Learning & Support
Active Platform
Active Workpapers
Getting Started
- Trial checklist (Active Workpapers)
- Quick start video (Active Workpapers)
- Getting started guide (Active Workpapers)
- Best practice guide for admin users (Active Workpapers)
- How to install the Active Workpapers add-in
User Guides
- How to create a binder
- How to import a trial balance using Excel
- How to align client opening balances (Active Workpapers)
- How to use the online and Excel binder
- How to link various records to a binder
Automation Features
- [AU] List of automation features - Active Workpapers
- [UK] List of automation features - Active Workpapers
- [NZ] List of automation features - Active Workpapers
- [AU] How to use ATO integration - BAS lodgements
- [AU] How to use ATO integration - integrated client and income tax account
Binders & Templates
- [AU] Template training sessions (Active Workpapers)
- [AU] Release schedule 2024 (Active Workpapers)
- List of record templates
- [AU] List of binder templates
- [AU] How to use the Tax Planning binder
Administrator Guides
- How to customise job, record and client query statuses
- How to add a firm record template
- How to customise firmwide binder tolerances
- How to customise matching rules
- How to customise record template recommendations
Troubleshooting Guides
- Whitelist URLs (Active Workpapers)
- Storage Limits (Active Workpapers)
- How to troubleshoot Excel sync issues
- How to troubleshoot 'Unexpected Error - There has been an unexpected error, please contact Support'.
- How to troubleshoot 'ArgumentException: Unable to find Client in Active Workpapers'
Educational Webinars
Active Workflow
Getting Started
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 Ledger & Reporting
Getting Started
User Guides
- Active Ledger files - overview
- Datasets - overview
- Datasets - manage sources
- Datasets - Excel trial balance import
- Datasets - journals
Advanced User Guides
- Accounts - auto-allocate matching rules
- Reporting - accounting policies and disclosures
- Statement of Changes in Equity
- Consolidations
- Creating custom and financial tables
Administrator Guides
- Managing firm default matching rules
- Managing the standard chart of accounts
- Reporting - overview
- Reporting - content editor
- Reporting - content fields
Educational Webinars
Troubleshooting Guides
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
HowNow X
Welcome to HowNow X
HowNow X Implementation
HowNow X Software Release History
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
Educational Webinars
Smart Suite
Smart Suite Release Schedule
Smart Suite Release Notes
- Smart Suite Workpapers Release Notes
- 2024 Smart Suite and Workpapers Release Notes
- 2023 Smart Suite and Workpapers Release Notes
- 2022 Smart Suite and Workpapers Release Notes
- 2021 Smart Suite and Workpapers Release Notes
Smart Suite Content List
Smart Suite Workpapers
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 - Smart Suite)
- 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
Educational Webinars
HowNow Standalone Portal
Portal Admin - Troubleshooting Guide
HowNow Portal - Users
HowNow Portal - Software Release History
FAQ's
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
Business Fitness Products
Account Management & Authentication Guides
- Setting up your Business Fitness Account
- Managing your Business Fitness Account
- Resetting your Business Fitness Account authenticator
- Transferring your Business Fitness Account authenticator codes to new phone
- Exploring Authentication Options for Our Products