How to enable or disable the Accruals (Categories) version

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Revision as of 19:13, 10 November 2014 by Nic (talk | contribs)
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Overview

The Accruals (Categories) version allows you to produce reports on an accruals basis, and by categories.

Note that this version is only available in BudgetLink Ultimate Edition. You will need to Upgrade to BudgetLink Ultimate Edition to be able to configure this setting.

How to enable the Accruals (Categories) version

Version Options

To enable the Accruals (Categories) version, follow these steps.

  1. From the Main Menu, click on 30. Settings and then Options and Administration;
  2. Click on the Set User Options button;
  3. Select Versions from the list on the left-hand side in the User Options dialogue;
  4. Untick Disable Accruals Version (Categories);
  5. Select Categories from the list on the left-hand side in the User Options dialogue;
  6. Untick Disable Categories;
  7. Click Save;
  8. Click Close;
  9. Run a Get Data.


How to use the Accruals (Categories) version

Once the Accruals (Categories) version is enabled, follow these steps to use the version on your report.

  1. From the Main Menu, click on the report required
  2. Click on the Custmomise button;
  3. Select the Filters tab;
  4. Select Actual Version or Versions from the list on the left-hand side;
  5. Select the Accruals (Categories) version;
  6. Click OK to refresh the report;


Related Topics

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