Workpapers

EXTERNAL REPORTING IN A FEW CLICKS 

Workpapers

An automated feature to export the completed Active Workpapers trial balance to an external reporting software.

Why EXTERNAL REPORTING?

Often, a firm wishes to maintain a reporting file separate from the client's accounting file.

Our external reporting feature will facilitate this, so that you can import the data from the client's accounting software, such as MYOB & QuickBooks.

The next step is to process the year-end work in Active Workpapers. Export the finalised trial balance to Xero Practice Ledger to generate quick, customised financial statements.

Automates the process of exporting finalised data

Simple two step process

No manual importing of data required

external reporting in
two SIMPLE steps

STEP 1

Map the accounts from Active Workpapers to your external reporting software.

STEP 2

Review the journal to be exported.

your investment

EXTERNAL REPORTING

$20

ex gst

per user per month

External Reporting will be billed based on your number of ACTIVE Workpaper users

Note:
This product is for professional accounting firms only.

*Pricing applies to firms with 3 to 100 users.
*Implementation & training costs may apply.
*Additional set-up costs may apply.

Valid to 30 June 2026.

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