Overview: This guide will assist in installing the Active Ledger & Reporting Excel add-in. The Excel add-in provides the functionality required to import data from Excel into Active Ledger, as well as functions to optimise the format of Excel reports.
Please refer to the Glossary for definitions of key terms used in this article.
Prerequisites for the Active Ledger & Reporting Add-in
Before installing the Active Ledger & Reporting add-in, please ensure:
You have a supported Microsoft 365 subscription (Business Standard, Business Premium, or an Enterprise plan). See below:
Refer to our System Requirements page for a full list of prerequisites for using the Active platform.
Ensure you are signed into Excel with only one email account— this must be your work email and the same email as your Active platform login.
Avoid being logged into Excel with both personal and work accounts and/or multiple emails at the same time, as this can cause conflicts.
If you have recently purchased or changed your Microsoft subscription please sign out of Excel and sign back in, or click File > Account > Update License in Excel.
Installing the Active Ledger add-in from Microsoft AppSource
Navigate to Microsoft AppSource using the following link: Active Ledger & Reporting - Microsoft AppSource
Note: System administrators can use the above link to deploy the add-in across an entire enterprise, groups or teams in Microsoft Office 365.
You should see the following screen. Click Get it Now to download the add-in and sign in using your Microsoft credentials if you are not already signed in.
Follow the onscreen steps to finalising the addition process and open Excel. You will notice the 'Active Ledger' add-in sitting within the Home tab of Excel.
If you see the above screen, the Active Ledger add-in process has been finalised.
Installing the Active Ledger add-in from within Excel
Users can also install the add-in directly from within Excel. Navigate to the File tab and click Get Add-ins.
Then search for Active Ledger and click Add.
Follow the steps to finalising the addition process and open Excel. You will notice the 'Active Ledger' add-in sitting within the Home tab.
If you see the above section in your Excel under the home ribbon, the Active Ledger add-in process has been finalised.
Deploying the Active Ledger & Reporting add-in firm wide from the Microsoft 365 admin center
For Microsoft Administrators who want to deploy the add-in firm wide for all users from the Microsoft 365 admin center, follow the instructions below:
Deploy add-ins in the Microsoft 365 admin center