Difference between revisions of "How to enable cash based reporting"

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== Overview ==
== Overview ==
BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version.


== Procedure ==
BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]].
# From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu.
# Click Options. The Option sheet will display with 3 buttons
# Click Set User Options. The User options form will display with a Menu down the left side
# Click Versions. The Versions Options dialog will display
# Untick 'Disable Cash Version' or 'Disable Cash DR CR Version'. [[What is the difference between Cash and Cash DR CR]]
# Click Save. The Note dialog will appear advising the Options have been saved
# Click OK.
# Click Close.


Before the Cash Data will appear the solution must perform a Full Get Data
To improve performance, the Cash Version is disabled by default.
 
== How to enable cash based reporting==
 
To enable cash based reporting, follow these steps.
 
# From the BudgetLink Menu click on '''30. Settrngs'' and then '''Options and Administration''';
# Click the '''Set User Options''' button;
# On the User Options dialogue, click on '''Versions'' in the list on the left-hand side;
# Untick '''Disable Cash Version''' or '''Disable Cash DR CR Version'''.
# Click '''Save''';
# Click '''OK''' to close the confirmation message;
# Click '''Close''';
 
Before the Cash Data will appear the solution must perform a '''Full Get Data'''.


== Notes ==
== Notes ==
The cash version is available with MYOB AccountRight v19.9 or below.
 
The cash version is available with [[MYOB AccountRight v19.10]] or lower.
 
== Related Topics ==
 
* [[How To Guides]]
 
[[Category:How To Guides]]

Revision as of 18:06, 22 April 2015

Overview

BudgetLink is able to report on both an Accrual and Cash Accounting Method. It provides two cash versions Cash and Cash Cr Dr. For more information on the Cash Cr Dr version, see What is the difference between Cash and Cash DR CR.

To improve performance, the Cash Version is disabled by default.

How to enable cash based reporting

To enable cash based reporting, follow these steps.

  1. From the BudgetLink Menu click on 30. Settrngs and then Options and Administration';
  2. Click the Set User Options button;
  3. On the User Options dialogue, click on 'Versions in the list on the left-hand side;
  4. Untick Disable Cash Version or Disable Cash DR CR Version.
  5. Click Save;
  6. Click OK to close the confirmation message;
  7. Click Close;

Before the Cash Data will appear the solution must perform a Full Get Data.

Notes

The cash version is available with MYOB AccountRight v19.10 or lower.

Related Topics

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