How to enable cash based reporting

Revision as of 23:40, 5 November 2019 by Jeff (talk | contribs) (→‎Overview)

Overview

BudgetLink is able to report on both an Accrual and Cash accounting methods. It provides two cash versions Cash and Cash Cr Dr. For more information on the Cash Cr Dr version, see What is the difference between Cash and Cash DR CR.

To improve performance for the majority, the Cash Version is disabled by default.

How to enable cash based reporting

 
Options Dialogue - Cash Version

To enable cash based reporting, follow these steps.

  1. Start BudgetLink;
  2. Using the Excel Ribbon, choose the BudgetLink Settings tab;
  3. On the User Options dialogue, select Versions in the list on the left-hand side;
  4. Tick Enable Cash Version or Enable Cash DR CR Version.
  5. Click Save;
  6. Click OK to close the confirmation message;
  7. Click Close;
  8. Run a Get Data


Notes

The cash version is available with MYOB AccountRight 19 or lower or MYOB AccountRight Live.

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