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Difference between revisions of "How to change the Company Name on Reports"
How to change the Company Name on Reports (view source)
Revision as of 22:34, 15 April 2014
, 22:34, 15 April 2014no edit summary
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== Overview == | |||
The Company Name that appears on BudgetLink reports is pulled from the '''Company Name''' field in the '''Data File Connection''' dialog. This name is also displayed in the [[Menu]]. | |||
The Company Name that appears on BudgetLink reports is pulled from the Company Name field in the Data File Connection dialog. | |||
== How to change the Company Name on Reports== | |||
To change the Company Name follow the steps below: | To change the Company Name follow the steps below: | ||
# From the BudgetLink Menu go to 30. Settings | |||
# Click the Manage Data Files button | # From the '''BudgetLink''' Menu go to '''30. Settings''' and then '''Data Connection'''; | ||
# Click Yes to backup the BudgetLink database. The Manage Data Files form should display | # Click the '''Manage Data Files''' button; | ||
# Select your data connection and click Edit Data File. The Data file setup dialog will display | # Click '''Yes''' to backup the BudgetLink database. The Manage Data Files form should display; | ||
# | # Select your data connection and click '''Edit Data File'''. The Data file setup dialog will display; | ||
# Click OK | # Change the '''Company Name''' field to the correct value; | ||
# Click Close. The | # Click '''OK'''; | ||
# Click the | # Click '''Close'''. The new name should appear in the '''Active Data Files''' list; | ||
# Click the '''Back Arrow''' to return to the menu. The new company name should now appear. | |||
== Related Topics == | |||
* None | |||