Learning & Support
HowNow Server
HowNow Versions
HowNow Server Implementation
HowNow Server System Requirements
HowNow Server Administrator Guide
- Administrator Training
- Organisation - Set Up Teams, Positions & Employees
- Knowledge - Setting-Up (Content Administrator )
- Knowledge - Adding & Removing Documents
- Knowledge - Content Modules & Publishing
HowNow Server User Guide
View all (26)HowNow Server FAQs
- HowNow Open Files - InUseBy
- How do I associate a PDF program for documents in HowNow?
- Introducing the new look HowNow 5.2
- Open Documents When Closing HowNow
- HowNow Version 4 - Transfer HowNow from One Server to Another
HowNow Server Add-ins
View all (8)HowNow Server Release Notes
Reportance Desktop
Reportance Training
User Guide
View all (28)Administrator Guide
FAQs
- HowNow Smart Workpapers Excel Add-in appears twice in properties page
- Reportance tab missing from Excel
- Crash to Desktop on Application Startup
- Unable to create a new Reportance file
- Excel crash after updating cell value
Release History
System Requirements
Installation
Privacy & Legal
HowNow X
Welcome to HowNow X
HowNow X Implementation
HowNow X Software Release History
Training Webinars
HowNow X - User Software Installation & Set-up
HowNow X User Guide
- Getting Started
- Shortcut Keys in HowNow
- Getting Help
- Knowledge Management
- Knowledge - Document Profiles
HowNow X Administrator Guide
- Organisation - Setup Teams, Positions & Employees
- Knowledge - Setting-Up (Content Administrator)
- Knowledge - Adding & Removing Documents
- Knowledge - Content Modules & Publishing
- Knowledge - Creating Merge Document Templates
Connections
- Connecting to Xero Practice Manger (XPM)
- Connecting to WorkflowMax (WFM)
- DataSync System Requirements
- Business Fitness Importer System Requirements
- Reauthorise Connection to Xero Practice Manager (XPM)
Admin checklist
HowNow X Add-ins
View all (7)HowNow X FAQs
- Port Test
- Adding OneNote Files to HowNow X
- Port 445 Security
- Restoring Previous Version
- HowNow Open Files - InUseBy
HowNow X Cloud - File Security & Backups
System Requirements
Smart Suite
Smart Suite Workpapers
Smart Workpapers Training
Getting Started
- Smart Workpapers System Requirements
- Setting up your Smart Workpapers Account
- Smart Workpaper Add-In Installation
- Smart Workpapers Website
- Whitelist URLs - Smart Workpapers
Getting Started - Administrators
Connected Workpapers
- Connected Workpapers - Excel Add-In
- Connecting Client Files to Connected Workpapers
- Connected Workpapers - Home Sheet
- Connected Workpapers - Index Sheet
- Connected Workpapers - Adding Worksheets
Standalone Workpapers
View all (9)Starter File Guides
- Capital Gains Tax - Australian Entities
- Capital Gains Tax - Foreign Individuals
- Company Debit Loan (Division 7A)
- Fringe Benefits Tax
- Loan Repayment Calculator
Customising Smart Workpapers
- Creating a Customised Worksheet
- Customisations Using Named Ranges
- Template Formulae and Coded Actions
- Customising Opening Balances
- Uploading a Customised Worksheet
FAQs
- Smart Workpapers Best Practice
- I Can't Login to Smart Workpapers
- General Smart Workpapers Troubleshooting Steps
- What to do After an Update to the Add-in is Released
- How To Troubleshoot: #N/A or #NAME? Fields That Still Retain Their Formulas
Privacy and Legal
HowNow Standalone Portal
HowNow Online
HowNow Online Training
Release Notes
Dashboard
Getting Started & Administration Settings
- Accepting your HowNow Online account invitation and creating your password
- Inviting a User
- Viewing which users have and have not accepted their account invitation
- User Permissions - Quick Reference Guide
- Firm Administration Settings
Templates
- Creating filters
- Adding templates
- Editing a template
- Editing a template file name
- Deleting a template
Documents
- Creating filters
- Adding documents
- Adding documents to multiple clients
- Editing a document
- Editing a document file name
Clients
Connected Portal
- Terminology Used in the Portal
- Navigation Bar
- Logging in to the Portal Admin
- Overview of the Admin Settings
- Managing Employees in HowNow Portal
Privacy and Legal
System Requirements
HowNow Online Edit App
Portal Admin - Troubleshooting Guide
HowNow Portal - Users
HowNow Portal - Software Release History
FAQs
HowNow On Premise - Backstage View Administrator Functions
HowNow On Premise - Troubleshooting
Troubleshooting
- Email Manager not working after Office update
- HowNow is getting ISC Errors when opening from Server
- HowNow is getting ISC Errors when opening from Workstation but Server is Opening Ok
- HowNow Home Page is not displaying from Server
- HowNow Home Page is displaying from Server but not on client instances
HowNow On Premise - System Requirements
HowNow X Web
Active Release Notes - AU
Active Platform
Active Workflow
User Guides
- How to create a job
- How to edit a job
- How to search and filter jobs
- How to create recurring jobs
- How to create tasks
Administrator Guides
- How to use the Admin Centre
- How to customise Kanban columns
- How to customise job statuses
- How to customise job types
- How to customise deliverable types
Active Workpapers
Getting Started
- Quick Start Video (Active Workpapers)
- How to install the Excel add-in (Active Workpapers)
- Whitelist URLs (Active Workpapers)
- Storage Limits (Active Workpapers)
- [AU] Getting Started Guide (Active Workpapers)
User Guides
- How to create a binder
- How to choose the best source for a binder
- How to link a cloud source to a binder (Xero, MYOB, etc)
- [AU] How to link an Active Ledger & Reporting source to a binder
- How to link an Excel source to workpapers (third party solution)
Administrator Guides
- How to customise/edit job statuses
- How to customise/edit record statuses
- How to add a firm workpaper record template
- How to customise firmwide binder tolerances
- How to customise account type matching rules
Binders & Templates
- [AU] Template Training Sessions (Active Workpapers)
- [AU] List of Record Templates
- [AU] List of Binder Templates
- [AU] How to use the Tax Planning binder
- [AU] How to use the Fringe Benefits Tax binder
Release Notes
Active Ledger & Reporting
Getting Started
User Guides
- User Registering and Editing a User Profile
- Adding and Editing Client Groups and Entities
- Active Ledger Files - a Brief Overview
- New Datasets and the Information Tab
- Datasets - Manage Sources
Advanced User Guides
- Accounts - Auto-Allocate Matching Rules
- Content Fields
- Reporting - Fields
- Reporting - Accounting Policies and Disclosures
- Statement of Changes in Equity
Administrator Guides
- Registering Your Firm
- Managing Firm Details and Users
- Managing the Standard Chart of Accounts
- Managing Firm Default Matching Rules
- Reporting