Article Objective: To assist trial users in navigating the Active Platform through the trial. Context: For platform administrators (generally the liaison between Business Fitness and your firm) there are a few steps to complete at the start of the trial to get the database configured. For a new user, there are many features and functions to learn within Active Workpapers, including some exciting, time saving automation features. Please refer to the Glossary for definitions of key terms used in this article. TABLE OF CONTENTS |
Before you start:
- Watch the Quick Start Video for a brief introduction to the Active Workpapers here
- Read the Quick Start Guide - Step by Step Instructions here.
Follow the below checklist to get the most out of your trial:
For Platform Administrators / Owners | ||
| 1 | Create your user account by following the steps in the welcome email received and log into the Active Platform. See here for guidance. Check your spam/junk email folder if you do not receive a welcome email. | |
| 2 | Once logged in, go to the Admin Centre (click your name in top right of screen). Add the trial users within the users section and licence them to the Active Workpapers module. | |
| 3 | Set up your firm's connection to the ATO. Click here. | |
For Trial Users - Preparers | Quick Start Video Time Ref. | |
| 1 | Create your user account by following the steps in the welcome email received and log into the Active Platform. See here for guidance. Note: For existing Smart Workpaper users, use your current Business Fitness login details. | |
| 2 | Install the add-in for Active Workpapers from Microsoft AppSource. Click here for installation steps. Note: You need to be logged into your Microsoft Account to download the add-in – your Active login email and 365 email must be the same. | 6:50 |
| 3 | Create a client within the Active Platform that you want to do a job for. Use a real client that you have a job to complete for to get the most out of the experience. | 0:56 |
| 4 | Create your first Workpaper binder. Start with an Accounts & Tax binder and connect your client’s data. Note: To get the full experience of Active Workpapers, we recommend to connect to a Xero source. | 1:45 |
| 5 | Open the Excel binder and experience the two-way sync between the web and Excel binders. | 7:25 |
| 6 | Add worksheets to trial balance accounts. There are many different record types to try, including Business Fitness standard worksheets, your own worksheet or a GL listing for example. Make sure to check out the below Business Fitness worksheets!
Note: Check here for all of the automation features available within Active Workpapers. | 8:41 |
| 7 | Add documents and other supporting records to support trial balance accounts. | 5:10 |
| 8 | Perform journals to adjust the trial balance within Active Workpapers. | 15:19 |
| 9 | Add internal notes and client queries to the binder, and action any checklist items outstanding. | 18:10 |
| 10 | Update binder status and send binder to your manager for review using the 'Notify Team Members' function. | 21:50 |
For Trial Users - Reviewers | Quick Start Video Time Ref. | |
| 1 | Review the steps for preparers above to understand how the system works. | |
| 2 | Install the add-in for Active Workpapers from Microsoft AppSource. Click here to install. Note: You need to be logged into your Microsoft Account to download the add-in – your Active login email and 365 email must be the same. | 6:50 |
| 3 | Open the email received from your preparer indicating that a job is ready for review (see step 10 above). | |
| 4 | Refer to the QA Centre to perform a quick review of any outstanding items in the file before full review. | 20:50 |
5 | Turn on and use review mode to sign off records – see here. | |
| 6 | Add internal notes to raise review points against trial balance lines. | 18:10 |
7 | Update binder status and send binder to your preparer for review using the 'Notify Team Members' function. | 21:50 |
Support
If you need help throughout your trial, please refer to the following for guidance:
Support Centre
Click here for our library of support and user guide articles.
Training Centre
Click here for user training courses for Business Fitness products.