101 Getting Started

• 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)
• Create, Save, Share & Schedule your Own Favourites

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201 Which Report Type to Use?

• Balance Sheet Report
• P&L Forecast Report - the Ultimate Month End report
• Cool Charts - Dynamic Sales Analysis
• 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

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Cool Stuff

• Sales Budgets - Set Targets to Achieve your goals
• Sales Budgets - Setup
• Run Divisions or Cost Centres - Using GL Custom Lists with Monthly Budgets

Use MYOB Smarter

• 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
• Use Custom Lists to Categorise Customers and Items together
• Customer Sales Rep v Salesperson - What is the difference?

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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
• Got the right consulting tools ?

Which Inventory Report Mapping to Use?

• Inventory - Item Sales v All Inventory (Track Inventory levels against past 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

• 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?

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

Great Questions from our Users

• How can I see Gross Profit and Margin by Supplier?

User FAQ

• AR Aged Debtors with Foreign Amount Due
• Creating Reports in BI4Cloud
• Reveal the Detail with Bi4Cloud
• MultiCurrency GL Report
• Setting Alerts and Notifications
• Malaysian and Singapore Payroll

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Product Questions

• Bi4Cloud Reseller FAQs (ABSS SG)
• Report on Average Debtor Days
• Emailing at month end
• How often does my data refresh ?
• Can users share a login or should I get a licence for each Sales Rep?
• Should I allow each Sales Rep to login to BiforMYOB or just send them emails?

Technical FAQs

• ★ BI Connector : Network files & BI Service
• ★ BI Connector : Install & Use
• BI Connector: Sync Error Messages
• Issue Opening Excel Spreadsheets created with Bi4Cloud
• Export to Excel has stopped working [ as at July 2016 ]
• Running MYOB on Network Drives

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Announcements

• User Metrics in GL reports
• How can BI4Cloud help your business?
• Important Warning on Year End Purging
• Introducing the New Look BI Admin Panel - November
• Software Updates in BI4Cloud
• Job Budget Analysis Change Notice - Monthly Budgets

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