16 articles
How to align client opening balances (Active Workpapers)To assist users in navigating the Active Platform to align client opening balances with the practice ledger file.
How to use the online and Excel binderTo assist users in navigating the Active Platform to determine whether they should use the online or Excel binder, as well as how to use the binders
How to add your own worksheet to a binderTo assist users in navigating the Active Platform to add your own worksheet to a binder
How to post and export Journals and compare and reinstate import runs in Active WorkpapersTo assist users in navigating the Active Platform to perform journals and compare and reinstate import runs in Active Workpapers.
How to use the QA CentreTo assist users in navigating the Active Platform to effectively use the QA centre to review audit issues, unreconciled items and outstanding records.
How to send a job for reviewTo assist users in navigating the Active Platform to send a job for review when it is at such stage.
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 navigating the Active Platform to complete and export a binder.
How to use the external reporting featureTo assist users with navigating the Active Platform to use the external reporting feature to efficiently export a trial balance to an external reporting software such as Xero Practice Ledger
How to set up and use account swingingTo assists users in navigating the Active Platform with setting up and using the account swinging feature in Active Workpapers when the balance(s) are negative.
How to import a trial balance using ExcelTo assist users in navigating the Active Platform to import a trial balance using Excel when the user does not have direct access to the clients accounting software or if…
How to use review modeTo assist reviewers in navigating the Active Platform to set a job to review mode to ensure maximum efficiency when performing a review.
How to create a binderTo assist users in navigating the Active Platform to create and set up a binder from start to finish. This includes; creating a binder, choosing the best source, linking to…
How to create and action internal notes and client queriesTo assist users in navigating the Active Platform to create and action internal notes and client queries within Active Workpapers.
How to link various records to a binderTo assist users in navigating the Active Platform to add a variety of records to their workpapers to support account balances.
How to Reference a worksheet in another binderInstruct users on ways to reference a sheet from another Active Workpapers binder