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