How To Guides
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The following How To Guides can assist you configuring and using BudgetLink.
Budgets
Cash Flow Forecasting
- How to create a cash flow forecast version
- How to capture cash flow ageing
- How to report cash flow forecasts
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
Multiple Companies
Cash Data
Accounts
Versions
Years
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