Avatar

Jennifer Kelly

  • Total activity 217
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 1 user
  • Votes 1
  • Subscriptions 115

Articles

Recent activity by Jennifer Kelly
Sort by recent activity Recent activity Votes

  • Analyse Sales & Margins - Quick Start

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Inventory Slow Movers

    1. Become an Expert
    2. Inventory

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Sales Reports - Training Videos

    1. Quick Start
    2. Video Tutorials

    This article includes the following videos: Cool Charts - Dynamic Sales Analysis Understand your Margins AR Aged Receivables - Instantly Improve your Cashflow Set Sales Budgets by Salesperson | Cu...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes

  • Getting Started FAQ

    1. Quick Start
    2. FAQ

    Answer your most common questions to get started using BI4cloud. How long is the Free Trial? There is a 14 day Free Trial and no Credit Card details are required. How often is my data updated? Acco...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Plans & Pricing

    1. Quick Start
    2. Subscription

    BI4cloud is available as a subscription service.  Visit the Payment Page and choose a: Month to month plan; or Yearly plan to save one month's subscription No minimum subscription period Compare pl...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Data Refresh - Cloud Files

    1. Technical FAQ
    2. Technical FAQ - Cloud Files

    IntroductionIf your subscription is for an Enterprise plan or Professional 5 plan then Bi4Cloud automatically refreshes data to the BI Cloud servers. This is done after 2am everyday so that the dat...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • MYOB ARLive - When and How to Force a Full BI4Cloud Data Refresh

    1. Technical FAQ
    2. Other

    First Full Data Sync The first time you connect an MYOB AccountRight Live file to Bi4Cloud  the Data sync  pulls all historical data. This is a FULL Sync.  This Full sync may take a long time if yo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Control the order in which BI reports will Subtotal/Group by

    1. Become an Expert
    2. Advanced Tips & Tricks

    Choose to sub-total by Account or Job Names in Alphabetical order (this is the default). Or choose to sub-total by the Account or Job number (Key) in Numerical order. Sub-total by Account Name in A...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Bi4Cloud + Xero : P&L Reporting

    1. Works With
    2. Xero

    Flexible Xero P&L reporting using Bi4CloudBi4Cloud helps solve the key challenges of using Xero for P&L Reporting.Overview of BI4Cloud P&L ReportingXero Profit & Loss data can be presented in a va...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • How can I see Gross Profit and Margin by Supplier?

    1. Technical FAQ
    2. Great Questions from our Users

    Knowing your Gross Profit and Margin by each supplier can help you to: Decide which suppliers to continue to work with  Negotiate better pricing with your suppliers To see Gross Profit by Suppl...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes