Charles Fox

AccountRight Live Data Refresh Enhancements

1. Technical FAQ
2. Technical FAQ - Cloud Files

MYOB AccountRight Live allows access to your accounting data via an API which Bi4Cloud uses to create a report database. The report database is refreshed at night or when a user presses the refresh...

• Edited February 03, 2023 01:48
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Re-Authenticate MYOB AccountRight Live

1. Technical FAQ
2. Technical FAQ - Cloud Files

BI4Cloud accesses your AccountRight Live data using the AccountRight Live API and that permission is granted when you connect the AccountRight Live file to BI4Cloud. In AccountRight Live you need t...

• Edited February 02, 2023 03:45
• 1 follower
• 0 comments
• 1 vote

Account Profit & Loss with Trends

1. Dashboards
2. WorkBooks (New Staged Release)

The Account Profit & Loss with Trends Workbook provides an overview of Company Performance for activity to Year to Last Month.  The workbook analyses Profit and Loss  across the following several t...

• Edited July 15, 2023 11:52
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Company Setup

1. Technical FAQ
2. Other

Company Setup is where you can changes various aspects of the company including - Company Currency  Currency Symbol ( if different from Organisation) You can also initiate FULL sync to full refre...

• Edited December 02, 2022 03:42
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WorkBooks Beta Guide

1. Dashboards
2. WorkBooks (New Staged Release)

  The WorkBooks Beta is a preview of new WorkBooks functionality in Bi4Cloud. To participate in the Bi4Cloud WorkBooks Beta please email an expression of interest to support@bi4cloud.com  Only Bi4C...

• Edited December 07, 2022 16:25
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Getting Started with WorkBooks

1. Dashboards
2. WorkBooks (New Staged Release)

Bi4Cloud WorkBooks allows you create tabular and  graphical reports and notes as tabbed reports within a WorkBook. The WorkBook can be shared with other users and emailed. If you have  already logg...

• Edited July 19, 2023 22:07
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Analyse Sales & Margins

1. Dashboards
2. WorkBooks (New Staged Release)

The Analyse Sales YOY Workbook allows you to overview  your Sales Performance for the trailing 12 months and 3 months.  The workbook analyses Sales Volumes and Margins across the following 4 tabs. ...

• Edited September 22, 2023 01:25
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Sales Performance by Supplier

1. Dashboards
2. WorkBooks (New Staged Release)

The Supplier Performance Workbook allows you to focus on how much each Supplier contributes to your Total Sales and Margins and how that is changing over time.  Use to Benchmark Suppliers, identify...

• Edited November 22, 2022 04:58
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Re-authenticating a Xero file

1. Technical FAQ
2. Technical FAQ - Cloud Files

BI4Cloud accesses your Xero data using the Xero API and that permission is granted when you connect the Xero file. In Xero you need to have a user role of Standard or Advisor to access the API.  Se...

• Edited November 01, 2022 21:26
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• 0 comments
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Power of Numeric Filters [NewGen]

1. Become an Expert
2. Inventory

See this article in Bi4 Classic       Text and Numeric Filters Bi4 newGen provides filters to allow you to segment your data. These filters can operate text values in the data and on the numeric va...

• Edited July 14, 2022 06:53
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