Accounts
5 articles
Accounts - overview
Accounts - Reconciling client opening balances with practice ledger file, incl. using the 'Compare Datasets' toolTo assist users in navigating Active Ledger & Reporting to reconcile opening balances with the practice ledger file
Accounts - opening balancesArticle Objective: To assist users in navigating Active Ledger & Reporting to bring in, edit and roll over opening balances, as well...
Accounts - Trading accountsTo assist users in navigating Active Ledger & Reporting to create trading accounts to assist with reporting.
Accounts - DivisionsTo assist users in navigating Active Ledger & Reporting to create account divisions to assist with reporting