Active Ledger & Reporting
77 articles
Getting Started
Getting Started
- Quick start video (Active Ledger & Reporting)To assist users in navigating and using Active Ledger & Reporting.
- 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 Marketplace for use within Active Ledger & Reporting.
- Best practice guide for admin users (Active Ledger & Reporting)To assist admin users in customising Active Ledger & Reporting.
User Guides
User Guides
Advanced User Guides
Advanced User Guides
- How to create custom and financial tablesTo assist users in creating custom and financial tables.
- How to manage auto-allocate matching rulesTo assist users in creating auto-allocate matching rules at a client level.
- How to manage accounting policies and disclosuresTo assist users in creating 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 performing 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 completing compliance work for a sole trader.
- How to add an Income Tax Reconciliation page to a reportTo assist users and admin users with adding an Income Tax Reconciliation page to a report.
- How to set up and complete a cashbook jobTo assist users with setting up and completing a cashbook job in Active Ledger & Reporting.
Administrator Guides
Administrator Guides
- How to use conditional and list tags in report formulasLearn how to use conditional and list tags inside Active Ledger report formulas.
- How to customise report fieldsTo assist admin users in creating reporting fields at a firm level to enable standardisation.
- How to manage firm default matching rulesTo assist admin users in managing the firms default matching rules.
- How to manage the standard chart of accountsTo assist admin users in managing 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 global report settingsTo assist admin users in customising the firms global report settings.
- How to add a firm logoTo assist admin users in adding a firm logo in the Admin Centre to be able to add to firm reports.
- How to add report watermarksTo assist admin users in adding firm report watermarks.
- How to customise report stylesTo assist admin users in customising the firms reporting styles.
- How to customise report page templatesTo assist admin users in customising the firms page templates.
- How to customise report page layoutsTo assist admin users in customising the firms page layouts.
- How to customise report notesTo assist admin users in customising the notes to the financial statements.
- How to customise report content fieldsTo assist admin users in creating customised content fields at a firm level to enable standardisation.
- How to customise report mastersTo assist admin users in customising the firms reporting masters.
- How to use the Formula EditorLearn how to use the Formula Editor to write calculated formulas in Active Ledger report templates.
Troubleshooting Guides
Troubleshooting Guides
- Frequently asked questionsTo assist users in finding answers to common questions about Active Platform and Active Ledger & Reporting 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 Ledger & Reporting.
- How to troubleshoot 'You are not authorised'To assist users in resolving authorisation errors caused by device time synchronisation issues.
- Understanding the new 'Exceptional Items' standard headerTo assist users in presenting accounts outside of EBITDA.
- How to set up swinging accounts in Active LedgerTo assist users in configuring accounts that can dynamically move between classifications.
- How to troubleshoot disposed assets in a pool showing in asset reportsTo assist users in understanding why a disposed pooled asset appears in an assets report.
- How to align balance sheet items in Active Ledger & Reporting to the leftTo assist users in aligning all accounts to the left when running a report in Active Ledger & Reporting.
- How to troubleshoot error "Unable to find Retained Earnings or Current Year Earnings accounts in MYOB chart." when loading dataTo assist 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 sheetsTo assist users in resolving retained earnings balance discrepancies.
- Understanding different dataset rollover options in Active LedgerTo assist users in understanding different methods of rolling over datasets and when to use them.
- Understanding rollover opening balance journal automatically being reversedTo assist users in understanding why opening balance rollover journal may have been reversed.
- How to troubleshoot the "Invalid call to the API" error when uploading a trial balance file in a datasetTo assist firms in troubleshooting the "Invalid call to the API" error in Active Ledger.
- How to move a Ledger file to a new clientTo assist admin users in moving a Ledger file between clients.
- How to troubleshoot the 'Master Report Template' showing it needs repair when opening in ExcelTo assist users in troubleshooting where the 'Master Report Template' is broken.