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Jennifer Kelly

  • Total activity 217
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Activity overview

Latest activity by Jennifer Kelly
  • Jennifer Kelly created an article,

    BI4Cloud Subscription Prices

    1. Quick Start
    2. Subscription

    Monitor Transaction volumeThe purpose of setting transaction quotas is to provide fair value for small businesses and appropriate fee for service in larger businesses.Larger business can create lar...

    • Edited
    • 0 followers
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  • Jennifer Kelly commented,
    Official comment
    1. Community
    2. Help creating new BI4Cloud reports
    3. How do a hide a column I don't require

    You are able to hide, move, delete, rename or add fields to any report in BI4cloud Workbooks.  See this link for detailed help Change Fields - Hide and Show Columns

  • Jennifer Kelly created an article,

    Accounts Profit & Loss - Advanced Formating

    1. Become an Expert
    2. Accounts & Consolidation

    A Profit & Loss Report is special kind of report because the group totals in the report differ depending on the report type. This gives your business reporting flexibility to present the P&L in qui...

    • Edited
    • 1 follower
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  • Jennifer Kelly commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. Add Budget GP% to BI4 Job Budget Analysis report

    VINOD SHARMA With the new Workbooks version of BI4Cloud you can now add your own calculations using Expressions when in Edit Mode. See the new column I have added and called Budget Margin %.  See ...

  • Jennifer Kelly commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. Creation of Supplier Card List Report

    A Supplier Card list report is now available in Workbooks. The Supplier report tab includes full address and contact details, Tax number (ABN), total purchase value and days since you last traded w...

  • Jennifer Kelly created an article,

    Worksheets - Rename, Copy, Move or Delete

    1. Quick Start
    2. Customise Workbooks

    Bi4Cloud Workbooks are made up of multiple Worksheets, in this article learn how to quickly copy and re-organise these.  Worksheet Options To access the Worksheet Options: Ensure you are in Edit M...

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    • 1 follower
    • 0 comments
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  • Jennifer Kelly created an article,

    Accounts Profit & Loss - Quick Start 2025

    1. Become an Expert
    2. Accounts & Consolidation

    Run the Accounts Profit & Loss [base] Workbook which is View only to get started quickly. This Workbook runs over GL Profit & Loss accounts and includes multiple Worksheets which present a variety...

    • Edited
    • 1 follower
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  • Jennifer Kelly created an article,

    Create, Save & Share your own Custom Workbooks

    1. Quick Start
    2. Customise Workbooks

    Customise Workbooks for your needTo gain the best value from BI4Cloud you should create Workbooks specific to your needs, so we recommend you create, save and share your very own Workbooks.The Ba...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jennifer Kelly created an article,

    Analyse Sales & Margins - Deep Dive

    1. Become an Expert
    2. Sales & Margins

    To create your own fully customisable Workbook: Run the Analyse Sales & Margins [base] which is a View Only Workbook Read the article Analyse Sales & Margins - Quick Start first to become familiar...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Jennifer Kelly created an article,

    Analyse Sales & Margins - Quick Start 2025

    1. Become an Expert
    2. Sales & Margins

    Run the Analyse Sales & Margins [base] Workbook which is View only to get started quickly.Alternatively run the Analyse Sales Only [base] Workbook if you do not sell inventory as your Sales Invoice...

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    • 1 follower
    • 0 comments
    • 0 votes