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Active Workpapers
A fully cloud based, flexible solution that easily handles complex accounting jobs with best practice functionality.
83 articles
Trial checklist (Active Workpapers)
Quick start video (Active Workpapers)
Best practice guide for admin users (Active Workpapers) - Original
Glossary of key terms (Active Workpapers)
Linking your Microsoft account
Best practice guide for users (Active Workpapers)
How to install the Active Workpapers add-inArticle Objective: To assist users with installing the Microsoft Excel add-in from Microsoft AppSource for use with Active...
Getting started guide (Active Workpapers)
Customizing Active Workpapers: Best Practices (4o)This guide provides step-by-step instructions for customizing Active Workpapers to suit your firm's unique needs
Best Practices for Customising Active Workpapers (o1 Preview)Learn the essential steps and best practices for admins to effectively customise Active Workpapers to meet your firm's unique requirements.
How to align client opening balances (Active Workpapers)
How to use the online and Excel binder
How to add your own worksheet to a binder
How to perform journals and compare and reinstate import runs in Workpapers
How to use the QA Centre
How to send a job for review
How to best review a compliance job
How to complete and export a binder
How to use the external reporting feature
How to set up and use account swinging
How to import a trial balance using ExcelArticle Objective: To assist users in navigating the Active Platform to import a trial balance using Excel when the user does not...
How to use review modeArticle Objective: To assist reviewers in navigating the Active Platform to set a job to review mode to ensure maximum efficiency...
How to create a binder
How to create and action internal notes and client queries
How to link various records to a binder
[AU] List of automation features - Active Workpapers
[UK] List of automation features - Active Workpapers
[NZ] List of automation features - Active Workpapers
How to use the Loan Automation?
[AU] How to use ATO integration - BAS lodgementsArticle Objective: To assist users in navigating the Active Platform to effectively use the 'J50 BAS Lodgements' template to populate...
[AU] How to use ATO integration - integrated client and income tax accountArticle Objective: To assist users in navigating the Active Platform to effectively use the 'H50 Integrated Client Account' and 'C50...
[UK] How to use corporation tax automationArticle Objective: To assist users in navigating the Active Platform to effectively use the corporation tax automation feature. ...
[AU] How to use wages automationArticle Objective: To assist users in navigating the Active Platform to effectively use the wages automation feature to prefill wages...
[AU] How to use income tax automationArticle Objective: To assist users in navigating the Active Platform to effectively use the income tax automation feature to avoid...
[AU] How to use fixed assets automation with Active Ledger & Reporting
List of record templates
[AU] List of binder templates
[AU] How to use the Fringe Benefits Tax binder
[AU] How to use the Company Debit Loan binder (Division 7a - Active)
How to use lead schedules
[AU] How to use the Loan Repayment Calculator binder
[AU] How to use the Div 7a Calculator record template
[AU] How to use the Hire Purchase and Chattel Mortgage Schedule record templates
[AU] Release schedule 2024 (Active Workpapers)
[AU] Which worksheets have rollover functionality?
[UK] Which worksheets have rollover functionality?
[AU] How to use the Tax Planning binder
[UK] Which worksheets have rollover functionality?
[AU] Which worksheets have rollover functionality?
How to add a firm record template
How to customise firmwide binder tolerances
How to customise matching rules
How to edit binder behaviour options
[AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATO
How to create a standard chart of accounts
How to customise record template checklists or create new
How to enable the external reporting feature
How to add mapping, benchmark and export codes
How to customise job, record and client query statuses
How to create firm binder templates
How to customise record template recommendations
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add InWhat is a Primary User? In Active Workpapers, the primary user is the first person to open and work on a specific binder file. This...
How to restore to a previous SharePoint version of a binder
How To Repair a Corrupt Binder
Security Warning in Excel
How to troubleshoot 'We're having a bit of trouble connecting you to Workpapers'
[AU] How to troubleshoot when ATO data not populating as expected
How to troubleshoot Active add-in initialisation errors
How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'
How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.
How to troubleshoot Excel sync issues
Active Platform Limits
Whitelist URLs (Active & Smart Workpapers)A list of approved URLs required for accessing features and services in both Active Workpapers & Smart Workpapers.
[AU] Troubleshooting ATO Data Population IssuesThis article offers troubleshooting solutions for resolving ATO data population issues in Active Workpapers
Understanding Primary User and Sheet Insertion in Active Workpapers Excel Add In
How to troubleshoot add-in initialisation/connectivity issues
How to change the record type in Active Workpapers Templates
How to troubleshoot 'Account Name Must Not Be Empty' error when importing from MYOB
How to troubleshoot #N/A or #NAME? errors in Active WorkpapersTo assist users when they encounter range errors within Active Workpapers
How to Troubleshoot MYOB Practice Management Integration ErrorsError: {"ApiType":0,"ExceptionName":"HttpRequestException","Message":"An internal server error occurred, please contact support."}
How to Troubleshoot the "Something went wrong [7anyj]" Error When Opening a Binder in ExcelWhy am I getting a Something went wrong 7anyj error when opening a binder in Excel