Jennifer Kelly
Articles
-
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 ...
-
Plans & Pricing
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 p...
-
Announcing New Beta Release of BI4Cloud WorkBooks
We are excited to announce the upcoming Beta release of the new BI4Cloud WorkBooks functionality from 16 Dec. WorkBooks is Reports re-imagined While we know you rely on the flexibility and depth of...
-
Sales Orders - Managing Customer Expectations
Keep your customers informed by knowing who is waiting for what Getting a Sales Order is often only the beginning. If you are waiting on inventory to arrive or you need to build products to order,...
-
Bi4Cloud + Xero : P&L Reporting
Flexible Xero P&L reporting using Bi4Cloud Xero Profit & Loss data can be presented in a variety of ways. Changing the style of presentation can help users to better understand how a business is pe...
-
Payment - Add Payment details/Add users/ Change plans
PAYMENT TAB BI4Cloud Admin users can access the Payment Page to: See Current Subscription plan and Expiry date Choose A Plan Upgrade to Change Plan or Add Users / Company files Update Credit car...
-
Profit & Loss Reporting - Getting Started
Profit & Loss data can be presented in a variety of ways. Changing the style of presentation can help users to better understand how a business is tracking be it compared to budget, compared to p...
-
Favourite Reports - Default Date Ranges
Many of the Standard Favourite reports are set to run for the full Financial year. Easily change the Default Date Range in any report to any of the Dynamic Date Ranges, save as a new Favourite and ...
-
Sales - Understand your Margins
Improve your margins by watching this video - (skip ahead to the section of interest) BI4Cloud Business Intelligence makes it easy to understand your margins on inventory sales and then invest...
-
BI4Cloud + Xero : Tracking Category Hierarchy
Using Xero Tracking Categories is a great way to capture divisions or segments in a business while keeping a simple Chart of Accounts. Tracking Categories allow you to report on sales and the profi...