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Charles Fox

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Activity overview

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

    Re-authenticate QuickBooks Online

    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 ...

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  • Charles Fox created an article,

    Sales Budget Workbook

    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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  • Charles Fox created an article,

    Monthly Divisional Budgets

    Monthly Divisional Budgets is used to enter or load budgets into BI4Cloud Business Intelligence by divisions, cost centres or departments. Divisions are handled in different accounting packages as ...

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  • Charles Fox created an article,

    Bi4 SignUp General flow

    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...

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  • Charles Fox created an article,

    Delete Users with existing reports

    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...

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  • Charles Fox created an article,

    Filter Metrics using Comparison feature

    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 ...

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  • Charles Fox created an article,

    Seeing old Bi4Cloud Login after upgrade

      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...

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  • Charles Fox created an article,

    Server Upgrade Notice

    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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  • Charles Fox created an article,

    GL Report Models

    General Ledger Reporting in Workbooks Classic IR was designed for Sales report where totals and sub-total were simple sums. This is the same for IRNG. To create GL reports in IR Classic a feature ...

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  • Charles Fox created an article,

    Inventory stuf

      The  Inventory stub place holder The workbook Inventory Listing a following 4 tabs. Headline Sales - Dashboard The Headline Sales tab is a Dashboard which allows multiple elements (Widgets) to...

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