Difference between revisions of "How to prepare reports for a different entity"
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This will delete all information set-up for you previous client including any budget data. | This will delete all information set-up for you previous client including any budget data. | ||
*Then [[ | *Then [[Connect BudgetLink to a data file| add new data files]] you wish to consolidate. | ||
*Then [[Run Get data]] process. | *Then [[Run Get data]] process. | ||
==Related Topics== | ==Related Topics== | ||
Revision as of 21:35, 9 June 2016
Overview
If you are a consultant and want to prepare reports for a different entity.
Please follow the below procedure.
Procedure
- Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution;
- Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder;
- Upon opening go to Menu > 30.Settings > Data Files;
- Delete all the existing data file connections;
This will delete all information set-up for you previous client including any budget data.
- Then add new data files you wish to consolidate.
- Then Run Get data process.