How to enable customers for customer-based reports

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Overview

BudgetLink does allow you to produce profit and loss reports for customers. This uses the ability to link jobs to customers using the Linked Customer field.

Before customer-based reports can work, customers must be enabled.

How to enable customers for customer-based reports

Customer Options

To enable customers for customer-based reports , follow these steps.

  1. From the Main Menu, click on 30. Settings and then Options;
  2. Click on the Set User Options button;
  3. Select Customers from the list on the left-hand side in the User Options dialogue;
  4. Untick Disable Customers;
  5. Click Save;
  6. Click Close;
  7. Run a Full Get Data.


Notes

  • Only specific reports have been enhanced to work with customers.

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