Difference between revisions of "How To Guides"
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The following How To Guides can assist you configuring and using BudgetLink. | The following How To Guides can assist you configuring and using BudgetLink. | ||
== Workspaces == | |||
Workspaces allow you to setup additional configurations and environments for different companies. See the following guides. | |||
* [[Workspaces]] | |||
== Budgets == | == Budgets == | ||
Revision as of 16:50, 17 December 2017
The following How To Guides can assist you configuring and using BudgetLink.
Workspaces
Workspaces allow you to setup additional configurations and environments for different companies. See the following guides.
Budgets
- How to enter / edit budgets in BudgetLink
- How to import your budgets
- How to copy Budgets from one installation to another
Cash Flow
Reports
- How to select a report using the menu
- How to customise (set filters in) reports
- How to edit the layouts of reports
- Auditing values on reports using Drilldown
- Formatting Reports
- How to enable cash based reporting
- How to create a query table to a text file
- How to install a custom report
- How make a permanent customisation to a report
- How to prepare reports for a different entity
- How to make a report print on one page
- How to save custom reports
Multiple Companies
- How to consolidate multiple companies
- How to disable the data file consolidation function
- How to choose the data files for which to get data
Cash Data
Accounts
- How to hide accounts without values from appearing on reports
- How to show all accounts on reports
- How to add subtotals
Versions
- How to enable or disable the Accruals (Categories) version
- How to enable or disable the Accruals (Weekly) version
- How to enable the Advanced Accruals version
- How to enable or disable the MYOB Budget version
- How to enable or disable the MYOB Job Budget version
- How to set the MYOB Job Budget year and month
Years
Periods
Customers
Set-up
- How to update BudgetLink to point to moved or renamed MYOB data file
- How to change the Company Name on Reports
- Changing how BudgetLink connects to your data file
- How to Share BudgetLink using Drop Box
- How to Share BudgetLink on a Server / Network
- How to consolidate multiple data files together
- How to create a new instance of BudgetLink
- How to uninstall BudgetLink