Refer below for a visual representation of the data flow from one accounting software to another.

Navigate to the Active Platform home page.

Click on your name icon and press Admin Centre.

Click on Settings under the Firm banner.

Active Workpapers ships with the settings.

Under the 'Firm Settings' section, select the checkbox for Allow Binders to export to an external reporting system. This will turn on the external reporting feature.

​

Next, you have to define the standard chart of accounts for the firm. Navigate to the Workpapers Admin page from the general Admin Centre.

Select Standard Chart under the Binders tab.

By default, Active Workpapers ships with a Business Fitness standard chart of accounts.

Firm administrators can add additional standard headings with the following attributes:

Note: If you are using Active Ledger, the Active Ledger chart of accounts will take precedence, and there is no need to configure it in Active Workpapers.

For more information on how to do this, see the administrator article: How to create a standard chart of accounts.

Once you have completed the above, navigate back to the general Admin Centre and select Account Mapping.

Select the External Reporting Systems tab.

Here, you will be able to add the various reporting systems that your firm uses by selecting Add New External Reporting System.

A pop-up will appear where you will have to outline the name of the system and select the source type, as below.

Click Save and Close.

For information on how to add mapping, benchmark and export codes, see the knowledge article: How to add mapping, benchmark and export codes.

For information on how to use the external reporting feature, see the knowledge article: How to use the external reporting feature.