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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.
Advanced User Guides
Advanced User Guides
Creating custom and financial tables
Accounts - auto-allocate matching rulesArticle Objective: To assist users in navigating Active Ledger & Reporting to create auto-allocate matching rules at a client level. ...
Reporting - accounting policies and disclosures
Statement of Changes in EquityArticle Objective: To 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 propertyArticle Objective: To assist users in navigating Active Ledger & Reporting with setting up a a rental property. Context: Active...
Sole trader - equity section and distributionsArticle Objective: To assist users in navigating Active Ledger & Reporting with completing compliance work for a sole trader. ...
[AU] How to set up a GPFR/Tier 2 reportArticle Objective: To assist administrator users to set up a Tier 2 General Purpose Financial Report template at the firm level, as...
Troubleshooting Guides
Troubleshooting Guides
Frequently asked questionsArticle Objective: To assist users in answering frequently asked questions (FAQs). TABLE OF CONTENTS Getting started Do I...
How to troubleshoot errors when connecting to a MYOB sourceIssue Users may encounter one of the following errors when attempting to load data from a MYOB file in an Active Ledger dataset or...
How to troubleshoot 'You are not authorised'Symptom If you encounter the message 'You are not authorised', it's likely due to a discrepancy between your device's time and our...
How to troubleshoot {{DefaultFinancialStatementsComprise}} field textWhy is {{DefaultFinancialStatementsComprise}} always lowercase?
Understanding the New 'Exceptional Items' Standard HeaderHow can I present accounts outside of EBITDA?
Active L&R - Set up Swinging Accounts in Active LedgerA guide to show users how to swing accounts in Active Ledger & Reporting.
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.
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 accountsArticle Objective: To assist admin users in navigating the Admin Centre within Active Ledger & Reporting to manage the firms...
Reporting - overviewArticle Objective: To assist admin users in navigating the Admin Centre within Active Ledger & Reporting to access firm master...
Reporting - content editorArticle Objective: To assist admin users in navigating the Admin Centre within Active Ledger & Reporting to utilise the content...
Reporting - fieldsArticle Objective: To assist admin users in navigating the Admin Centre within Active Ledger & Reporting to create reporting fields...
Reporting - global report settingsArticle Objective: To assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms...
Reporting - styles
Reporting - report masters- REDACTEDArticle Objective: To assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms...
Reporting - page templates
Reporting - page layouts
Reporting - notes
Reporting - content fields