Difference between revisions of "How To Guides"
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* [[How to setup the default backup folder]] | * [[How to setup the default backup folder]] | ||
* [[How to restore the BudgetLink database from a backup]] | * [[How to restore the BudgetLink database from a backup]] | ||
* [[How to | * [[How to change the number of backups taken]] | ||
== Menu == | == Menu == | ||
Latest revision as of 19:57, 18 November 2020
The following How To Guides can assist you configuring and using BudgetLink.
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
- Report Actual Vs Budget by Job by Month
- 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
- How to enable Actual Last Year version
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
Transfers
Upgrades
Backup
- How to setup the default backup folder
- How to restore the BudgetLink database from a backup
- How to change the number of backups taken