StepChange Debt Charity

Summary

This guide provides step by step instructions on how to export budgets from DCS. If you haven’t exported budgets before and need permissions to do so please raise a service request via the fresh portal.

Guide

1) Launch DCS via RDS Web (found in the StepChange folder)

Remember to use your password to access DCS not your PIN/Biometrics.

2) Search for client and bring up budget.

3) Print budget from DCS.

4) Microsoft Access will open a copy of the budget. Click ‘Print’.

5) Select 'Microsoft Print to PDF' then 'Okay'

6) A new window will open to save the document.

Ensure you go to this PC and click on  'C on XXXXX'.

7) Click into the following folders and save it here:

Users/YourUsername/Documents

8) You can find the file by opening File Explorer, clicking on This PC, then into C drive and    users/YourUsername/desktop, or users/YourUsername/documents.

FAQ’S

Q: I have permissions and am following the steps but encounter the below error. What should I do?

A: Please submit a fresh ticket so this can be looked at by IT’s Application support team.

Revision History