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Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. | 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 Report Pack|Monthly Reports]] | |||
* [[Profit and Loss Report Pack|Profit and Loss Reports]] | |||
* [[Job Report Pack|Job Reports] | |||
* [[Consolidated Financial Statements]] | |||
Revision as of 19:02, 27 August 2013
Overview of BudgetLink
BudgetLink is a software application developed by Accounting Addons to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks.
Getting Started
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)
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
- [[Job Report Pack|Job Reports]
- Consolidated Financial Statements
Accounting Products
BudgetLink can connect to the following accounting products.
- MYOB AccountRight Classic 19.9 or lower
- MYOB AccountRight Live 2013 or higher
- 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
Reports
- How to select a report using the menu
- How to customise reports
- How to edit the layouts of reports
- Auditing values on reports using Drilldown
Troubleshooting
For information on solving problems with BudgetLink, see the Troubleshooting guide.
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