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Active WP - Tolerance Setup / Levels
Active WP - Tolerance Setup / Levels

Often times users may enquire about setting up materiality threshold or tolerances in Active for various workpapers/records. Tolerance...

Updated over a month ago

Often times users may enquire about setting up materiality threshold or tolerances in Active for various workpapers/records.
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Tolerance settings can be configured at different levels:
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  1. Firm Level and/or Account Type Level
    Navigate to:
    ​Admin Centre > Workpapers Admin > Binder Settings > Tolerances
    ​

  2. Binder Level
    Navigate to:
    ​Binder Settings > Binder Details Screen
    ​

  3. Record Level
    To manage reconciliation fields:

    • Click the reconciliation icon next to the three dots

    • Select Manage Reconciliation Fields

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