We've moved to a new Support Centre!
If you need to log a support ticket, please email
[email protected].
For assistance with our Active products, visit the Active Support Centre.
For resources related to all other products, visit the Business Fitness Support Centre.
For assistance with our Active products, visit the Active Support Centre.
For resources related to all other products, visit the Business Fitness Support Centre.
Learning & Support
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
- How to add your own worksheet to a binder
- How to perform journals and compare and reinstate import runs in Workpapers
- How to create and action internal notes and client queries
- How to use the QA Centre
- How to send a job for review
- How to use review mode
- How to best review a compliance job
- How to complete and export a binder
- How to use the external reporting feature
- How to set up and use account swinging