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How to prepare reports for a different entity (view source)
Revision as of 23:17, 9 June 2016
, 23:17, 9 June 2016no edit summary
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If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. | If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. | ||
BudgetLink is series of Excel workbooks in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. | BudgetLink is series of Excel workbooks with macros in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. | ||
To setup separate BudgetLink instances follow the steps below | To setup separate BudgetLink instances follow the steps below | ||