
Jennifer Kelly
Activity overview
Latest activity by Jennifer Kelly-
Jennifer Kelly commented, Official commentYes suggest you use the Customer Card List report. This will allow you to report, filter and sort by each customer's First and Last transaction date with you. See: Customer Card List - Who needs...
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Jennifer Kelly created an article, Announcing New Staged Release of BI4Cloud WorkBooks
We are excited to announce we have commenced the staged release of the new BI4Cloud WorkBooks functionality. New Workbooks Login Initially only users who were on the Workbooks Beta Program have bee...
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Jennifer Kelly created an article, Workbooks Beta- Known Issues
1. Logout Option in User Information Panel Please do not use the logout button as it currently not fully integrated. Using this option will not allow you to log back into the workbooks until you ...
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Jennifer Kelly commented, Official commentHi Eddie, We have now added the Invoice/Order Comment field from MYOB into our Sales-Orders-Quotes report. The Comments field will appear in the Invoice Detail dimension (when you Analyse by Invoi...
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Jennifer Kelly commented, Official commentThis is a good question as we start to emerge from Covid-19. Some businesses may have seen a surge in sales while others lost business or lost customers, so it is time to focus on what the future m...
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Jennifer Kelly created a post, AnsweredHow do I create a sales report by customer by item for the last 3 years?
A client has asked is it possible to do a sales report by customer by item for the last 3 years? I can only see this comparing it against 2 years.
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Jennifer Kelly commented, Official commentHi Brooke, great question. Our default Analyse Sales II reports all show Qty sold, Total Sales $ (which is the actual net invoiced amount) etc but we also capture the following columns/dimensions: ...
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Jennifer Kelly created an article, QuickBooks Desktop Features missing from QuickBooks Online - BI4Cloud Filling the Gap
Are you moving from QuickBooks Desktop to QuickBooks Online and find some reporting functionality you rely on is now missing? BI4Cloud Business Intelligence is a 3rd Party App on the QuickBooks App...
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Jennifer Kelly created an article, Inventory Slow Movers
Quickly identify Inventory that is not selling One of the best ways to identify slow moving and dead stock is to focus on items that have not sold for a while. This Article covers the following: R...
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Jennifer Kelly commented, Official commentYes suggest you run the Customer Card List report. This runs over your whole Customer Card master-file and allows you to filter to focus on a select group of customers and generate a list that can ...