Learning & Support
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