workpapers binder to a new financial year.
- How to delete and restore a binderTo assist users in deleting and restoring a binder where required.
- 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.
- How to use the 'Export to worksheet/TB' functionTo assist users in using the 'Export to worksheet/TB' function.
- How to use new Active featuresTo assist users in using various Active features through watching click through tutorials.
- How to roll over a binder with an additional roll over sourceHelp users roll over binders from periodic to annual, or with an additional rollover source
- How to use wages automationTo assist users in effectively using the wages automation feature.
- How to post journal entries directly from Active worksheetsTo assist users in effectively using the 'Post Journal' feature.
- How to run the GST Transactions Review ToolTo assist users in effectively using the GST Transactions Review tool
- How to use the Transaction Comparison ToolFind discrepancies between two sets of transactions without scanning line by line.
- How to customise job, record and client query statusesTo assist admin users in customising 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 an existing Business Fitness record templateTo assist admin users in customising existing Business Fitness record templates.
- How to customise and create checklist items and checklist record templatesTo assist admin users in creating custom firm checklist items and standalone checklist record templates.
- How to create binder typesTo assist admin users in creating custom binder types.
- How to create firm binder templatesTo assist admin users in creating custom binder templates.
- How to create a standard chart of accountsTo assist admin users in adding a standard chart of accounts for a firm.
- How to customise matching rulesTo assist admin users in customising 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 editing the behaviour options for a binder.
- How to add mapping, benchmark and export codesTo assist admin users in adding mapping, benchmark and export codes.
- How to enable the use of lead schedulesTo assist admin users with enabling the use of lead schedules.
- How to install Active Workpapers Plus Add-in for Centralised DeploymentThis article explains how to set up Active Workpapers Plus add-in for Centralised Deployment via Integrated Apps via Office 365 Admin Center.
- Active Platform limitsTo assist users with understanding the limits and thresholds of the Active Platform.
- 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 ExcelTo assist users in dealing with the security warning in Excel.
- How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'To assist users in navigating Active Workpapers to resolve client synchronisation errors when creating binders.
- How to troubleshoot Excel sync issuesTo assist users in troubleshooting 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.
- How to change the record type in Active Workpapers record templatesTo assist users in changing the record type of a record template in Active Workpapers.
- How to troubleshoot 'Account Name Must Not Be Empty' error when importing from MYOBTo assist users in troubleshooting 'Account Name Must Not Be Empty' error.
- 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 errorsTo assist users in troubleshooting MYOB Practice Management integration errors.
- How to troubleshoot the 'Something went wrong [7anyj]' error when opening a binder in ExcelTo assist users in understanding why they are 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 resolving issues when accessing HowNow documents through the external hyperlink function.
- How to repair and recover corrupted Excel binder filesTo assist users in resolving a corrupted source binder message.
- How to troubleshoot Active workpapers browser screen loading issues with NordVPNTo assist 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...'To 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.To assist users in resolving '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 binderTo assist users in understanding why some accounts are marked as 'Inactive'.
- How to troubleshoot ATO/BAS import errors and connection issues checklistTo assist users in troubleshooting ATO/BAS import errors.
- How to set up tolerance thresholds across the Active PlatformTo assist users in setting 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 fileTo assist users in correctly inserting accessible hyperlinks from cloud hosting platforms.
- How to use the 'Copy in Place' feature for custom worksheetsTo assist users in utlising the 'Copy in Place' feature to roll over a worksheet to the next year's binder.
- How to remove footer from Active Workpapers when printing in ExcelTo assist users in removing the copyright footer from Active Workpapers sheets when printing in Excel.
- How to troubleshoot error: 'ArgumentException: Unable to find the requested status.' when using the Inter-entity Loan MatrixTo assist users in fixing 'ArgumentException: Unable to find the requested status.' error when linking accounts in inter-entity loan matrix.
- How to troubleshoot ITA/ICA data not populating with the correct dataTo assist users in troubleshooting ITA/ICA incorrectly populating.
