[NZ] June Product Update

This month's release brings full transaction-level Xero sync — verify any figure without switching apps — alongside Document Reference Links for pinning supporting evidence directly to account balances, a new Transactions Comparison tool, and a Trial Balance debit/credit view toggle.

Active Ledger & Reporting's Notes and Disclosures Engine has been rebuilt for more reliable statutory disclosure generation, with a wider set of report authoring and asset reporting improvements.

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NEW FEATURES

FASTER WORKPAPER REVIEW & NAVIGATION

Mark any number on a PDF: find it once, jump straight back every time

Stop searching through pages of supporting documents to relocate a figure you've already found. Create references to any number, transaction, note or total, and return to it instantly.

Automatic balance matching

When you attach a document as a record, Active automatically looks for a balance that matches the account balance. If a match is found, a reference is created automatically, and the account is reconciled immediately.

Create your own references, any time

Create references anywhere in a document. Select + Add Reference, draw a box around the figure or section you want to mark, and save it with a label. Create as many references as needed on a single document, each with one-click navigation back to the exact location.

This is particularly useful for highlighting key figures for reviewers or marking items that aren't detected automatically.

TRANSACTION COMPARISON TOOL

The new Transaction Comparison Tool compares two sources of transactions side-by-side - like two linked ledger accounts, or a ledger against an external file - and then either identifies matches or surfaces any discrepancies. This means that your time can be spent resolving issues, not finding them.

Get more information about the Transaction Comparison Tool HERE.

FULL TRANSACTION VISIBILITY FROM XERO

View transaction-level Xero data directly within the binder, including Sales, Purchases, Bank Transactions, GST and Payroll. What's included:

• Browse Xero transaction data without leaving Active Workpapers.
• Navigate directly to source transactions using View in Xero.
• Refresh data on demand using Reimport Data.

TRIAL BALANCE - DEBIT/CREDIT VIEW

Switch between the existing single-column Trial Balance view and a new debit/credit column view.

NOTES & DISCLOSURE ENGINE UPGRADE

The Notes and Disclosures Engine has been redesigned to deliver more reliable statutory report disclosures and a more flexible way to manage notes directly within report templates. What's included:

• Fully customisable Quick Notes: Edit content and sort order directly from the Notes page.
• Add Custom Notes from any Report Template: Create one-off notes without file-level setup.
• Drag-and-drop reordering and group headers: Organise notes your way, with options to reset to organisational or admin defaults.
• Search across your full firm library: Find and add notes from beyond the current reporting suite.
• Multiple note references per account row: Support more than one disclosure against a single account where required.

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