What reports do you usually run in my system?
For our financial model, we pull the Profit Loss Statement and Balance Sheet. For our customer and product models, we will pull Sales Data (Sales by customer detail, customer contact list) and Vendor Data (check detail). These reports vary depending on what system you are running to manage your business.
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4ID Business Guidance System V1.1 User Guide
Attached please find a pdf of the User Guide.
4ID Business Guidance System V1.1 Release Notes
Business Guidance System v1.1 Release Notes Release Date: December 2, 2024 Version: v1.1 Business Guidance System for Advisors v1.1 is officially released to production. This version reflects the latest features and updates. Below is a summary of the ...
How often do you update the data?
We update our financial models monthly after you close your books. We pull reports to load the financial data on either the 10th or 20th of the month, whatever works better for you. Customer and Vendor data is pulled the first week of the month and ...
How do I log in to view my data?
Using your Microsoft 365 login, 4ID will share the app into your account. During the review meeting, you will receive an email that includes a link to the 4ID BGS app. Click on that link, and it will take you directly into the 4ID Business Guidance ...
4ID BGS Terminology Standards Document
Attached please find the 4ID BGS Terminology Standards Document.