Administrator Guides
Administrator Guides
14 articles
How to manage firm default matching rulesTo assist admin users in managing the firms default matching rules.
How to manage the standard chart of accountsTo assist admin users in managing the firm's standard chart of accounts.
How to customise reportsTo assist admin users in navigating the Admin Centre for Active Ledger & Reporting
How to customise report contentTo assist admin users in utilising the content editor features when editing a page template, header template or notes.
How to customise report fieldsTo assist admin users in creating reporting fields at a firm level to enable standardisation.
How to customise global report settingsTo assist admin users in customising the firms global report settings.
How to add a firm logoTo assist admin users in adding a firm logo in the Admin Centre to be able to add to firm reports.
How to add report watermarksTo assist admin users in adding firm report watermarks.
How to customise report stylesTo assist admin users in customising the firms reporting styles.
How to customise report page templatesTo assist admin users in customising the firms page templates.
How to customise report page layoutsTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the firms page layouts.
How to customise report notesTo assist admin users in navigating the Admin Centre within Active Ledger & Reporting to customise the notes to the financial statements.
How to customise report content fieldsTo assist admin users in creating customised content fields at a firm level to enable standardisation.
How to customise report mastersTo assist admin users in customising the firms reporting masters.