Datasets
Datasets
13 articles
How to work with datasetsTo assist users in understanding the concepts of datasets within Active Ledger & Reporting.
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.