Active | Business Fitness

To assist users in navigating the Accounts screen in Active Ledger & Reporting.

How to work with accounts

To assist users in reconciling opening balances with the practice ledger file.

How to reconcile client opening balances with practice ledger files

To assist users in bringing in, editing and rolling over opening balances.

How to import and edit opening balances

To assist users in creating trading accounts to assist with reporting.

How to set up trading accounts

To assist users in navigating Active Ledger & Reporting to create account divisions to assist with reporting

How to set up divisions

To assist users in identifying scenarios where a split account can be used, how to set this up and how to work with a split account.

How to create and use split accounts

This article assists users in identifying when to use the Accounts toggle when journaling in their dataset

How to work in the Accounts toggle when journaling

Accounts

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