Get Access to Financial Reporting and Close & Consolidation 365 Connector

Prerequisites

For Financial Reporting and Close & Consolidation Web

Financial Reporting and Close & Consolidation Web is a public cloud platform that can be accessed over the internet with any browser by accessing the public URL: https://active.justperform.com

For Financial Reporting and Close & Consolidation Excel Add-in

• Desktop Excel versions: 2016 and above / Microsoft 365 Excel.

• Online Excel.

• Operating System: Windows and iOS.

• Devices: Tablets, desktops, laptops.

Enable the Financial Reporting and Close & Consolidation Excel Add-in

Financial Reporting and Close & Consolidation Excel Add-in does not require any client installation on the user machine. The Excel Add-in has the flexibility to be used with desktop Excel or online Excel. It can be installed on any user machine by enabling it from the Microsoft Store, as long as the user has a licensed Microsoft account to open Excel. Follow the steps below:

1. In Excel, click Home > Add-ins > Get Add-ins.

   

2. In the Office Add-ins dialog box, select the STORE tab and search for Financial Reporting and Close & Consolidation using the search box. Then, click Add.

   

3. In the Financial Reporting and Close & Consolidation dialog box, click Continue.

   

4. Financial Reporting and Close & Consolidation Excel Add-in gets installed.

Note: Follow the same steps to enable the add-in on online Excel.

Log into Financial Reporting and Close & Consolidation Excel

Once the add-in is enabled, Financial Reporting and Close & Consolidation 365 Office Connector is accessible from the Home menu of Microsoft Excel.

Note: Use the same credentials for logging into Financial Reporting and Close & Consolidation Excel Add-in as used in Financial Reporting and Close & Consolidation Web.

To log in to Financial Reporting and Close & Consolidation Excel:

1. Click on the Financial Reporting and Close & Consolidation Add-in to open the login pane.

2. Enter the email address and password to successfully log in to the home pane.

Note: If SSO-enabled, after entering the email address and continuing, the user will be automatically navigated to the home pane.

Set Up Connections

By default, users can select to choose from Active (Live/Production) or Pilot system instances while logging into the system. If required, other instances can be added by clicking on the down arrow beside the connection name, then clicking on Create New, providing the instance URL and connection name, and saving.