Questions & Answers

Q: Would your software export cash flow projected data by job/customer from Quickbooks? For example I need AP paid by job. This seems to be the most time consuming activity to pull manually to excel from Quickbooks.

A: No it only processes Profit and Loss data. To process different data formats a completely different matching algorithm would be required.

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Q: What I need to know is how to format the email the form generates. Do you have a script that gives me that control? Ideally, an XML document that inserts the submitted form fields so I can arrange the data to create the generated email.

A: You can send the data as an xml file ( https://bizpep.com/form1/ ) and then apply a xsl style to format the display anyway you like. You could do similar by setting the email as html ( https://bizpep.com/form1/ ) and using style sheets to set positioning and style. Both would require the use of tailored scripts and the document obbject model http://www.w3schools.com/htmldom/default.asp .

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Q: As an uninformed Excel person I have found your software helpful and informative. However, the quarterly 'total received' on the Income file is causing me much grief. The drop down menu does not drop down. The lines of arrows help but do not give me a solution. I have read the Help page and the Q and A pages but am out of ideas now. Is it something to do with the formula? I would be most grateful for your suggestions as I think this system will be very suitable for my small business.

A: The totals for Quarter as automatically summed from the values input in each month for the quarter. Inputs are only in the blue cells. The Quarter totals are all calculated by formula and should not be changed (there is no drop down for totals). If you continue to have difficulty send me a copy of your file as an email attachment and let me know exactly what the problem is and I can have a look for you.

Question and Answer Item 2058296 - Browse All Question and Answer Items

Q: I have a question with regard to inputs for break even analysis. How do variables like economic, political risks and other non-quantifiable variables affect break even calculations ? Are there taken into consideration ?

A: Not directly in standard break even analysis. Break even analysis is at a point in time, so if you are looking at current data ie revenue/expenses it already includes all internal and external environmental impacts. However if you build a business forecast using relative indicators ( https://bizpep.com/Input-Help.html#Relative-Indicators ) as applied in our forecast methodology areas such as Market Strength, Business Market Position, Level of Competition, etc are applied in developing the forecast and these do consider the future impact of these variables and apply them in a quatifiable manner. You can then calculate break even points for future years using the forecast values. This would allow future subjective variables to be considered in break even calculations, see https://bizpep.com/Breakeven-Help.html .

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Q: Downloaded the excel verison of Queuing Model for evaluation. I cannot open the file as it requires a password. Is there a way I can eval the product or do I need to puchase?

A: You should be able to open and extract the excel file from the download file. Then open the Excel file. In the Excel file input cells (blue) are not protected and are the only cells that should be changed for the software to function correctly. All input is via unprotected input cells, protected cells contain formula and should not be changed. The software is fully functional and the protection is in place to ensure the software formula and code is not corrupted. Please refer to the instructions sheet for details. If you continue to have difficulty please let me know exactly what you are doing and I can assist further.

Question and Answer Item 2058294 - Browse All Question and Answer Items

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