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User Guides
User Guides

User Guides

27 articles
Active Ledger Files OverviewTo assist users in navigating the Active Platform to use the different functions available within Active Ledger & Reporting.
Datasets

Datasets

Understanding JournalsTo assist users in navigating Active Ledger & Reporting in posting journals and extracting journal reports.
Understanding DatasetsTo assist users in navigating the Active Platform to understand the concepts of datasets within Active Ledger & Reporting.
Reports - Trial BalanceTo assist users in navigating the Active Platform with generating a trial balance report and exporting balancing journals.
Managing SourcesTo assist users in navigating and managing sources within Active Ledger and Reporting, including adding and removing sources.
Excel Trial Balance ImportTo assist users in importing a trial balance into an Active Ledger and Reporting dataset using an Excel source
Datasets - cashflow
Datasets - Other info - Primary productionTo assist users in navigating Active Ledger & Reporting to use the primary production tool to set up and complete primary production jobs.
Datasets - other info - distributionsArticle Objective: To assist users in navigating Active Ledger & Reporting to easily distribute the net profit or loss of an...
Datasets - filtering and formatting within Active LedgerArticle Objective: To assist users in navigating Active Ledger & Reporting to filter and format various reports and tabs.  ...
Datasets - reports - ledgerTo assist users in navigating the Active Platform with generating an itemised transaction report for a particular account or all accounts.
Datasets - reports - mapping reportTo assist users in navigating the Active Platform with generating an itemised mapping report for all accounts.
[AU] Datasets - reports - tax report