How to prepare reports for a different entity

Overview

If you are a consultant or accountant with many clients / reporting entities and wish to use BudgetLink for each of them, then read this article for instructions.

BudgetLink is series of Excel workbooks with macros in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements.

To setup separate BudgetLink instances follow the steps below

Procedure

1. To create a new instance copy an existing BudgetLink folder and paste into another location and rename it;
2. Start the second instance by clicking the BudgetLink.exe file in the new BudgetLink folder;
3. Upon opening go to Menu > 30.Settings > Data Files;
4. Delete all the existing data file connections;
5. If you have setup any account hierarchies or account sets these will need to be deleted also

After following these steps you will have basically a blank BudgetLink data file ready to be setup.

• Then add new data files you wish to consolidate.

• Then run Get Data process.