The ActivityHD ribbon provides tools in Excel for creating, calculating, and producing financial statements. To activate the ribbon, the ribbon add-in must be registered (see below). Once registered, the ribbon is visible among the other Excel ribbons.
Registering the Excel add-in to enable the ActivityHD ribbon
The ActivityHD ribbon is added to the Excel menu by means of the Activity.xlam add-in tool. The add-in must be registered for each user. The add-in is automatically registered for the installation user. The add-in is automatically registered for other users the first time they edit a financial design from within ActivReporter. If the add-in is not registered and you need to edit a financial design Excel workbook outside of ActivReporter or you need to run an import macro, do the following:
- Ensure all instances of Excel are closed.
In the Windows task bar, click , then navigate to AccountingWare ActivityHD > ActivityHD Excel Add-in. The tool determines the status of the add-in. If it is not registered, you are prompted to do so.
- If the status is "Not Added" or "Removed", the add-in is not registered. Click Add. The status changes to "Added".
- Close the message box.
If you need to unregister the add-in, the process is the same except that the starting status will be "Added", you should click the Remove button, and the ending status will be "Removed".
Click on a menu group below to reveal the commands available in the group.
When this command is labeled "Connect", Excel is not connected to a data source. Select Connect to connect to a server and company database.
When this command is labeled "Disconnect", Excel is connected to a data source. Select Disconnect to end the current connection.
- Change Connection
- Select this command to disconnect from the current data source, and to connect to a different data source.
- Connection Status
Select this command to view the current connection status. A popup opens to inform you.