Charles Fox
Articles
-
Email Reports using Schedules
Send Reports and Dashboard to your colleagues and external parties via email Scheduled Daily, Weekly or Monthly. IntroductionEmail report automation is provided in Bi4Cloud with Scheduled Emails. ...
-
Split fields on Excel Export
A normal report output has distinct fields with distinct headingsIn Pivot reports the fields concatenate with a '|' symbol separator.When these are exported to Excel they will occupy one cellIf you...
-
WorkBooks Upgrade - Where are my old reports?
Great news! BI4Cloud has upgraded you to Workbooks, a game-changing upgrade with better Dashboards, Charts, and amazing flexibility for creating custom reports. Launch Workbooks with this icon ...
-
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...
-
Sign In with Intuit
IntroductionBi4Cloud 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. Us...
-
Bi4Cloud Sign Up with Xero
Introduction Bi4Cloud integration with Xero can be established via the Xero AccountIng App or at my.bi4cloud.com using your Xero credentials. Trying BI4Cloud on Xero is really easy. Just follow th...
-
Inventory - Quick Start
Run the Inventory [base] Workbook to get started quickly. This is a View Only report that can be copied and customised. See link below to learn how to Customise and Save your own Workbooks...
-
Item BOM Activity vs 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...
-
Divisional Profit and Loss Template
Divisional Profit and Loss is a curated workbook that will be shown in your WorkBook listing when If the connected file contains Classes, Location, Tracking Categories, Jobs, Branches or Divisions ...
-
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. Please Note - To grant API access to QuickB...