How to install BudgetLink on Sharepoint - Revision history

Ash at 05:32, 18 October 2024

2024-10-18T05:32:41Z

← Older revision		Revision as of 00:32, 18 October 2024
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	# '''Restart BudgetLink'''.		# '''Restart BudgetLink'''.

	<gallery mode="slideshow" caption="BudgetLink ~~installation~~" widths=100 heights=100 style="float:left">		<gallery mode="slideshow" caption="Install BudgetLink " widths=100 heights=100 style="float:left">
	File:install_budegtlink.png\|150px\|		File:install_budegtlink.png\|150px\|
	File:new_installation.png\|150px\|		File:new_installation.png\|150px\|

Ash at 05:31, 18 October 2024

2024-10-18T05:31:55Z

← Older revision		Revision as of 00:31, 18 October 2024
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	~~= Overview =~~
	BudgetLink requires files to always be available on the system to run.		BudgetLink requires files to always be available on the system to run.

Ash: removed: show thumbnails from gallery parameters

2024-10-18T05:13:17Z

removed: show thumbnails from gallery parameters

← Older revision		Revision as of 00:13, 18 October 2024
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	# '''Restart BudgetLink'''.		# '''Restart BudgetLink'''.

	<gallery mode="slideshow" ~~showthumbnails~~ caption="BudgetLink installation" widths=100 heights=100 style="float:left">		<gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left">
	File:install_budegtlink.png\|150px\|		File:install_budegtlink.png\|150px\|
	File:new_installation.png\|150px\|		File:new_installation.png\|150px\|
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	<gallery mode="slideshow" ~~showthumbnails~~ caption="Set-up BudgetLink"widths=100 heights=100 style="float:right">		<gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right">
	File:add_trusted_location.png\|150px\|Add Trusted Location		File:add_trusted_location.png\|150px\|Add Trusted Location
	File:first_run.png\|150px\|First Run on SharePoint		File:first_run.png\|150px\|First Run on SharePoint

Ash: spelling check

2024-10-18T05:12:43Z

spelling check

← Older revision		Revision as of 00:12, 18 October 2024
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	= Overview =		= Overview =
	~~BudegtLink~~ requires files to always be available on the system to run.		BudgetLink requires files to always be available on the system to run.

	For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused.		For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused.
Line 27:		Line 27:
	#; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed.		#; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed.
	# Click on '''Yes''' to automatically add trusted location.		# Click on '''Yes''' to automatically add trusted location.
	# On the first run, ~~BudegtLink~~ will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel \| this support note]] for steps.		# On the first run, BudgetLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel \| this support note]] for steps.
	#; BudgetLink can't run while OneDrive is syncing files and folders.		#; BudgetLink can't run while OneDrive is syncing files and folders.
	# Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed.		# Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed.

Ash at 05:11, 18 October 2024

2024-10-18T05:11:22Z

← Older revision		Revision as of 00:11, 18 October 2024
Line 34:		Line 34:
	# '''Restart BudgetLink'''.		# '''Restart BudgetLink'''.

	<gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left">		<gallery mode="slideshow" showthumbnails caption="BudgetLink installation" widths=100 heights=100 style="float:left">
	File:install_budegtlink.png\|150px\|		File:install_budegtlink.png\|150px\|
	File:new_installation.png\|150px\|		File:new_installation.png\|150px\|
Line 43:		Line 43:


	<gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right">		<gallery mode="slideshow" showthumbnails caption="Set-up BudgetLink"widths=100 heights=100 style="float:right">
	File:add_trusted_location.png\|150px\|Add Trusted Location		File:add_trusted_location.png\|150px\|Add Trusted Location
	File:first_run.png\|150px\|First Run on SharePoint		File:first_run.png\|150px\|First Run on SharePoint

Ash: added/uploaded images

2024-10-18T05:05:33Z

added/uploaded images

← Older revision		Revision as of 00:05, 18 October 2024
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	# Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here]		# Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here]
	# Unzip to Local C:\ Drive.		# Unzip to Local C:\ Drive.
	# A '''BudgetLink Installation Wizard''' will open. Accept the Terms and Conditions and click '''Next'''.		#; A '''BudgetLink Installation Wizard''' will open.
			# Accept the Terms and Conditions and click '''Next'''.
	# Select "Install on a Shared Network Drive" radio button and click '''Next'''.		# Select "Install on a Shared Network Drive" radio button and click '''Next'''.
	# Browse to the SharePoint folder mapped on your system.		# Browse to the SharePoint folder mapped on your system.
	# Click on '''Install'''.		# Click on '''Install'''.
	# After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''.		#; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed.
			# Click on '''Yes''' to automatically add trusted location.
	# On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel \| this support note]] for steps.		# On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel \| this support note]] for steps.
	#; BudgetLink can't run while OneDrive is syncing files and folders.		#; BudgetLink can't run while OneDrive is syncing files and folders.
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	File:browse_to_installation_location.png\|150px\|Sharepoint Folder		File:browse_to_installation_location.png\|150px\|Sharepoint Folder
	File:browse_to_mapped_drive.png\|150px\|Mapped Drive		File:browse_to_mapped_drive.png\|150px\|Mapped Drive
	~~File:add_trusted_location.png\|150px\|Add Trusted Location~~
	</gallery>		</gallery>


