User Guides
18 articles
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.