User Guides
27 articles
- 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 Group and Ungroup Accounts in Active Workpapers