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Active Platform
Rebooting compliance workflows for accounting firms.
33 articles
Getting Started
Begin your journey with essential steps to set up and use our system.
Setting up your account
Quick start video (Active Platform)This video is a Quick Start Guide on how to get started using the Active Platform by Business Fitness.
Implementation & Training for Small Firms
Guidance and resources to help small firms onboard and train effectively.
Implementation and training guide (Active Workpapers)
[AU] Implementation and training guide (Active Ledger & Reporting)
[AU] Implementation and training guide (Active Workpapers and Ledger & Reporting)
User Guides
Comprehensive manuals for everyday users to maximise functionality.
How to set up and manage clients and client groups
Administrator Guides
Step-by-step instructions tailored for system administrators.
How to set up offices
How to set up users
How to manage licenses
How to manage firm settings
Integrations
Learn how to connect and manage third-party tools with our system.
How to set up and use the Active - Xero Practice Manager (XPM) integration
How to set up and use Active - HowNow X integration
How to Troubleshoot Active Sync ErrorsWhen working with sync errors from XPM, you may encounter various errors related to missing or incorrect information. Below is a guide...
How to set up and use the Active - FYI integrationArticle Objective: To assist admin users in navigating the Active Platform to set up and use the Active - FYI integration. ...
How to set up and use the Active - MYOB Practice Management integration
System Information
Technical details about system requirements, updates, and configurations.
System requirements
Understanding our maintenance and release schedule
Does Active by Business Fitness offer dedicated environments (single-tenant)?
Troubleshooting Guides
Solutions for common issues to help you resolve problems quickly.
How to troubleshoot "Account Name Must Not Be Empty" Error When Importing from MYOBProblem: Users encounter the error "Account Name must not be empty" when importing a trial balance from MYOB into a...
How to Change the Record Type in Active Workpapers TemplatesOverview: This guide explains how to change the record type in Active Workpapers, whether you're creating a new...
How to Troubleshoot Tax Automation bot not showing in an Active Workpapers binderWhy isn't the Tax Automation bot showing in my Active Workpapers binder?
How to troubleshoot 'We're having a bit of trouble connecting you to Workpapers' or 'You are not authorised'
How to Fix and Recover Corrupted Excel Binder FilesLearn how to recover and repair corrupted Excel binder files in Active Workpapers, with step-by-step instructions for file recovery and prevention tips.
How to troubleshoot when the APS sync log file is not logging any new informationWhy is my APS sync running, but the logs file is not updating?
Edge Display Issues with Active Workpapers - Nord VPN Threat Protection FixIf Active Workpapers isn't displaying properly in Edge and you're using Nord VPN, the Threat Protection feature is likely causing the issue. Here's how to fix it:
How to repair a corrupted binder fileTo assist users in navigating Active Workpapers when encountering a corrupted source binder message and how to resolve it.
Resolving "Request Aborted" Errors in WorkpapersTo assist users in navigating Active Workpapers to resolve request aborted errors when adding workpapers to client files
Templates
Full list of available Templates to streamline your business.
[AU] Document list (Active Templates)
Privacy & Legal
Policies and guidelines to ensure compliance and safeguard your data.
Privacy & legal policies
Service Level Agreement