Accounts
Accounts
7 articles
- How to work with accountsTo assist users in navigating the Accounts screen in Active Ledger & Reporting.
- How to reconcile client opening balances with practice ledger filesTo assist users in reconciling opening balances with the practice ledger file.
- How to import and edit opening balancesTo assist users in bringing in, editing and rolling over opening balances.
- How to set up trading accountsTo assist users in creating trading accounts to assist with reporting.
- How to set up divisionsTo assist users in navigating Active Ledger & Reporting to create account divisions to assist with reporting
- How to create and use split accountsTo 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 work in the Accounts toggle when journalingThis article assists users in identifying when to use the Accounts toggle when journaling in their dataset