Jennifer Kelly
Articles
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Super charge your Jobs reporting to Better Manage Project Type Jobs
Managing Project Type Jobs, Committed Costs, Job Budgets and monitoring WIP is made easy using the BI4Cloud Job Budget Analysis reports. These "Job Budget Analysis" Report Favourites, designed to ...
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Run Divisions or Cost Centres - Using GL Tags with Monthly Budgets
If your transaction data is already coded for divisions then you have a great start but if not you can use Bi4Cloud GL Tags to categorise your GL accounts to achieve Divisional reportingA well know...
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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...
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Item Sales v All Inventory: Track Inventory against Sales History
Track Inventory levels against past Sales History The Inventory v Sales Workbook reports on All Items in Inventory v Items that have sold over the past 12 months. To help with reorders it compares...
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BI4Cloud Subscription Prices
Monitor Transaction volumeThe purpose of setting transaction quotas is to provide fair value for small businesses and appropriate fee for service in larger businesses.Larger business can create lar...
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Accounts Profit & Loss - Advanced Formating
A Profit & Loss Report is special kind of report because the group totals in the report differ depending on the report type. This gives your business reporting flexibility to present the P&L in qui...
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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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BI4Cloud + Xero : Tracking Category Segment
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...
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Inventory Reorders - Know what to buy and when
Knowing what to order and when is critical for any wholesaler. Order too much and you tie up money in working capital, run the risk of product not selling or becoming obsolete., not to mention need...
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Cool Charts - Dynamic Sales Analysis
Watch a quick video overview Liven up your Sales meetings with this fun, visual and interactive Sales Analysis tool.Quickly see your top $Sales by: Sales rep Items, Product Groups or Brands Custo...