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. 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]].
BudgetLink is able to report on both an [[Accrual]] and [[Cash]] accounting methods. 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.
As the cash version is more data intensive and most people use the accrual method its been disabled by default
 
If you wish to use this version it has to be anabled first


== How to enable cash based reporting==
== How to enable cash based reporting==
[[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]]


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


# From the BudgetLink Menu click on '''30. Settrngs'' and then '''Options and Administration''';
# Start '''BudgetLink''';
# Click the '''Set User Options''' button;
# Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab;
# On the User Options dialogue, click on '''Versions'' in the list on the left-hand side;
# On the User Options dialogue, select '''Versions''' in the list on the left-hand side;
# Untick '''Disable Cash Version''' or '''Disable 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'''.
<br clear=all>


== 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 ==

Latest revision as of 23:43, 5 November 2019

Overview

BudgetLink is able to report on both an Accrual and Cash accounting methods. 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.

As the cash version is more data intensive and most people use the accrual method its been disabled by default

If you wish to use this version it has to be anabled first

How to enable cash based reporting

Options Dialogue - Cash Version

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

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