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 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]].
# 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
As the cash version is more data intensive and most people use the accrual method its been disabled by default
# 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
If you wish to use this version it has to be anabled first
# Untick 'Disable Cash Version' or 'Disable Cash DR CR Version'
 
## [[What is the difference between Cash and Cash DR CR]]
== How to enable cash based reporting==
# Click Save. The Note dialog will appear advising the Options have been saved
 
# Click OK.
[[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]]
# Click Close.
 
To enable cash based reporting, follow these steps.
 
# Start '''BudgetLink''';
# Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab;
# 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'''.
# Click '''Save''';
# Click '''OK''' to close the confirmation message;
# Click '''Close''';
# Run a '''Get Data'''
 
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== Notes ==
== Notes ==
The cash version is available with MYOB AccountRight v19.9 or below.
 
The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]].
 
== Related Topics ==
 
* [[How To Guides]]
 
[[Category:How To Guides]]

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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