User Guides
28 articles
Active Ledger files - overviewArticle Objective: To assist users in navigating the Active Platform to use the different functions available within Active Ledger...
Datasets - overviewArticle Objective: To assist users in navigating the Active Platform to understand the concepts of datasets within Active Ledger...
Datasets - journals
Datasets - reports - trial balance
Datasets - reports - ledger
Datasets - reports - mapping reportArticle Objective: To assist users in navigating the Active Platform with generating an itemised mapping report for all accounts. ...
[AU] Datasets - reports - tax report
Datasets - filtering and formatting within Active LedgerArticle Objective: To assist users in navigating Active Ledger & Reporting to filter and format various reports and tabs. ...
Datasets - other info - distributionsArticle Objective: To assist users in navigating Active Ledger & Reporting to easily distribute the net profit or loss of an...
Datasets - other info - primary productionArticle Objective: To assist users in navigating Active Ledger & Reporting to use the primary production tool to set up and...
Accounts - divisionsArticle Objective: To assist users in navigating Active Ledger & Reporting to create account divisions to assist with reporting. ...
Accounts - trading accountsArticle Objective: To assist users in navigating Active Ledger & Reporting to create account divisions to assist with reporting. ...
Accounts - opening balancesArticle Objective: To assist users in navigating Active Ledger & Reporting to bring in, edit and roll over opening balances, as well...
Accounts - reconciling client opening balances with practice ledger file, incl. using the 'Compare Datasets' toolArticle Objective: To assist users in navigating Active Ledger & Reporting to reconcile opening balances with the practice ledger...
Reporting - creating a report- REDACTEDArticle Objective: To assist users in navigating Active Ledger & Reporting to create a report. Context: Active Ledger has...
Assets - overviewArticle Objective: To assist users in navigating Active Ledger & Reporting to add and manage various depreciation years. ...
Assets - creating a register- REDACTEDArticle Objective: To assist users in navigating Active Ledger & Reporting to create and maintain an asset register. ...
Assets - importing from ExcelArticle Objective: To assist users in navigating Active Ledger & Reporting to import a previous asset register via Excel. ...
Assets - disposalsArticle Objective: To assist users in navigating Active Ledger & Reporting to dispose of assets. Context: Active Ledger &...
[AU] Assets - poolingArticle Objective: To assist users in navigating Active Ledger & Reporting to pool assets. Context: Pooling in Active...
Assets - reportsArticle Objective: To assist users in navigating Active Ledger & Reporting to generate and export a variety of asset reports. ...
Assets - posting depreciation journalsArticle Objective: To assist users in navigating Active Ledger & Reporting to use the automatic journal function to post...
Final reports - Active Ledger samples©Click below to access Active Ledger & Reporting report samples. The styles, colours and branding used are only an...
Reporting - pages
Accounts - overview
Datasets - cashflow
Datasets - Excel trial balance import
Datasets - manage sources