Datasets
Datasets
14 articles
- How to work with datasetsTo assist users in understanding the concepts of datasets within Active Ledger & Reporting.
- Understanding journal types in Active Ledger & ReportingExplains the five journal types in Active Ledger & Reporting Journal, Opening balance adjustment journal, Imported trial balance, Imported movement journal, and Imported opening balance and when to use each…
- How to manage sources for datasetsTo assist users in managing sources within Active Ledger & 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 using the cashflow calculator, posting cashflow journals and generating the audit report.
- How to use the primary production toolTo assist users in using the primary production tool to set up and complete primary production jobs.
- How to use the distributions featureTo assist users in distributing the net profit or loss of an entity.
- How to work with journals and generate journal reportsTo assist users in posting journals and extracting journal reports.
- How to export a balancing journalTo assist users in exporting a balancing journal.
- How to generate a trial balance reportTo assist users in generating a trial balance report.
- How to generate a ledger reportTo assist users in generating an itemised transaction report for a particular account or all accounts.
- How to generate a mapping reportTo assist users in generating an itemised mapping report for all accounts.
- How to generate a profit reconciliation reportTo assist users in generating a profit reconciliation report to assist with showing what makes up the adjusted profit or loss.