Difference between revisions of "How to prepare reports for a different entity"

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==Procedure==
==Procedure==


#Copy the existing BudgetLink folder and paste into another folder to create another instance of the solution;
#To create a new instance copy an existing BudgetLink folder and paste into another location and rename it;
#Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder;
#Start the second instance by clicking the BudgetLink.exe file in the new BudgetLink folder;
#Upon opening go to Menu > 30.Settings > Data Files;
#Upon opening go to Menu > 30.Settings > Data Files;
#'''[[How to delete existing data file | Delete ]]''' all the existing data file connections;
#'''[[How to delete existing data file | Delete ]]''' all the existing data file connections;
# If you have setup any account hierarchies or account sets these will need to get deleted
# If you have setup any account hierarchies or account sets these will need to be deleted also


After following these steps you will have basically a blank BudgetLink data file ready to be setup.
After following these steps you will have basically a blank BudgetLink data file ready to be setup.
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