	<gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right">		<gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right">
			File:add_trusted_location.png\|150px\|Add Trusted Location
	File:first_run.png\|150px\|First Run on SharePoint		File:first_run.png\|150px\|First Run on SharePoint
	File:pause_onedrive_sync.png\|150px\|Pause OneDrive Sync		File:pause_onedrive_sync.png\|150px\|Pause OneDrive Sync

Ash at 04:59, 18 October 2024

2024-10-18T04:59:35Z

@@ Line 1: / Line 1: @@
 [[File:sharepoint_sync.png|300px|thumb|right]]
 [[File:unzip_budegtlink.png|200px|thumb|right]]
@@ Line 23: / Line 14: @@
 = Steps =
 # Login to SharePoint and click on '''Sync''' button.
-# The SharePoint folder will be visible in your File Explorer.
+# The SharePoint folder will be visible in your File Explorer, under Quick Access section.
 # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here]
 # Unzip to Local C:\ Drive.
@@ Line 32: / Line 26: @@
 # After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''.
 # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps.
-# BudgetLink can't run while OneDrive is syncing files and folders.
+#; BudgetLink can't run while OneDrive is syncing files and folders.
 # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed.
 # Click on the gear icon in the top right corner.
 # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing.
-# Restart BudgetLink.
+# '''Restart BudgetLink'''.

Ash: added/uploaded images

2024-10-17T07:53:36Z

added/uploaded images

← Older revision		Revision as of 02:53, 17 October 2024
Line 1:		Line 1:
	[[File:sharepoint_sync.png\|300px\|thumb\|right]]		[[File:sharepoint_sync.png\|300px\|thumb\|right]]
	[[File:unzip_budegtlink.png\|~~300px~~\|thumb\|right]]		[[File:unzip_budegtlink.png\|200px\|thumb\|right]]
	[[File:install_budegtlink.png\|300px\|thumb\|right]]		[[File:install_budegtlink.png\|300px\|thumb\|right]]
	[[File:new_installation.png\|300px\|thumb\|right]]		[[File:new_installation.png\|300px\|thumb\|right]]
Line 6:		Line 6:
	[[File:browse_to_installation_location.png\|300px\|thumb\|right\|Sharepoint Folder]]		[[File:browse_to_installation_location.png\|300px\|thumb\|right\|Sharepoint Folder]]
	[[File:browse_to_mapped_drive.png\|300px\|thumb\|right\|Mapped Drive]]		[[File:browse_to_mapped_drive.png\|300px\|thumb\|right\|Mapped Drive]]
	[[File:add_trusted_location.png\|~~300px~~\|thumb\|right]]		[[File:add_trusted_location.png\|200px\|thumb\|right]]
	[[File:first_run.png\|300px\|thumb\|right\|First Run on SharePoint]]		[[File:first_run.png\|300px\|thumb\|right\|First Run on SharePoint]]
	[[File:pause_onedrive_sync.png\|~~300px~~\|thumb\|right\|Pause OneDrive Sync]]		[[File:pause_onedrive_sync.png\|150px\|thumb\|right\|Pause OneDrive Sync]]
	[[File:budegtlink_after_pause_sync.png\|300px\|thumb\|right\|relaunch BudgetLink after pausing sync]]		[[File:budegtlink_after_pause_sync.png\|300px\|thumb\|right\|relaunch BudgetLink after pausing sync]]
	[[File:install_ribbon.png\|300px\|thumb\|right\|Install Ribbon dialog box]]		[[File:install_ribbon.png\|300px\|thumb\|right\|Install Ribbon dialog box]]

Ash: Created page with "right right right File:new_installation.png|30..."

2024-10-17T07:43:26Z

New page

[[File:sharepoint_sync.png|300px|thumb|right]]
[[File:unzip_budegtlink.png|300px|thumb|right]]
[[File:install_budegtlink.png|300px|thumb|right]]
[[File:new_installation.png|300px|thumb|right]]
[[File:install_on_network_drive.png|300px|thumb|right]]
[[File:browse_to_installation_location.png|300px|thumb|right|Sharepoint Folder]]
[[File:browse_to_mapped_drive.png|300px|thumb|right|Mapped Drive]]
[[File:add_trusted_location.png|300px|thumb|right]]
[[File:first_run.png|300px|thumb|right|First Run on SharePoint]]
[[File:pause_onedrive_sync.png|300px|thumb|right|Pause OneDrive Sync]]
[[File:budegtlink_after_pause_sync.png|300px|thumb|right|relaunch BudgetLink after pausing sync]]
[[File:install_ribbon.png|300px|thumb|right|Install Ribbon dialog box]]

= Overview =
BudegtLink requires files to always be available on the system to run.

For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused.

Follow the steps to install and run BudgetLink from SharePoint.

= Steps =
# Login to SharePoint and click on '''Sync''' button.
# The SharePoint folder will be visible in your File Explorer.
# Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here]
# Unzip to Local C:\ Drive.
# A '''BudgetLink Installation Wizard''' will open. Accept the Terms and Conditions and click '''Next'''.
# Select "Install on a Shared Network Drive" radio button and click '''Next'''.
# Browse to the SharePoint folder mapped on your system.
# Click on '''Install'''.
# After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''.
# On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps.
# BudgetLink can't run while OneDrive is syncing files and folders.
# Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed.
# Click on the gear icon in the top right corner.
# Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing.
# Restart BudgetLink.