101 Getting Started

• BI4Cloud Help Widget - In App Help
• Setting up Your Free Trial
• Favourite Reports - Changing Rows (Analyze By)
• Favourite Reports - Drill down (Then By)
• Favourite Reports - Subtotals (Group By)
• Favourite Reports - Sort Rows (Order By)

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201 Which Report Type to Use?

• Balance Sheet Report
• P&L Forecast - Ultimate Month End
• Analyze - To see your data in more detail
• Analyze by Detail - To see all fields at transaction level detail
• Pivot - To see Multiple Dimensions at once
• Compare - Awesome Date Comparison

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301 BI Masterclass - Deep Dive

• Sales - Understand your Margins
• AR Aged Receivables - Instantly Improve Cashflow
• Cool Charts - Dynamic Sales Analysis

Cool Stuff

• Financial Ratios, KPIs and Metrics
• Divisional Analysis
• Job Analysis
• Sales and Inventory Analytics
• Sales Budgets - Set Targets to Achieve your goals
• Sales Budgets - Setup

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Use MYOB Smarter

• Focus on Overdue Receivables
• Sales Orders - Managing Customer Expectations
• Streamline the Chart of Accounts (COA) for Sharper Reporting
• Simplify Month end - Review all outstanding Purchase Orders
• Report by "Ship to" not just "Invoice to" Address in MYOB
• Accounting for Divisions or Cost Centres using MYOB

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Which Jobs Reports to use depends on how you use Jobs

• Ultimate Month end Job P&L - With Monthly Job Budgets
• Using Jobs to run Departments or Cost Centres - With Monthly Job Budgets
• Use Job Headers to group similar Jobs together
• Use Jobs to Manage Project Type Jobs and WIP
• Super charge your Jobs reporting to Better Manage Project Type Jobs

Advisors

• ★ Boost your Advisory Skills with BI4Cloud
• ★ Advisor features in BI4Cloud
• Bi4Cloud P&L Reports on Xero
• Got the right consulting tools ?

Which Inventory Report Mapping to Use?

• Item Sales v All Inventory: Track Inventory against Sales History
• Inventory - Inventory Cover
• Purchases - AP Aged Creditors

Advanced Tips & Tricks

• ★ Customer Card List - Who needs CRM?
• ★ Financial year - changing the default "This Year" date range
• ★ Dots - Why are there Dots "." in my report?
• ★ Add Multiple Subtotals - Group by levels
• ★ Hide and Show Columns
• ★ Hide report rows with zero ($0) values

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BI for Cloud Admin

• Organisation Settings
• Can I Change the Email used for Invoice Delivery?
• AR Live Connection issues
• My Data is not Auto Refreshing
• Moving from MYOB Classic to ARLive
• Payment - Add Payment details/Add users/ Change plans

Using the Emailer

• Entering Multiple Email Addresses
• Emailing at month end - Last day of the month
• Can I auto Email Dashboards and Visualisations?

Reseller

• Using Advisor Facilities

NDIS Corner

• ★ The Impact of NDIS on Cashflow for Disability Providers
• ★ Using MYOB to process NDIS Claims
• Job Activity Detail Report and Job Transaction Accrual Report
• Disability Service and the NDIS
• National Disability Insurance Scheme - is MYOB doing anything to prepare for this?
• NDIS Claims File

User Stories

• ★ Business Intelligence for newbies
• Joint Ventures in Architecture and Construction
• Construction Explodes in Yangoon
• Access Reports from Remote Offices
• CSM Advisory Implements BI4Cloud
• Evaluating Bi4Cloud

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Other

• After Upgrading MYOB ARLive - Force a Full BI4Cloud Data Refresh
• Custom Lists and Fields
• How are default levels determined ?
• Page Headers on Reports
• Purchase Analysis
• 3M POS Data

Great Questions from our Users

• Password Errors/Mismatch on MYOB
• How can I see Gross Profit and Margin by Supplier?

User FAQ

• Can I Round P&L numbers to Hide Cents?
• Force a FULL Sync
• ABSS Premier ODBC version conflict
• Bi4Cloud + Xero: Inventory Values
• My Favourites display SQL errors
• AR Aged Debtors with Foreign Amount Due

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Product Questions

• ABSS ODBC Removing Partial Uninstalls
• Analysis Codes Comparison
• EXO Ship To City, State, PostCode
• Bi4Cloud Reseller FAQs (ABSS SG)
• Report on Average Debtor Days
• Emailing at month end

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Technical FAQs

• ★ BI Connector : Network files & BI Service
• ★ BI Connector : Install & Use
• Sales, Orders and Quotes
• BI Connect Exo, DataPel, SAP B1 - Advanced Option
• New Faster Data Sync for MYOB Cloud Files
• Debugging IRDB Import scripts

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Announcements

• ★ Cool Stuff
• Account Alignment
• Flexi Levels - Reorganise Sort and Group your Accounts
• BI4Cloud Update
• Bi4Cloud and EXO General Ledger Reports
• Bi4Cloud + AccountEdge

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