Jennifer Kelly
Articles
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Eliminate Inter-company Accounts & Transactions
When consolidating together multiple entities it is often necessary to eliminate inter-company balances & transactions. Using BI4cloud there are a number of ways to achieve this, choosing the b...
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Favourite Reports - Focus your attention (View By Top 10 or Top 20)
Drowning in detail? Focus your attention on the Top and Bottom performers. Instead of Viewing All of your Items or Customers keep an eye on the Top 10 or 20, maybe you should drop the Bottom 10? C...
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Classic - Create, Save, Share & Schedule your Own Favourites
This article is for Legacy reports, for new WorkBooks see Create and Share WorkbooksCreate Favourites specifically for YOU To get the best value from BI4Cloud this article explains how to: Save a N...
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Advanced Balance Sheet
Advanced Balance Sheet Introduction The Advanced Balance Sheet provides greater flexibility and more details than regular balance sheet reports by implementing the following features Balance Shee...
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Focus on Overdue Receivables
Filter Aged Debtors to Focus on Large and or Overdue Balances Set a Filter to report on only certain overdue or large invoices. To filter Aged Debtors to only report on say invoices that are more t...
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Comprehensive User Manual - How to download
Looking for a more Comprehensive User Manual than the Online User Guide? Your software comes with a very comprehensive User Manual in PDF format. See attached pdf document - IR User Guide
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Forgot your Bi4Cloud Password
If you did your sign up with Sign Up with Xero or SignUp with Intuit and you access Bi4Cloud through thta autentication then you need to reset your password in those applications If you signed up w...
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Report by "Ship to" not just "Invoice to" Address in MYOB
Most of the standard Customer Sales reports are based on the address of the Customer that is Invoiced (Bill to address) and not the address that the goods are "Shipped to". BI4Cloud now lets you ...
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Customer Sales Rep v Salesperson - What is the difference?
Many accounting systems have two separate places where you can allocate a "Salesperson". It is important to first understand how your business operates and which of these methods best suits you. Th...
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Salesperson Commission - Calculate based on Gross Profit not Sales
It is much better for your business to calculate Salesperson Commissions: Based on Gross Margin rather than Total Sales Based on Invoices Paid not just Invoices raised. This provides your Sa...