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Charles Fox

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Activity overview

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

    AccountRight Live Data Refresh Enhancements

    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...

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  • Charles Fox created an article,

    Re-Authenticate MYOB AccountRight Live

    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...

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    • 1 vote
  • Charles Fox created an article,

    Account Profit & Loss with Trends

    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...

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  • Charles Fox created an article,

    Company Setup

    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...

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  • Charles Fox created an article,

    WorkBooks Beta Guide

      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...

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    • 1 follower
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  • Charles Fox created an article,

    Getting Started with WorkBooks

    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...

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  • Charles Fox created an article,

    Analyse Sales & Margins

    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. ...

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  • Charles Fox created an article,

    Sales Performance by Supplier

    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...

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  • Charles Fox created an article,

    Re-authenticating a Xero file

    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...

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    • 1 follower
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  • Charles Fox created an article,

    Power of Numeric Filters [NewGen]

    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...

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