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Jennifer Kelly

  • Total activity 238
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Activity overview

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

    Worksheets - Rename, Copy, Move or Delete

    1. Quick Start
    2. Change Reports

    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...

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

    Account 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 Tabs which present a variety of P&...

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

    Create, Save & Share your own Custom Workbooks

    1. Quick Start
    2. Change Reports

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

    • 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. This Workbook runs over Sales Invoices and its made up of multiple individual Worksheets which allow you ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jennifer Kelly commented,
    Official comment
    1. Community
    2. Help creating new BI4Cloud reports
    3. Customer first sales transaction

    Yes 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...

  • Jennifer Kelly created an article,

    BI4Cloud WorkBooks - Staged Release

    1. Dashboards
    2. WorkBooks

    We are excited to announce we have commenced the staged release of the new BI4Cloud WorkBooks functionality. New Workbooks Login Once we migrate you to Workbooks you will continue to have access to...

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

    Workbooks - Known Issues

    1. Technical FAQ
    2. Workbooks FAQs

      1. Safari browser and iPad users may find some features unavailable and it is recommended they use You should use Google Chrome or Microsoft Edge.  2. Bi4 supports many accounting products includ...

    • Edited
    • 1 follower
    • 0 comments
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  • Jennifer Kelly commented,
    Official comment
    1. Community
    2. New Feature Requests
    3. Can you add the Comment field to the Sales-Orders-Quotes report?

    Hi 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...

  • Jennifer Kelly commented,
    Official comment
    1. Community
    2. Help creating new BI4Cloud reports
    3. How do I create a sales report by customer by item for the last 3 years?

    This 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...