How to enable customers for customer-based reports
Overview
BudgetLink does allow you to produce profit and loss reports for customers. This uses the ability to link jobs to customers using the Linked Customer field.
Before customer-based reports can work, customers must be enabled.
How to enable customers for customer-based reports
To enable customers for customer-based reports , follow these steps.
- From the Main Menu, click on 30. Settings and then Options;
- Click on the Set User Options button;
- Select Customers from the list on the left-hand side in the User Options dialogue;
- Untick Disable Customers;
- Click Save;
- Click Close;
- Run a Full Get Data.
Notes
- Only specific reports have been enhanced to work with customers.