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BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks.
BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and 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 v3.41.3.101]].
== What's New ==


== Getting Started ==
The latest version of BudgetLink is [[BudgetLink v2021.9.1.307]].


* [[Downloading BudgetLink|How to download BudgetLink]]
For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page.
* [[Installing BudgetLink|How to install BudgetLink]]
* [[Starting BudgetLink|How to start BudgetLink]]
* [[Upgrading BudgetLink|How to upgrade BudgetLink]]
* [[Get Data|How to Get Data]]
* [[How to Buy the BudgetLink - Ultimate Edition]]
* [[How to Register the BudgetLink - Free Edition]]
* [[How to enter a License Key]]


== Features ==
To get the latest version, see [[Upgrading BudgetLink]].


=== Data Sets ===
To find out what version you have see [[BudgetLink Version]]


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.
== Getting Started Guide ==


* [[Actuals - Accrual]]
For information on getting started with BudgetLink, see the [[Getting Started Guide]].
* [[Actuals - Cash]]
* [[Budgets]]
* [[Forecasts]]
* [[Payables]]
* [[Receivables]]
* [[Orders]]
* [[Quotes]]
* [[Sales]]


=== Standard Meta Data Points ===
== How To Guides ==


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.
For information on using BudgetLink, see the [[How To Guides]].


* [[Companies]]
== Reports ==
* [[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.
BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page.


== Charts ==


=== Standard Reports ===
BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page.


BudgetLink comes with many standard reports available out of the box.
== Features ==


* [[Monthly Reports]]
For a complete list of features, see the [[Features]] page.
* [[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|MYOB AccountRight Classic 19.9 or lower]]
* [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]]
* [[MYOB AccountEdge]] (MAC)
* [[MYOB Exo]]
* [[Acclivity AccountEdge]]
* [[QuickBooks]]
* [[Xero]]
 
 
=== Advanced Features ===
* [[Account Hierarchies]]
* [[Account Sets]]
* [[Comments]]
* [[Company Groups]]
* [[Auditing values on reports using Drilldown|Drilldown]]
* [[Forecasting]]
* [[Job Groups]]
* [[Job Sets]]
* [[Multi-Currency Reporting]]
* [[Publish]]
 
 
 
 
=== Other Features ===
 
* [[Auto Upload]]
* [[Data Warehouses]]
* [[Security]]
 
 
 
== How To Guides ==
 
 
=== Reports ===
* [[Menu|How to select a report using the menu]]
* [[Customising Reports|How to customise (set filters in) reports]]
* [[Editing the layout of reports|How to edit the layouts of reports]]
* [[Entering Budgets|How to enter budgets into BudgetLink]]
* [[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 ==
== Troubleshooting ==


For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide.
For information on solving problems with BudgetLink, see the [[Troubleshooting]] page.
 
== What's New ==
 
For information on what's new in BudgetLink, see the [[What's New]] page.


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Latest revision as of 18:25, 21 September 2021

BudgetLink is an addon solution developed by Accounting Addons to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks.

What's New

The latest version of BudgetLink is BudgetLink v2021.9.1.307.

For information on what's new in BudgetLink , see the BudgetLink version archive page.

To get the latest version, see Upgrading BudgetLink.

To find out what version you have see BudgetLink Version

Getting Started Guide

For information on getting started with BudgetLink, see the Getting Started Guide.

How To Guides

For information on using BudgetLink, see the How To Guides.

Reports

BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the Reports page.

Charts

BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the Charts page.

Features

For a complete list of features, see the Features page.

Troubleshooting

For information on solving problems with BudgetLink, see the Troubleshooting page.


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