Learning & Support
Active Workpapers
Active Workpapers is our new breed workpaper product that moves from an entirely Excel focused product to a hybrid - using Excel for calculations, but moving data and management UI to the cloud.
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'