Write, Bureaucrats, Administrators
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Difference between revisions of "Clearing budgets out of deleted accounts or jobs"
Clearing budgets out of deleted accounts or jobs (view source)
Revision as of 18:13, 26 November 2015
, 18:13, 26 November 2015no edit summary
(Created page with "== Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budgets == [[File:ClearBudgetData.png|300px...") |
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== Overview == | == Overview == | ||
Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. | |||
== How to clear budgets == | == How to clear budgets out of deleted accounts or jobs == | ||
[[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] | [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] | ||
To clear budget data | To clear budget data out of deleted accounts or jobs, follow these instructions. | ||
# From the '''Menu''', click on '''20. Budget Entry'''; | # From the '''Menu''', click on '''20. Budget Entry'''; | ||
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# Click '''OK''' when the backup is complete. | # Click '''OK''' when the backup is complete. | ||
# 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 | # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Clear''' the source data; | ||
# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; | # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; | ||
# | # Ensure the '''Choose a specific company to modify" check box is selected and choose the '''From'' company; | ||
# If BudgetLink is warning about deleted accounts, tick the '''Choose a specific account to modify" check box and choose the '''From'' acccount to be your deleted account; | |||
# If BudgetLink is warning about deleted jobs, tick the '''Choose a specific job to modify" check box and choose the '''From'' job to be your deleted job; | |||
# If BudgetLink is warning about deleted categories, tick the '''Choose a specific category to modify" check box and choose the '''From'' category to be your deleted category; | |||
# Once all your selections have been made, click the '''Modify Budget Data'''; | # Once all your selections have been made, click the '''Modify Budget Data'''; | ||
# Repeat the process for each account, job or category BudgetLink warned about; | |||
# Click '''OK''' when the operation is complete; | # Click '''OK''' when the operation is complete; | ||
# Click '''Close''' on the Modify Budget Data dialogue; | # Click '''Close''' on the Modify Budget Data dialogue; | ||
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* [[Copying Budgets]] | * [[Copying Budgets]] | ||
* [[Moving Budgets]] | * [[Moving Budgets]] | ||
[[Category:Troubleshooting]] | |||