Troubleshooting Guides
40 articles
Active Platform LimitsTo assist users with understanding the limits and thresholds of the Active Platform.
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add InLearn about the role of the Primary User in Active Workpapers and how their actions ensure accurate updates and synchronization of binder files.
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 Excel
How to troubleshoot Active add-in initialisation errorsTo assist users in navigating Active Workpapers to resolve initialization errors with the Excel add-in.
How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'To assist users in navigating Active Workpapers to resolve client synchronization errors when creating binders.
How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.To assist users in navigating Active Workpapers to resolve unexpected errors caused by worksheet protection issues.
How to troubleshoot 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.
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add In
How to troubleshoot add-in initialisation/connectivity issues
How to change the record type in Active Workpapers Templates
How to troubleshoot 'Account Name Must Not Be Empty' error when importing from MYOB
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 ErrorsError: {"ApiType":0,"ExceptionName":"HttpRequestException","Message":"An internal server error occurred, please contact support."}
How to Troubleshoot the "Something went wrong [7anyj]" Error When Opening a Binder in ExcelWhy am I 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 navigating Active Workpapers to resolve issues when accessing HowNow documents through the external hyperlink function.
How to Troubleshoot Tax Automation bot not showing in an Active Workpapers binderTo assist users in navigating Active Workpapers to resolve visibility issues with the Tax Automation bot.
How to Repair and Recover Corrupted Excel Binder FilesTo assist users in navigating Active Workpapers when encountering a corrupted source binder message and how to resolve it.
How to resolve "Request Aborted" Errors in WorkpapersTo assist users in navigating Active Workpapers to resolve the 'Request Aborted error when inserting records in a Binder
How to troubleshoot Active workpapers browser screen loading issues with NordVPNAllow 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..."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.How to troubleshoot Error: "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 BinderWhy is my account marked as inactive?
How to Troubleshoot ATO/BAS Import errors and Connection Issues ChecklistHow To troubleshoot ATO/Bas Import Errors.
How to set up Tolerance thresholds across the Active platformSet 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 fileAllow users to correctly insert accessible hyperlinks from cloud hosting platforms
How to use the 'Copy in Place' Feature for Custom Worksheets
How to remove footer from Active Workpapers when printing in ExcelAllow users to remove Copyright footer from Active workpaper sheets when printing in Excel
How to troubleshoot error: 'ArgumentException: Unable to find the requested status.' when using the Inter-entity Loan MatrixAllow users to fix 'ArgumentException: Unable to find the requested status.' error when linking accounts in the inter-entity loan matrix.
How to troubleshoot ITA/ICA data not populating with the correct data
Resolving Excel Workbook Sync Errors in Active WorkpapersTo assist users in navigating the Active Platform to troubleshoot and resolve Excel workbook synchronization issues.
How to troubleshoot common Microsoft Signin Error/Login Loop/Sharepoint Access Issues - ChecklistThis support article acts as a checklist for troubleshooting Microsoft login looping while opening an Excel binder.
How to troubleshoot Excel program Crashing when opening an Active Workpapers BinderAllow users to troubleshoot Excel program Crashing after opening a binder in Excel
How to troubleshoot issues and errors when uploading a supporting documentAllow users to troubleshoot issues and errors when uploading documents into Active workpapers
How to troubleshoot Something went wrong error when exporting a binderAllow Users the ability to troubleshoot the Something went wrong error when exporting a binder in Active workpapers.
How to remove Gridlines from Excel SheetsAllow users the ability to remove Gridlines from Sheets in Excel
How to Troubleshoot Debtor/Creditor Workpapers incorrectly calculating GSTUsers may encounter an issue where the GST is automatically calculated when importing a GST-free invoices or bills from the source Xero file
How to Troubleshoot Debtor or Creditor Balances in Active Workpapers that are Out of Balance with XeroAllows users to troubleshoot their Debtor or creditor balances in Active when they don't match with debtor or creditor balances in Xero.
How to troubleshoot error 'Microsoft Excel is waiting for another application to complete an OLE action'Allow users to troubleshoot error 'Microsoft Excel is waiting for another application to complete an OLE action'