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Difference between revisions of "How to change the Company Name on Reports"
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How to change the Company Name on Reports (view source)
Revision as of 23:28, 15 April 2014
, 23:28, 15 April 2014no edit summary
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== Overview == | == Overview == | ||
The Company Name that appears on BudgetLink reports is pulled from the ''' | 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== | == 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: | ||
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# Click '''OK'''; | # Click '''OK'''; | ||
# Click '''Close'''. The new name should appear in the '''Active Data Files''' list; | # 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. | |||
== 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. | |||
# From the '''BudgetLink''' Menu go to '''30. Settings''' and then '''Data Connection'''; | |||
# Click the '''Manage Data Files''' button; | |||
# 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; | |||
# Tick the '''Master Data File''' check box; | |||
# Click '''OK'''; | |||
# Click '''Close'''; | |||
# Click the '''Back Arrow''' to return to the menu. The new company name should now appear. | # Click the '''Back Arrow''' to return to the menu. The new company name should now appear. | ||