Learning & Support
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Active Ledger & Reporting
Training
Getting Started
Administrator Guides
- Registering Your Firm
- Managing Firm Details and Users
- Managing the Standard Chart of Accounts
- Managing Firm Default Matching Rules
- Reporting
User Guides
- User Registering and Editing a User Profile
- Adding and Editing Client Groups and Entities
- Active Ledger Files - a Brief Overview
- New Datasets and the Information Tab
- Datasets - Manage Sources
Advanced Training
- Accounts - Auto-Allocate Matching Rules
- Content Fields
- Reporting - Fields
- Reporting - Accounting Policies and Disclosures
- Statement of Changes in Equity