
Jennifer Kelly
Activity overview
Latest activity by Jennifer Kelly-
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 ...
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Jennifer Kelly commented, Official commentIt sounds like having additional information will help you to chase your outstanding receivables? Customer POThe Customer PO field from MYOB sales invoices appears in the Aged Receivables report un...
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Jennifer Kelly commented, Official commentHi VINOD SHARMA, I can see how it would be helpful for you to have a column that calculates the GP% based on your budget numbers to then compare to the actual % you achieve by Job. I have attached ...
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Jennifer Kelly commented, Official commentStarting with the Bi4 Inventory on Hand or suggest instead using the Bi4 Item Sales v All Inventory report as a starting point you are able to set a Filter to select only items where the Minimum st...
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Jennifer Kelly created a post, AnsweredUse Minimum Stock/Inventory Level to help with re-orders
A Client recently asked:We want to be able to run a stock report that will show the Item Number, Item Name, Current Stock Level, Minimum stock level, and available stock (current stock level less c...