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Active Ledger & Reporting User Training
Getting Started
How to use the Active Platform
How to install the Active Ledger & Reporting add-in
Ledger Setup
How to set up an Active Ledger & Reporting file for your client
Datasets
How to create datasets & import data
How to distinguish the difference between a datasets and a source
How to prepare journals and import runs
How to use the Reports tab
Accounts
How to map/allocate accounts
How to merge accounts
How to group & rename accounts and use other functions
How to reconcile opening balances
Assets
How to set up an asset register
How to import existing assets
How to add assets
How to post automated depreciation journals
How to dispose of assets
How to use the pooling function
How to generate asset reports
How to manage depreciation years
Reporting
How to create a report
How to customise a report
How to extract a report
Next Steps
Next steps & how to get help
Advanced Training
How to use the divisions & trading accounts functions
How to perform distributions to beneficiaries/partners/owners
How to prepare monthly reports
How to prepare a primary production job in Active Ledger & Reporting
How to set up a cashbook job in Active Ledger & Reporting
How to prepare a consolidation job in Active Ledger & Reporting
How to set up a GPFR/Tier 2 report
How to prepare a Cashflow Statement
How to prepare a Statement of Changes in Equity
How to prepare a primary production job in Active Ledger & Reporting
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