Accounts
Accounts
6 articles
How to work with accountsTo assist users in navigating the accounts section of Active Ledger
How to reconcile client opening balances with practice ledger filesTo assist users in navigating Active Ledger & Reporting to reconcile opening balances with the practice ledger file
How to import and edit opening balancesTo assist users in navigating Active Ledger & Reporting to bring in, edit and roll over opening balances
How to set up trading accountsTo assist users in navigating Active Ledger & Reporting to create 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.