Overview: This quick start video provides you with essential steps to get started with using Active Ledger & Reporting, including;
Adding client groups and clients
Creating a ledger file
Creating datasets
Mapping accounts
Creating and managing assets
Preparing journals and adjustments
Creating reports
Preparing client adjusting journals
Please refer to the Glossary for definitions of key terms used in this article.
Watch the video
Additional resources
Ready to take the next step and learn more? Refer to the following for guidance.