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Active Ledger & Reporting User Training
Getting Started
How to use the Active Platform
Install Add-in
How to install the Active Ledger & Reporting add-in
Ledger Setup
How to set up an Active Ledger & Reporting file for your client
Datasets
Creating datasets & importing data
Datasets vs source distinction
Journals tab
Reports tab
Accounts
Mapping & allocating
Merging
Grouping, renaming & other functions
Assets
Asset register setup
Asset import (bulk)
Additions
Automated depreciation
Disposals
Pooling
Asset reporting
Manage depreciation years
Reporting
Report creation
Report customisation
Report output
Next Steps
Next steps & how to get help
Advanced Training
Divisions & trading accounts
Distributions
Primary Production
Statement of Changes in Equity
Asset register setup
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