How to prepare reports for a different entity

Overview

If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up.

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.

To setup separate BudgetLink instances follow the steps below

Procedure

1. Copy the existing BudgetLink folder and paste into another folder to create another instance of the solution;
2. Start the second instance by locating the BudgetLink.exe file in the 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 get deleted

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.