Overview
To ensure optimal use of Active Workpapers, we recommend following these customization steps in order:
Update firm settings
Review standard templates
Customize record templates
Customize binder templates
Customize job, record, and client query statuses
Customize advanced features (e.g., standard chart of accounts, lead schedules, external reporting, and matching rules)
Note: Every firm has unique needs. Work through these steps, skipping any that are unnecessary for your firm.
Please refer to the Glossary for definitions of key terms used in this article.
Step-by-Step Customization
1. Update Firm Settings
Action: Review and add details like offices, teams, users, and integrations.
2. Review Standard Templates
Action: Use the system’s 100+ pre-built templates, managed by qualified accountants and compliant with tax laws.
Why: Ensures consistency and compliance for accounts and tax jobs.
3. Customize Record Templates
Action: If existing templates don’t meet your needs, customize or upload your own.
4. Customize Binder Templates
Action: Modify binder templates to suit your firm’s needs.
Options:
Create binder templates from scratch
Add worksheets to existing templates
Customize record template recommendations
🔗 Create a firm binder template
🔗 Add worksheets to a binder template
🔗 Customize record template recommendations
5. Customize Job, Record, and Client Query Statuses
Action: Adjust statuses to reflect your workflow (e.g., "In Progress," "Completed").
6. Advanced Customization Features
Action: Set up advanced features to enhance functionality.
6.1. Customizing the Standard Chart of Accounts
Modify the default chart to fit your firm’s requirements.
6.2. Enabling Lead Schedules
Create custom account groups for better management.
6.3. Enabling the External Reporting Feature
Manage reporting files separate from client accounting files.
6.4. Customizing Matching Rules
Define account allocation rules for the master chart of accounts.
Additional Resources
Resource | Description | Link |
Training Centre | User training courses for Business Fitness | |
Support Centre (AU) | Library of support articles | |
Support Centre (UK) | Library of support articles |