How to change the Company Name on Reports

Overview

The Company Name that appears on BudgetLink reports is pulled from the master data file Company Name field in the Data File Connection dialog. This name is also displayed in the Menu.

How to change the Company Name on Reports

To change the Company Name follow the steps below:

1. From the BudgetLink Menu go to 30. Settings and then Data Connection;
2. Click the Manage Data Files button;
3. Click Yes to backup the BudgetLink database. The Manage Data Files form should display;
4. Select your data connection and click Edit Data File. The Data file setup dialog will display;
5. Change the Company Name field to the correct value;
6. Click OK;
7. Click Close. The new name should appear in the Active Data Files list;
8. Click the Back Arrow to return to the menu. The new company name should now appear.

How to choose the company name to display on the menu when using multiple data file connections

To change the company name displayed on the menu when using multiple data file connections, follow these steps.

1. From the BudgetLink Menu go to 30. Settings and then Data Connection;
2. Click the Manage Data Files button;
3. Click Yes to backup the BudgetLink database. The Manage Data Files form should display;
4. Select your data connection and click Edit Data File. The Data file setup dialog will display;
5. Tick the Master Data File check box;
6. Click OK;
7. Click Close;
8. Click the Back Arrow to return to the menu. The new company name should now appear.

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