Difference between revisions of "Main Page"
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== How To Guides == | == How To Guides == | ||
=== Budgets === | |||
* [[Entering Budgets|How to enter budgets into BudgetLink]] | |||
=== Reports === | === Reports === | ||
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* [[Customising Reports|How to customise (set filters in) reports]] | * [[Customising Reports|How to customise (set filters in) reports]] | ||
* [[Editing the layout of reports|How to edit the layouts of reports]] | * [[Editing the layout of reports|How to edit the layouts of reports]] | ||
* [[Auditing values on reports using Drilldown]] | * [[Auditing values on reports using Drilldown]] | ||
* [[Formatting Reports]] | * [[Formatting Reports]] | ||
Revision as of 23:08, 21 May 2014
BudgetLink is an addon software application developed by Accounting Addons to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks.
The latest version of BudgetLink is BudgetLink v3.41.3.103.
Getting Started
- How to download BudgetLink
- How to install BudgetLink
- How to start BudgetLink
- How to upgrade BudgetLink
- How to Get Data
- How to buy the BudgetLink - Ultimate Edition
- How to license the BudgetLink - Free Edition
- How to request a License Key
- How to enter a License Key
Features
Data Sets
BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called Versions within BudgetLink.
Standard Meta Data Points
BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for.
- Companies
- Financial Years
- Periods
- Accounts
- Jobs (for MYOB users)
- Categories (for MYOB users)
- Classes (for QuickBooks users)
- Tracking Categories (for Xero users - comming soon)
Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used.
Standard Reports
BudgetLink comes with many standard reports available out of the box.
- Monthly Reports
- Profit and Loss Reports
- Balance Sheet Reports
- Forecast Reports
- Job Reports
- Charts
- Yearly Reports
- Consolidated Financial Statements
Accounting Products
BudgetLink can connect to the following accounting products.
- MYOB AccountRight Classic 19.9 or lower
- MYOB AccountRight Live 2014 or lower
- MYOB AccountEdge (MAC)
- MYOB Exo
- Acclivity AccountEdge
- QuickBooks
- Xero
Advanced Features
- Account Hierarchies
- Account Sets
- Comments
- Company Groups
- Drilldown
- Forecasting
- Job Groups
- Job Sets
- Multi-Currency Reporting
- Publish
Other Features
How To Guides
Budgets
Reports
- How to select a report using the menu
- How to customise (set filters in) reports
- How to edit the layouts of reports
- Auditing values on reports using Drilldown
- Formatting Reports
- How to enable cash based reporting
- How to create a query table to a text file
- How to install a custom report
Set-up
- How to update BudgetLink to point to moved or renamed MYOB data file
- How to change the Company Name on Reports
Troubleshooting
For information on solving problems with BudgetLink, see the Troubleshooting guide.
What's New
For information on what's new in BudgetLink, see the What's New page.