15 articles
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