Advanced User Guide
Advanced User Guides
7 articles
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 set up and complete a cashbook jobTo assist users with setting up and completing a cashbook job in Active Ledger & Reporting.