Article Objective: To assist users in installing the Active Ledger & Reporting Excel add-in. Context: The Excel add-in provides the functionality required to import data from Excel into Active Ledger, as well as functions to optimise the format of Excel reports. Please refer to the Glossary for definitions of key terms used in this article. Note: Every individual user must have this add-in installed on their laptop to be able to use Active Ledger & Reporting. |
Installing the Active Ledger add-in from Microsoft AppSource
The add-in is available on Microsoft AppSource. Click here.
Note: System administrators can use the above link to deploy the add-in across an entire enterprise, groups or teams in Microsoft Office 365.
Click Get it Now.
Follow the steps to finalising the addition process and open Excel. You will notice the 'Active Ledger' add-in sitting within the Home tab.
If you see the above screen, the Active Ledger add-in process has been finalised.
Installing the Active Ledger add-in from within Excel
Users can also install the add-in directly from within Excel. Navigate to the File tab and click Get Add-ins.
Then search for Active Ledger and click Add.
Follow the steps to finalising the addition process and open Excel. You will notice the 'Active Ledger' add-in sitting within the Home tab.
If you see the above screen, the Active Ledger add-in process has been finalised.