12 articles
How to add a firm record templateTo assist admin users in navigating the Admin Centre within Active Workpapers to add a firm record template to the list of available templates.
How to customise firmwide binder tolerancesTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the firmwide binder tolerances to determine whether a workpaper is reconciled.
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 edit binder behaviour optionsTo assist admin users in navigating the Admin Centre within Active Workpapers to edit the behaviour options for a binder.
[AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATOTo assist admin users in navigating the Admin Centre within Active Workpapers to set up the ATO connection and register Business Fitness as a digital service provider with the ATO.
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 record template checklists or create newTo assist admin users in navigating the Admin Centre within Active Workpapers to edit the default checklists within record templates provided by Business Fitness and create your own custom checklists.
How to enable the external reporting featureTo assist admin users with navigating the Active Platform to enable the external reporting feature.
How to add mapping, benchmark and export codesTo assist admin users with navigating the Active Platform to add mapping, benchmark and export codes.
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 create firm binder templatesTo assist admin users in navigating the Admin Centre within Active Workpapers to create custom binder templates.
How to customise record template recommendationsTo assist admin users in navigating the Admin Centre within Active Workpapers to customise the default record templates which prefill as recommendations when creating the binder.