Active Ledger & Reporting
66 articles
Getting Started
Getting Started
Quick start video (Active Ledger & Reporting)To assist users in navigating and using Active Ledger & Reporting.
Glossary of key terms (Active Ledger & Reporting)Allow users to reference and understand key terms used in Active Ledger & Reporting help articles
Getting started guide - APS users (Active Ledger & Reporting)To assist APS users in navigating Active Ledger & Reporting to start a standard compliance job.
Getting started guide - MYOB users (Active Ledger & Reporting)To assist MYOB users in navigating Active Ledger & Reporting to start a standard compliance job.
How to install the Active Ledger & Reporting Excel add-inTo assist users in installing the Microsoft Excel add-in from Microsoft AppSource for use within Active Ledger & Reporting.
Advanced User Guide
Advanced User Guides
How to create custom and financial tablesTo assist users in navigating Active Ledger & Reporting with creating custom and financial tables.
How to manage auto-allocate matching rulesTo assist users in navigating Active Ledger & Reporting to create auto-allocate matching rules at a client level.
How to manage accounting policies and disclosuresTo assist users in navigating Active Ledger & Reporting to create additional accounting policies and disclosures at a client level.
How to create a Statement of Changes in Equity reportTo assist users in navigating Active Ledger & Reporting to generate a Statement of Changes in Equity report.
How to perform a consolidationTo assist users in navigating the Active Platform to perform a consolidation for a client.
How to set up accounts for a rental propertyTo assist users in navigating Active Ledger & Reporting with setting up a a rental property.
How to set up and complete a sole trader jobTo assist users in navigating Active Ledger & Reporting with completing compliance work for a sole trader.
How to set up and complete a cashbook jobAllow users the ability to create a cashbook and import it into Active Ledger
Administrator Guides
Administrator Guides
How to manage firm default matching rulesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to manage the firms default matching rules.
How to manage the standard chart of accountsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to manage the firm's standard chart of accounts.
How to customise reportsTo assist admin users in navigating the Admin Centre for Active Ledger & Reporting
How to customise report contentTo assist admin users in utilising the content editor features when editing a page template, header template or notes.
How to customise report fieldsTo assist admin users in creating reporting fields at a firm level to enable standardisation.
How to customise global report settingsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms global report settings.
How to customise report stylesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms reporting styles.
How to customise report page templatesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms page templates.
How to customise report page layoutsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms page layouts.
How to cusotmise report notesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the notes to the financial statements.
How to customise report content fieldsTo assist admin users in navigating Active Ledger & Reporting to create customised content fields at a firm level to enable standardisation.
How to customis report mastersTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms reporting masters.
Troubleshooting Guides
Troubleshooting Guides
Frequently asked questionsTo assist users in finding answers to common questions about Active Platform and Active Workpapers functionality.
How to troubleshoot errors when connecting to a MYOB sourceTo assist users in resolving common connection errors when accessing MYOB data in Active Platform or Active Workpapers.
How to troubleshoot 'You are not authorised'To assist users in resolving authorisation errors caused by device time synchronization issues.
Understanding the New 'Exceptional Items' Standard HeaderHow can I present accounts outside of EBITDA?
How to set up Swinging Accounts in Active LedgerTo assist users in navigating Active Ledger to configure accounts that can dynamically move between classifications.
How to troubleshoot disposed Assets in a pool showing in Asset reportsAssist users in understanding why a disposed pooled asset appears in an Assets report
How to Align Balance Sheet Items in Active Ledger and Reporting to the leftThis guide will help you align all accounts to the left when running a report in Active Ledger and Reporting.
How to troubleshoot error "Unable to find Retained Earnings or Current Year Earnings accounts in MYOB chart." when loading dataAssist users in troubleshooting error "Unable to find Retained Earnings or Current Year Earnings accounts in MYOB chart" when importing data
How to resolve Retained Earnings Balance Discrepancies in Balance Sheets
Understanding different Dataset Rollover Options in Active LedgerAllow users to understand different methods of rolling over datasets and when to use them.
Understanding Rollover Opening Balance journal automatically being reversedAllow users to understand why Opening Balnace rollover journal may have been reversed.
How to troubleshoot the "Invalid call to the API" error when uploading a trial balance file in a datasetAssist firms with troubleshooting the "Invalid call to the API" error in Active Ledger.