Write, Bureaucrats, Administrators
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[[ | == Overview == | ||
[[ | |||
The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. | |||
BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. | |||
Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. | |||
To provide the best performance, there are two types of get data available: | |||
* Full Get Data | |||
* Quick Get Data | |||
== Understanding the Full Get Data process == | |||
== Undertsanding the Quick Get Data process == | |||
== How to Get Data from your accounting package == | |||
[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] | |||
[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] | |||
Whenever you start BudgetLink, the get data process will usually display. | |||
# From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; | |||
# Click on the '''OK''' button and wait for the progress dialogue to complete; | |||
# Once complete, click the '''Close''' button and then run your reports. | |||
<br clear=all /> | |||
== Related Topics == | |||
* [[Logs]] | |||
[[ | [[Category:Getting Started Guide]] | ||
[[Category:How To Guides]] | |||