Clearing Budgets - Revision history

Nic at 02:23, 22 August 2013

2013-08-22T02:23:15Z

← Older revision		Revision as of 21:23, 21 August 2013
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	# On the version Control dialogue, click the '''Modify Data''' button;		# On the version Control dialogue, click the '''Modify Data''' button;
	# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data;		# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data;
	# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the ~~source data and destination budget~~ version;		# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version;
	# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the ~~destination~~ budget version will be ~~modified.~~		# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the source budget version will be cleared;
	# Once all your selections have been made, click the '''Modify Budget Data''';		# Once all your selections have been made, click the '''Modify Budget Data''';
	# Click '''OK''' when the operation is complete;		# Click '''OK''' when the operation is complete;

Nic at 02:09, 22 August 2013

2013-08-22T02:09:26Z

← Older revision		Revision as of 21:09, 21 August 2013
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	If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets.		If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets.

	== How to clear ~~budget data~~ ==		== How to clear budgets ==

	[[File:ClearBudgetData.png\|300px\|thumb\|right\|Clearing budget data]]		[[File:ClearBudgetData.png\|300px\|thumb\|right\|Clearing budget data]]

Nic: Created page with "== Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budget data == [[File:ClearBudgetData.png|3..."

2013-08-22T02:05:40Z

Created page with "== Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budget data == [[File:ClearBudgetData.png|3..."

New page

== Overview ==

If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets.

== How to clear budget data ==

[[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]]

To clear budget data from one version, follow these instructions.

# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Version Control''' in the menu;
# From the Version Control page, click the Version '''Control''' button;
# Click '''Yes''' to backup the database;
# Click '''OK''' when the backup is complete.
# On the version Control dialogue, click the '''Modify Data''' button;
# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data;
# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version;
# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified.
# Once all your selections have been made, click the '''Modify Budget Data''';
# Click '''OK''' when the operation is complete;
# Click '''Close''' on the Modify Budget Data dialogue;
# Click '''Close''' on the Version Control dialogue;

=== Notes ===

* If you have a large amount of data over several jobs, this process can take some time.

== Related Topics ==

* [[Modifying Budget Data]]
* [[Copying Budgets]]
* [[Moving Budgets]]