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

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To enable cash based reporting, follow these steps.
To enable cash based reporting, follow these steps.


# From the BudgetLink Menu click on '''30. Settings'' and
# Start '''BudgetLink''';
# Click on '''Options''';
# Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab;
# Click the '''Set User Options''' button;
# On the User Options dialogue, select '''Versions'' in the list on the left-hand side;
# On the User Options dialogue, click on '''Versions'' in the list on the left-hand side;
# Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''.  
# Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''.  
# Click '''Save''';
# Click '''Save''';
# Click '''OK''' to close the confirmation message;
# Click '''OK''' to close the confirmation message;
# Click '''Close''';
# Click '''Close''';
 
# Run a '''Get Data'''
Before the Cash Data will appear the solution must perform a '''Full Get Data'''.


== Notes ==
== Notes ==


The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]].
The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]].


== Related Topics ==
== Related Topics ==

Revision as of 19:25, 12 May 2019

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. Start BudgetLink;
  2. Using the Excel Ribbon, choose the BudgetLink Settings tab;
  3. On the User Options dialogue, select 'Versions in the list on the left-hand side;
  4. Tick Enable Cash Version or Enable Cash DR CR Version.
  5. Click Save;
  6. Click OK to close the confirmation message;
  7. Click Close;
  8. Run a Get Data

Notes

The cash version is available with MYOB AccountRight 19 or lower or MYOB AccountRight Live.

Related Topics