Active Platform

Getting Started

• Quick start video (Active Platform)
• Setting up your account

Implementation & Training for Small Firms

• Implementation and training guide (Active Workpapers)
• [AU] Implementation and training guide (Active Ledger & Reporting)
• [AU] Implementation and training guide (Active Workpapers and Ledger & Reporting)

User Guides

• How to set up and manage clients and client groups

Administrator Guides

• How to set up offices
• How to set up users
• How to manage licenses
• How to manage firm settings

Integrations

• How to set up and use the Active - Xero Practice Manager (XPM) integration
• How to set up and use the Active - FYI integration
• How to set up and use Active - HowNow X integration
• How to set up and use the Active - MYOB Practice Management integration
• How to Troubleshoot Active Sync Errors

System Information

• System requirements
• Understanding our maintenance and release schedule
• Does Active by Business Fitness offer dedicated environments (single-tenant)?

Templates

• [AU] Document list (Active Templates)

Troubleshooting Guides

• How to troubleshoot 'Account Name Must Not Be Empty' error when importing from MYOB
• How to troubleshoot 'We're having a bit of trouble connecting you to Workpapers' or 'You are not authorised'

Privacy & Legal

• Privacy & legal policies
• Service Level Agreement