Difference between revisions of "How to prepare reports for a different entity"
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==Overview== | ==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== | ==Procedure== | ||
# | #To create a new instance copy an existing BudgetLink folder and paste into another location and rename it; | ||
#Start the second instance by | #Start the second instance by clicking the BudgetLink.exe file in the new BudgetLink folder; | ||
#Upon opening go to Menu > 30.Settings > Data Files; | #Upon opening go to Menu > 30.Settings > Data Files; | ||
#[[How to delete existing data file | Delete ]] all the existing data file connections; | #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; | ||
# 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 '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. | *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== | ||
Latest revision as of 00:22, 10 June 2016
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
- To create a new instance copy an existing BudgetLink folder and paste into another location and rename it;
- Start the second instance by clicking the BudgetLink.exe file in the new BudgetLink folder;
- Upon opening go to Menu > 30.Settings > Data Files;
- Delete all the existing data file connections;
- 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.