We are excited to announce that we have expanded our integration between Active and FYI by adding an integration with FYI's practice management, FYI Elite. While you've already been enjoying document syncing, this new integration will allow you to seamlessly sync client data from FYI Elite to Active Platform.
You can now create entities manually in a loan matrix without needing to link to a binder. This is especially useful when these entities are not clients of the firm.
Note: Our journal automation will only work if there is an accounting source connected to the binder. While we always recommend that you connect a binder to an accounting source, that may not always be possible or may not be part of your firm's process. Where a binder has not been connected to a source, such as a Tools & Calculator binder or a Fringe Benefits Tax binder, you can now find and select a connected binder to export the journal to.
We have now added additional filter options to the search function within a binder to assist you with quickly finding a different binder in the client group.
We have now disabled any editing to hyperlinks that have been added as attachments. It has been reported that when a user edits a rolled over hyperlink, the hyperlink in the previous period has also been inadvertently updated. This is a temporary measure until we find a long-term solution.
The annual review of the Fringe Benefits workpapers has been completed, and the 2025 version has been released.
The following workpapers have been updated:
The annual review of the Salary Sacrifice workpapers has been completed, and the 2026 version has been released.
TR_1 Tax Rates (version 5.25.0) - the Tax Rates sheet has been updated to reflect the 2026 rates, if available.
We've updated the Ledger & Reporting Landing Screen UI to make it easier and more efficient to navigate and search for clients and files. When clicking on Ledger through the left hand menu, you will now see an improved layout and enhanced search functionality, users can quickly locate the information they need, streamlining workflow and providing greater context of the client and group they're working in.