Free Trial

• Setting up Your Free Trial
• Connect MYOB AccountRight Live
• Bi4Cloud & QuickBooks Online Connect a Trial
• Bi4Cloud & Xero Connect a Trial
• Connect MYOB Advanced

101 Getting Started

• BI4Cloud Help Widget - In App Help
• Favourite Reports - Changing Rows (Analyze By)
• Favourite Reports - Drill down (Then By)
• Favourite Reports - Subtotals (Group By)
• Favourite Reports - Sort Rows (Order By)
• Create, Save, Share & Schedule your Own Favourites

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201 Which Report Type to Use?

• 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

Advisors

• ★ Boost your Advisory Skills with BI4Cloud
• ★ Advisor features in BI4Cloud
• Using Advisor Facilities
• Got the right consulting tools ?

Sales & Margins

• ★ Cool Charts - Dynamic Sales Analysis
• ★ Sales - Understand your Margins
• ★ Sales - Which Customers have Stopped buying?
• ★ Customer Card List - Who needs CRM?
• ★ AR Aged Receivables - Instantly Improve Cashflow
• ★ Sales Budgets - Set Targets to Achieve your goals

See all 17 articles

Accounts & Consolidation

• ★ Profit & Loss Reporting - Getting Started
• ★ Balance Sheet Report
• Flexi Levels - Reorganise Sort and Group your Accounts
• Bi4Cloud and EXO General Ledger Reports
• Streamline the Chart of Accounts (COA) for Sharper Reporting
• P&L Forecast - Ultimate Month End

See all 10 articles

Divisional Reporting

• Analysis Codes Comparison
• Ultimate Month end Job P&L - With Monthly Job Budgets
• Accounting for Divisions or Cost Centres using MYOB
• Run Divisions or Cost Centres - Using GL Custom Lists with Monthly Budgets
• Divisional Analysis
• Using Jobs to run Departments or Cost Centres - With Monthly Job Budgets

Advanced Tips & Tricks

• ★ New Login Feature - Linked to Support
• ★ 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

See all 13 articles

Dashboards & Visualisations

• Creating Dashboards

Purchasing

• Item Purchase Analysis
• Simplify Month end - Review all outstanding Purchase Orders
• Purchases - AP Aged Creditors
• Supplier Rebates - Make claiming easy and accurate

Ratios & KPI's

• Financial Ratios, KPIs and Metrics
• User Metrics in GL reports

Jobs & Projects

• Job Analysis
• Use Jobs to Manage Project Type Jobs and WIP
• Super charge your Jobs reporting to Better Manage Project Type Jobs
• Use Job Headers to group similar Jobs together

Xero

• ★ Xero : Tracking Category for Reporting and Budgets
• ★ Bi4Cloud + Xero : P&L Reporting
• ★ BI4Cloud + Xero : Advanced Sales Analysis
• BI4Cloud + Xero : Be better informed
• BI4Cloud + Xero : Tracking Category Hierarchy
• Bi4Cloud + Xero: Inventory Values

QuickBooks Online

• MYOB Advanced - P&L Reporting
• QuickBooks Online: Location and Class Reporting
• QuickbooksOnline: Customers | Sub-customers | Projects
• BI4Cloud + QuickBooks Online

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

See all 8 articles

Inventory

• Inventory Reorders - Know what to buy and when
• Item Sales v All Inventory: Track Inventory against Sales History
• Inventory - Inventory Cover

Release Notes

• Release Notes for Sales Reports
• Release Notes for Inventory

Technical FAQ - Cloud Files

• Data Refresh - Cloud Files
• New Faster datasync for QuickBooks Online
• New Faster Data Sync for MYOB Cloud Files
• AR Live Connection issues
• Moving from MYOB Classic to ARLive

Other

• Setting Currency Symbol
• MYOB ARLive - When and How to Force a Full BI4Cloud Data Refresh
• Custom Lists and Fields
• How are default levels determined ?
• Page Headers on Reports

Great Questions from our Users

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

User FAQ

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

See all 18 articles

Product Questions

• ABSS ODBC Removing Partial Uninstalls
• EXO Ship To City, State, PostCode
• Bi4Cloud Reseller FAQs (ABSS SG)
• Report on Average Debtor Days
• Can I Hide the Default Favourite Reports?
• Emailing at month end

See all 9 articles

Technical FAQs

• ★ BI Connector : Network files & BI Service
• ★ BI Connector : Install & Use
• Updating the BI Connector
• Sales, Orders and Quotes
• BI Connect Exo, DataPel, SAP B1 - Advanced Option
• Debugging IRDB Import scripts

See all 31 articles

Announcements

• ★ Feature Updates - Q3 2021
• New Chart Types - Q3 2021
• BI4Cloud Update
• Bi4Cloud + AccountEdge
• Bi4Cloud + ABSS Premier
• Bi4Cloud + MYOB AccountRight

See all 12 articles

Using the Emailer

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

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 Admin

• BI4Cloud - Add Users and User Access

Subscription

• Payment - Add Payment details/Add users/ Change plans
• Can I get a copy of a past invoice?
• Can I change the email used for Invoice delivery?

Choosing a Plan

• ★ Cool Stuff

BI4Cloud Admin

• Organisation Settings