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

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# Start '''BudgetLink''';
# Start '''BudgetLink''';
# Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab;
# Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab;
# On the User Options dialogue, select '''Versions'' in the list on the left-hand side;
# On the User Options dialogue, select '''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''';

Revision as of 19:26, 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

Retrieved from "https://accountingaddons.com.au/wiki/budgetlink/index.php?title=How_to_enable_cash_based_reporting&oldid=4396"