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Charles Fox

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Activity overview

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

    IRNG Formatting Rules

    1. Technical FAQ
    2. IR New Generation

    Introduction In IRNG Tabular reports can gave a variety of icons and indicators on each line. These icons and indicators are created as as Formatting Rules and applied to reports  

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

    IRNG Backup Mappings and WorkBooks

    1. Technical FAQ
    2. IR New Generation

    Backup Often and especially before an upgrade 

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

    Control User Access to Companies and Reports

    1. Become an Expert
    2. Advanced Tips & Tricks

    Introduction In Bi4Cloud there are standard favourites we create for you and favourites you create yourself. These are all based on underlying reports that are grouped into areas, Accounts, Sales, ...

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

    IRNG Setting Security

    1. Technical FAQ
    2. IR New Generation

    Introduction Morning Charles, I wasn't 100% sure what you meant by prohibited. Was the option greyed out for you? I've attached a little video showing the steps to restrict a user and included the ...

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

    IRNG Date Comparison

    1. Technical FAQ
    2. IR New Generation

    Using IRNG Date Comparisons   Turn On Date Compare Metrics Various Date Options   Resultant Output Filter Output with Numeric Filter Using Group By Rather than Pivot    

    • Edited
    • 1 follower
    • 0 comments
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  • Charles Fox commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. Sales report showing Invoice due date

    We have included DueDate as a Column in the Invoice Detail dimension.Exporting this to a spreadsheet may not import the DueDate as a Date format.To assist with analysis of PaidDays we have created ...

  • Charles Fox commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. ABN numbers on AR or Customer Card reports

    Hi Skye The Customer Card report now has a new Tax No. field. This field goes by different names depending on your country: Australia - ABN Number New Zealand - GST Number United Kingdom - VAT Num...

  • Charles Fox commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. Add Total Inc GST column to the Analyse Purchases report

    Hi Jo Clarke The Analyse Purchases report now has a "Total Inc Tax" column. It is hidden by default so use +/- Cols in the toolbar to display it. Then chose the new metric "Total inc Tax" and you ...

  • Charles Fox created an article,

    Multiple Company Consolidation Setup

    1. Become an Expert
    2. Accounts & Consolidation

    Introduction Multiple company files can be combined into a Group file and reported on as either a total consolidated group  or showing individual companies totalling to the group. Data from each co...

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

    Updating the BI Connector

    1. Technical FAQ
    2. Technical FAQs

    Introduction The BI Connector program is a relay program that connects your server based datafile to the BI4Cloud cloud reporting service. When you run the BI Connector you are asked for your BI4Cl...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes