How to install the Active Workpapers add-in

Article Objective: To assist users with installing the Microsoft Excel add-in from Microsoft AppSource for use with Active Workpapers.

Context: Various functions within Active Workpapers require the use of an Excel based add-in, including using the standard Business Fitness record templates/worksheets.

Please refer to the Glossary for definitions of key terms used in this article.

Installing the Active Workpapers Excel add-in from Microsoft AppSource

Navigate to Microsoft Appsource using the following link: Active Workpapers - Microsoft AppSource

You should see the following screen. Click Get it Now to download the add-in and sign in using your Microsoft credentials if you are not already signed in.

You will then be presented with this screen. Click Open in Excel.

Tick Always allow and press Open.

You will now see the below screen. An 'Active Workpapers' taskbar has been added to excel.

You have now successfully downloaded the Active Workpapers Excel Add-in.

__________________________________________________________________________

For Microsoft Administrators who want to deploy the add-in for all users through the Microsoft 365 admin center, follow the instructions below:
Deploy add-ins in the Microsoft 365 admin center

Trial checklist (Active Workpapers)

How to import a trial balance using Excel

Reporting - creating a report- REDACTED

How to install the Excel add-in (Active Ledger & Reporting)

Getting started guide (Active Workpapers)