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Active Workpapers Administrator Training
Getting Started
How to use the Active Platform
Administrator Training
Introduction
How to customise job, record and client query statuses
How to add a firm record template
How to customise record template recommendations
How to customise record template checklists or create new
How to create firm binder templates
How to create a standard chart of accounts
How to customise account type matching rules
How to customise firmwide binder tolerances
How to edit binder behaviour preferences
External Reporting
How to set up the external reporting feature
Next Steps
Next steps and how to get help
How to customise record template recommendations
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