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User Guides

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

Datasets

How to work with datasetsTo assist users in navigating the Active Platform to understand the concepts of datasets within Active Ledger & Reporting.
How to work with journals and generate journal reportsTo assist users in navigating Active Ledger & Reporting in posting journals and extracting journal reports.
How to manage sources for datasetsTo assist users in navigating and managing sources within Active Ledger and Reporting, including adding and removing sources.
How to use the filtering and formatting features within reportsTo assist users to filter and format various reports and tabs within Active Ledger & Reporting
How to import a trial balance in a dataset using ExcelTo assist users in importing a trial balance into an Active Ledger & Reporting dataset using an Excel source
How to use the cashflow featureTo assist users in navigating the cashflow section - including using the calculator, posting cashflow journals and generating the audit report.
How to use the primary production toolTo assist users in navigating Active Ledger & Reporting to use the primary production tool to set up and complete primary production jobs.
How to use the distributions featureTo assist users in navigating Active Ledger & Reporting to easily distribute the net profit or loss of an entity.
How to generate a trial balance report and post balancing journalsTo assist users in navigating the Active Platform with generating a trial balance report and exporting balancing journals.
How to generate a ledger reportTo assist users in navigating the Active Platform with generating an itemised transaction report for a particular account or all accounts.
How to generate a mapping reportTo assist users in navigating the Active Platform with generating an itemised mapping report for all accounts.