24 articles
Active Platform LimitsThis article outlines the limits and thresholds of the Active Platform, providing clear details on usage and feature constraints to ensure seamless and optimized use of the 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
[AU] How to troubleshoot when ATO data not populating as expectedTo assist users in navigating Active Workpapers to resolve common issues when ATO data fails to populate correctly.
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.
[AU] Troubleshooting ATO Data Population IssuesThis article offers troubleshooting solutions for resolving ATO data population issues in Active 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.
Resolving "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..."