Active Ledger & Reporting
61 articles
Getting Started
Getting Started
Quick start video (Active Ledger & Reporting)This video is a Quick Start Guide on how to get started 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 the Active Platform and Active Ledger & Reporting to start a standard compliance job.
Getting started guide - MYOB users (Active Ledger & Reporting)To assist MYOB users in navigating the Active Platform and Active Ledger & Reporting to start a standard compliance job.
How to install the Excel add-in (Active Ledger & Reporting)To assist users in installing the Active Ledger & Reporting Excel add-in.
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Advanced User Guides
Creating custom and financial tablesTo assist users in navigating Active Ledger & Reporting with creating custom and financial tables.
Accounts - auto-allocate matching rulesTo assist users in navigating Active Ledger & Reporting to create auto-allocate matching rules at a client level.
Reporting - accounting policies and disclosuresTo assist users in navigating Active Ledger & Reporting to create additional accounting policies and disclosures at a client level.
Statement of Changes in EquityTo assist users in navigating Active Ledger & Reporting to generate a Statement of Changes in Equity report.
ConsolidationsTo assist users in navigating the Active Platform to perform a consolidation for a client.
Setting up a rental propertyTo assist users in navigating Active Ledger & Reporting with setting up a a rental property.
Sole trader - equity section and distributionsTo assist users in navigating Active Ledger & Reporting with completing compliance work for a sole trader.
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.
How to troubleshoot {{DefaultFinancialStatementsComprise}} field textWhy is {{DefaultFinancialStatementsComprise}} always lowercase?
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
Administrator Guides
Administrator Guides
Managing firm default matching rulesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to manage the firms default matching rules.
Managing 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.
Reporting - overviewTo assist admin users in navigating the Admin Centre for Active Ledger & Reporting
Reporting - content editorTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to utilise the content editor features when editing a page template, header template or notes.
Reporting - fieldsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to create reporting fields at a firm level to enable standardisation.
Reporting - global report settingsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms global report settings.
Reporting - stylesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms reporting styles.
Reporting - page templatesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms page templates.
Reporting - page layoutsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms page layouts.
Reporting - notesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the notes to the financial statements.
Reporting - content fieldsTo assist admin users in navigating Active Ledger & Reporting to create customised content fields at a firm level to enable standardisation.
Reporting - report mastersTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms reporting masters.