Advanced User Guides
7 articles
Creating custom and financial tables
Accounts - auto-allocate matching rulesArticle Objective: To assist users in navigating Active Ledger & Reporting to create auto-allocate matching rules at a client level. ...
Reporting - accounting policies and disclosures
Statement of Changes in EquityArticle Objective: To assist users in navigating Active Ledger & Reporting to generate a Statement of Changes in Equity report. ...
Setting up a rental propertyArticle Objective: To assist users in navigating Active Ledger & Reporting with setting up a a rental property. Context: Active...
Sole trader - equity section and distributionsArticle Objective: To assist users in navigating Active Ledger & Reporting with completing compliance work for a sole trader. ...
[AU] How to set up a GPFR/Tier 2 reportArticle Objective: To assist administrator users to set up a Tier 2 General Purpose Financial Report template at the firm level, as...