Charles Fox
Articles
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Getting Started with WorkBooks 2025
Bi4Cloud Workbooks lets you easily create custom tabular and graphical reports and dashboards that can be shared with other users or send as scheduled emails. To speed you along the reporting jour...
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Getting Support for BI4Cloud
BI4Cloud Help Centre The Help Centre is your best place to find answers, request support and learn more about BI4Cloud. Access Support from the Bi4 Admin Menu Search for anything you need help wit...
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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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The Admin Panel
Summary The Bi4Cloud Admin Panel lists all companies connected to your organisation. It provide a performance snapshot of each connected company and buttons to Connect a company, Create a Consolid...
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Company Setup
Company Setup is where you can changes various aspects of the company including - Company Name Company Currency Currency Symbol ( if different from Organisation) You can also initiate FULL sync ...
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Control User Access to Companies and Reports
BI4Cloud Admin Users can add new Users and setup User Access Restrictions as follows under the User Admin tab: Company Restrictions Select which Companies the user can access Reporting Groups...
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Sales Order Quotes Estimates Analysis
Activity - Dashboard Transaction activity by month trailing 12 months Quotes | Estimates Quotes ( aka Estimate) trailing 12 months Sales Orders Sales Orders trailing 12 months
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Payables - Aged
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...
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Analyse Purchases
This workbook provides analysis of purhcase and bill information using several dashboards and reports. These can be used as and filters changed. You can copy the Workbook is or copied and changed t...
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Accounts Profit & Loss - Overview
The Accounts Profit & Loss Workbook provides an overview of Company Performance from activity to Year to Last Month and against Budget. The Accounts Profit & Loss Workbook is a base template to dem...