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Charles Fox

  • Total activity 329
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Activity overview

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

    Payables - Aged

    1. Dashboards
    2. WorkBooks

    Aged Payables workbook provide multi-ageing buckets and presents overview and detail ageing The Workbook is consolidated over multiple companies and user can select one or more companies to analyse...

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

    Sign In with Intuit

    1. Quick Start
    2. Free Trial

    Introduction Bi4Cloud can connect with your QuickBooks Online  by using your QuickBooks Online / Intuit  credentials. Trying BI4Cloud on QuickBooks Online is really easy. Just follow these steps. ...

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

    Bi4Cloud Sign Up with Xero

    1. Quick Start
    2. Free Trial

    Introduction Bi4Cloud integration with Xero can be established via the Xero AccountIng App using your Xero credentials. Trying BI4Cloud on Xero is really easy. Just follow these steps. Use Sign U...

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

    October 2024 Update

    1. Technical FAQ
    2. Release Notes

    New Workbook Menu New workbook menu features including Sidebar Menu Show | Hide with Company selector View By Recent | Favourites | All workbooks. Group Workbook by Owner | Category.  Options to D...

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

    Inventory - Quick Start

    1. Become an Expert
    2. Inventory

    Run the Inventory [base] Workbook to get started quickly. This is a View Only report that can be copied and customised.. This Workbook runs over Inventory data  with several reports including simp...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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
    • 0 votes
  • 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
    • 0 votes
  • 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

    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. ...

    • Edited
    • 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