Jennifer Kelly
Articles
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Should I allow each Sales Rep or User to login to Bi4Cloud or just send them emails?
The advantage of providing users with a separate login to Bi4Cloud is you can restrict what each of the users can access. You can restrict people to: their area of work, e.g. Accounts Dept can be ...
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Workbooks - Known Issues
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...
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Using Jobs to run Departments or Cost Centres - With Monthly Job Budgets
Using Jobs is a great way to separate out and report on different Divisions, Departments or Cost centres in MYOB. However, if you also want to maintain monthly Budgets it is not possible to mainta...
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Add Users and User Access
This article covers: How To Add New BI4Cloud Users Add User Restrictions User Types (Admin or Standard) How To Add New BI4Cloud UsersSelect User Admin to add new users and control user access.See ...
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Use Job Headers to group similar Jobs together
If you have numerous Jobs and you are drowning in detail you will find it difficult to understand your job profitability and see trends in your business. Why not Categorise your jobs into similar...
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Can I get a copy of a past invoice?
Looking for Copies of Old Invoices? Each time your credit card is charged for your BI4Cloud subscription you will immediately be emailed a Tax Invoice to your Billing Email Address. This email also...
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Month End P&L - Ultimate Budget Forecast Report
Ultimate Month-End Profit & Loss ReportThe BI4 Ultimate Budget Forecast report provides a traditional P&L with Actual, Budget and Forecast in pre-calculated columns grouped in Month-To-Date (MTD)...
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Sales - Which Customers have Stopped buying?
One of the most common reports we are asked for by salespeople is not what IS selling and who to, rather they are more interested in finding which of their regular customers: Are NOT buying - Often...
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Changing Rows (Analyze By)
Easily create new reports by simply changing the data displayed in the rows. 1. Analyze by - for a simple change of row data Some examples of changing the Analyze by field. Sales Workbooks Op...
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Can I change the email used for Invoice delivery?
Billing Email Address can be Changed - After you have Subscribed By Default we automatically use the original Admin User's email address to deliver Tax Invoices whenever we charge your credit card....