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Difference between revisions of "How to install BudgetLink on Sharepoint"
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How to install BudgetLink on Sharepoint (view source)
Revision as of 22:59, 17 October 2024
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[[File:sharepoint_sync.png|300px|thumb|right]] | [[File:sharepoint_sync.png|300px|thumb|right]] | ||
[[File:synced_sharepoint_folders.png|150px|thumb|right]] | |||
[[File:always_keep_on_device.png|300px|thumb|right]] | |||
[[File:unzip_budegtlink.png|200px|thumb|right]] | [[File:unzip_budegtlink.png|200px|thumb|right]] | ||
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= Steps = | = Steps = | ||
# Login to SharePoint and click on '''Sync''' button. | # Login to SharePoint and click on '''Sync''' button. | ||
# The SharePoint folder will be visible in your File Explorer. | # The SharePoint folder will be visible in your File Explorer, under Quick Access section. | ||
#; BudgetLink cannot access files stored on the cloud. | |||
# Right Click on the synced Folder and select "Always keep on this device". | |||
#; This would force BudgetLink to access the required files from local system. | |||
# Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] | # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] | ||
# Unzip to Local C:\ Drive. | # Unzip to Local C:\ Drive. | ||
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# After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''. | # After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''. | ||
# On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. | # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. | ||
# BudgetLink can't run while OneDrive is syncing files and folders. | #; BudgetLink can't run while OneDrive is syncing files and folders. | ||
# Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. | # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. | ||
# Click on the gear icon in the top right corner. | # Click on the gear icon in the top right corner. | ||
# Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. | # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. | ||
# Restart BudgetLink. | # '''Restart BudgetLink'''. | ||
<gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left"> | |||
File:install_budegtlink.png|150px| | |||
File:new_installation.png|150px| | |||
File:install_on_network_drive.png|150px| | |||
File:browse_to_installation_location.png|150px|Sharepoint Folder | |||
File:browse_to_mapped_drive.png|150px|Mapped Drive | |||
File:add_trusted_location.png|150px|Add Trusted Location | |||
</gallery> | |||
<gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> | |||
File:first_run.png|150px|First Run on SharePoint | |||
File:pause_onedrive_sync.png|150px|Pause OneDrive Sync | |||
File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync | |||
File:install_ribbon.png|150px|Install Ribbon dialog box | |||
</gallery> | |||