Charles Fox
Articles
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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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Terminating User Access
When a user leaves your organisation and you need to terminate their access if they have created Workbooks (and possibly share or email with others) then you need to to preserve these so that know...
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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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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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GL Report Models, Flexible Metrics
General Ledger Reporting in WorkbooksClassic IR was designed for Sales report where totals and sub-total were simple sums. This is the same for Bi4Cloud WorkBooks.To create GL reports in IR Classic...
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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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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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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) Setup the Budget Source to choose ...
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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 journe...
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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. See...