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Advanced User Guides
7 articles
Creating custom and financial tablesTo assist users in navigating Active Ledger & Reporting with creating custom and financial tables.
Accounts - auto-allocate matching rulesTo assist users in navigating Active Ledger & Reporting to create auto-allocate matching rules at a client level.
Reporting - accounting policies and disclosuresTo assist users in navigating Active Ledger & Reporting to create additional accounting policies and disclosures at a client level.
Statement of Changes in EquityTo 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 propertyTo assist users in navigating Active Ledger & Reporting with setting up a a rental property.
Sole trader - equity section and distributionsTo assist users in navigating Active Ledger & Reporting with completing compliance work for a sole trader.