Charles Fox
Articles
-
Sales Margin in Xero Item Sales
The WorkBook Analyse Sales and Margins [Base] provides analysis of sales, costs and margin of Sales data over any of the dimensions available in the connected software and these include Customer, ...
-
HTML in emails and Email Body format
Bi4Cloud Enterprise version provides email scheduling where one of more reports can be output to a list of email users or an address list can be setup and email directed to that list with content ...
-
Acumatica Attributes and Bi4Cloud
Bi4Cloud Implement Custom Lists and Fields in the Customer, Item, Supplier tables.Customers attribute listsIn Acumatica Attributes are created by Class and The Class is Assigned to a Customer. Bi4C...
-
Setting MYOB to Update and not Delete transactions
When a transaction is deleted in AccountRight Live it is not reported in the API. So MYOB never tells us of the deletion. We have reported this o the MYOB API support team many times. We have a rep...
-
User Actions for MFA Setup
These are the steps to setup your Multi-factor Authentication MFA You need an authenticator app and we have documented two Google Authenticator 1Password - password manager with in-built MFA suppor...
-
Multi-Factor Authentication
Shortcuts to sections The importance of MFA Mandatory for Xero Turn Multi-Factor ON User Actions for MFA setup Critical SafeguardMulti-factor authentication (MFA) is essential because it adds a cr...
-
Xero Bank Transfer endpoint
Xero can provide access to Bank Transfer information and this can be used by Bi4Cloud to provide transaction source information in GL transaction detail drill down and reports.The fetch of data fro...
-
Xero Multi-Currency Profit & Loss
Get Xero GL data not in JournalLinesIf your Xero system does not use multi-currency transactions then there is no need to process Revaluations and Unrealised Gains and you should have "Extract Prof...
-
November 2025 Update
Summary This is the latest features and release notes for Bi4Cloud build availabe 03 November 2025Email Recipients, Access Restrictions and Address Lists - see article Profit and Loss with EBITDA...
-
Address Lists and Recipients
Summary Schedule Emails can be setup in Workbooks to send reports to a list of email addresses or to an Address List which contains Recipients. In this latter case output of the report will have ...