- How to troubleshoot common Excel workbook sync errors in Active WorkpapersTo assist users in troubleshooting and resolving Excel workbook synchronisation issues.
- How to troubleshoot common Microsoft signin error/login loop/Sharepoint access issues - checklistTo assist users in troubleshooting Microsoft login looping while opening an Excel binder by using the checklist below.
- How to troubleshoot Excel program crashing when opening an Active Workpapers binderTo assist users in troubleshooting Excel program crashing after opening a binder in Excel.
- How to troubleshoot issues and errors when uploading a supporting documentTo assist users in troubleshooting issues and errors when uploading documents into Active Workpapers.
- How to troubleshoot 'Something went wrong error' when exporting a binderTo assist users in troubleshooting the 'Something went wrong error' when exporting a binder in Active Workpapers.
- How to remove gridlines from Excel sheetsTo assist users in removing gridlines from sheets in Excel.
- How to troubleshoot Debtor or Creditor Workpapers incorrectly calculating GSTTo assist users in fixing GST when calculated inccorrectly on the Debtor or Creditor Workpapers.
- How to troubleshoot debtor or creditor balances in Active Workpapers that are out of balance with XeroTo assist users in troubleshooting their debtor or creditor balances when they Active does not match Xero.
- How to troubleshoot error 'Microsoft Excel is waiting for another application to complete an OLE action'To assist users in troubleshooting error 'Microsoft Excel is waiting for another application to complete an OLE action'.
- How to troubleshoot Active Workpapers taskpane/add-in showing as blank, not initialising, or experiencing connectivity issuesTo assist users in troubleshooting Active Workpapers taskpane/add-in showing as blank, not initialising or experiencing connectivity issues.
- How to understand last synced date in Active Workpaper bindersTo assist users to understand how we calculate the last synced date for Active Workpaper binders.
- How to Troubleshoot Missing Sheets in a BinderAssist users with troubleshooting binders that have missing sheets in Active Workpapers.
- Active WP - 'Invalid file' or 'Unable to find Binder' Addin ErrorsAssist Admin Users in troubleshooting Invalid File or Unable to find binder errors
- How to troubleshoot errors when rolling over a binder
- How to troubleshoot when dropdown in summary workpaper does not show the relevant names
- How to troubleshoot Error: 'The supplied file does not contain a Workpaper id' when rolling over a Smart Workpapers file to Active
- How can I link multiple bank accounts to the F10 Bank worksheet in Workpapers Excel?
- How to troubleshoot dates not displaying correctly in Workpapers, showing year '1901' in some cases.
- How to troubleshoot a persistent Microsoft login popup and/or references to external SharePoint path errors when opening a binderTo assist user in troubleshooting a persistent Microsoft login popup and/or external SharePoint path errors when opening a binder.
- How to troubleshoot Extension Hardening Policy error
- How to troubleshoot slowness in Active Workpapers Excel addin
- How to troubleshoot error 'A worksheet much have an ID to create a key value'
- How to troubleshoot Excel taskpane error 'ADD-IN ERROR The service required to use this feature is turned off. Check your privacy settings.'
- How to troubleshoot error 'Error installing functions. This add-in wasn't installed because a custom function with the same name already exists.'
- How to create binders for unsupported periods or troubleshoot the “Something Went Wrong” Error When Creating a New Binder
- How to troubleshoot Issues finding and viewing a Binder
- How to resolve a duplicate Excel window opening in Active WorkpapersTo assist users in resolving an issue where an Active Workpapers binder opens with a second duplicate Excel window alongside it.
- How to troubleshoot when Active Workpapers taskpane displays a 2FA prompt for an old email address or automatically signs in using a previous email account.This article helps users reset/clear their old login emails from the Active Workpapers Excel add-in.
- How to troubleshoot Active workpaper binders opening in Read-Only Mode on MacThis help article helps users enable macros to fix Active Workpaper read only mode and related issues.