Difference between revisions of "How to change the numbers of financial years available in ODBClink"

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== Overview ==
== Overview ==
OBClink Pro Edition can report up to 10 financial years into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software.
OBClink (Standard & Pro Editions) have a the ability to can download data up to 10 financial years into the past and future.
The option is configurable because the trade off of extracting more data is the increase in time the get data takes and so best practise is to only choose the years which contain data you actually need. The default is 1 year history and 1 year into the future based on the the current date. The date rolls forward on 3 months past the end of the financial year. ie if the date is 13Aug20 the financial year will be considered 2020. When the date roles to 1Oct20 then the current financial year will be considered 2021


'''Note that ODBClink Free Edition is fixed at 3 financial years. You will need to Upgrade to ODBClink Pro Edition to be able to configure this setting.'''
Note: ODBClink Free Edition is fixed at 3 financial years.


== How to change the numbers of financial years available in ODBClink ==
== How to change the numbers of financial years available in ODBClink ==
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To change the number of financial years you can report on, follow these steps.
To change the number of financial years to download data, follow these steps.


# From the ODBClink main menu, click on '''30. Settings''';
# From the ODBClink main menu, click on '''30. Settings''';
# Click on '''Options and Administration''';
# Click on '''Options''';
# Click on the '''Set User Options''' button;
# Click on the '''Set User Options''' button;
# From the options dialogue, select the '''Years''' item in the left-hand list;
# From the options dialogue, select the '''Years''' item in the left-hand list;

Latest revision as of 02:33, 13 November 2020

Overview

OBClink (Standard & Pro Editions) have a the ability to can download data up to 10 financial years into the past and future. The option is configurable because the trade off of extracting more data is the increase in time the get data takes and so best practise is to only choose the years which contain data you actually need. The default is 1 year history and 1 year into the future based on the the current date. The date rolls forward on 3 months past the end of the financial year. ie if the date is 13Aug20 the financial year will be considered 2020. When the date roles to 1Oct20 then the current financial year will be considered 2021

Note: ODBClink Free Edition is fixed at 3 financial years.

How to change the numbers of financial years available in ODBClink

Year options in the Options dialogue


To change the number of financial years to download data, follow these steps.

  1. From the ODBClink main menu, click on 30. Settings;
  2. Click on Options;
  3. Click on the Set User Options button;
  4. From the options dialogue, select the Years item in the left-hand list;
  5. Change the Number of Prior Years to get data to the desired value;
  6. Change the Number of Future Years to get data to the desired value;
  7. Click on the Save button;
  8. Click on the Close button;
  9. Run a Get Data.


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