Difference between revisions of "How to change the numbers of financial years available in BudgetLink"

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To change the number of financial years you can report on, follow these steps.
To change the number of financial years you can report on, follow these steps.


'''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition'''.
'''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to upgrade to BudgetLink Ultimate Edition to report on more years.'''.


== How to change the numbers of financial years available in BudgetLink ==
== How to change the numbers of financial years available in BudgetLink ==

Revision as of 20:34, 10 August 2014

Overview

BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software.

To change the number of financial years you can report on, follow these steps.

Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to upgrade to BudgetLink Ultimate Edition to report on more years..

How to change the numbers of financial years available in BudgetLink

Year options in the Options dialogue
  1. From the BudgetLink main menu, click on 30. Settings;
  2. Click on Options and Administration;
  3. Click on the Set User Options button;
  4. From the options dialogue, select the Years item in the left-hand list;
  5. Change the Number of Prior Years to get data to the desired value;
  6. Change the Number of Future Years to get data to the desired value;
  7. Click on the Save button;
  8. Click on the Close button;
  9. Run a Get Data.


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