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Charles Fox

  • Total activity 313
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Activity overview

Latest activity by Charles Fox
  • Charles Fox created an article,

    Item BOM Activity vs Inventory

    1. Become an Expert
    2. Inventory

    MYOB AccountRight has an auto-build feature which implements a simple Bill-of-Materials (BOM) functionality. As an example the built item 123  Filter Kit No 1 Large is defined as components of exi...

    • Edited
    • 1 follower
    • 0 comments
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  • Charles Fox created an article,

    Divisional Profit and Loss Template

    1. Become an Expert
    2. Divisional Reporting

    Divisional Profit and Loss is a curated workbook that will be shown in your WorkBook listing when the connected file contains Classes, Location, Tracking CAtegories, Jobs, Branches or Divisions - ...

    • Edited
    • 1 follower
    • 0 comments
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  • Charles Fox created an article,

    Re-authenticate QuickBooks Online

    1. Technical FAQ
    2. Technical FAQ - Cloud Files

    BI4Cloud accesses your QuickBooks Online data using the QuickBooks Online API and that permission is granted when you connect the QuickBooks Online file. If the user who connected BI4Cloud to your ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Sales Budget Workbook

    1. Dashboards
    2. WorkBooks (New Staged Release)

    The Sales Workbook provides comparative reporting on Sales vs Sales Budget as input into Bi4Cloud Sales Budgeting.  The workbook analyses c   Sales Volumes and Margins across the following 4 tabs. ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Monthly Divisional Budgets

    1. Become an Expert
    2. Jobs & Projects

    Monthly Divisional Budgets is used to enter or load budgets into BI4Cloud Business Intelligence by divisions, cost centres or departments. Access Monthly Divisional Budget from the Cool Stuff butto...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Bi4 SignUp General flow

    1. Quick Start
    2. Free Trial

    Capture basic contact information and the email address to be used for login. Completed form Validate Email address button sends an email to verify the address, you this dialog The sent email is...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Delete Users with existing reports

    1. Technical FAQ
    2. Technical FAQs

    Bi4 User Admin allows admin user to create and delete users. When deleting a user the system checks if the user has created their own reports and if so prevents the deletion issuing a warning dialo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Filter Metrics using Comparison feature

    1. Technical FAQ
    2. Workbooks FAQs

    At times there is a need to display the value of a metric with a filter sub-set of data. For example comparing the value of Beverage Sales to all Sales..   The wokbook below shows the result of ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Seeing old Bi4Cloud Login after upgrade

    1. Technical FAQ
    2. Technical FAQs

      The new Bi4Cloud application server is up since Fri 15th 2023 at 2300 AEDT.The new server has "taken" the domain name https://my.bi4cloud.comand the DNS has propagated.  If you are seeing the OLD...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Charles Fox created an article,

    Server Upgrade Notice

    1. Technical FAQ
    2. Release Notes

    Server Upgrade Notice We are changing servers to improve security and performance. You will find Bi4Cloud unavailable until the DNS propagates throughout the Internet. This can take several hours. ...

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    • 1 follower
    • 0 comments
    • 0 votes