Active | Business Fitness

To assist users in navigating Active Ledger & Reporting with creating custom and financial tables.

How to create custom and financial tables

To assist users in navigating Active Ledger & Reporting to create auto-allocate matching rules at a client level.

How to manage auto-allocate matching rules

To assist users in navigating Active Ledger & Reporting to create additional accounting policies and disclosures at a client level.

How to manage accounting policies and disclosures

To assist users in navigating Active Ledger & Reporting to generate a Statement of Changes in Equity report.

How to create a Statement of Changes in Equity report

To assist users in navigating the Active Platform to perform a consolidation for a client.

How to perform a consolidation

To assist users in navigating Active Ledger & Reporting with setting up a a rental property.

How to set up accounts for a rental property

To assist users in navigating Active Ledger & Reporting with completing compliance work for a sole trader.

How to set up and complete a sole trader job

Allow users the ability to create a cashbook and import it into Active Ledger

How to set up and complete a cashbook job

Advanced User Guide

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