November 2006

Nov.

30

2006

Graphing with FRx

by Jan Harrigan CPA

Using FRx with Excel to create financial charts and graphs

While FRx doesn’t exactly have any inherent graphing capabilities, it can be used in conjunction with Excel to create a graph that automatically updates when the FRx report is refreshed. Here’s how.

1. First, choose or create the FRx report you want to graph.
2. Export it to excel, noting the filename and location.
3. If you choose ‘activate workbook’, Excel opens with your report.
4. Open a NEW worksheet and create your chart. (The Chart Wizard is a big help if you’re new to charting.) [click to continue…]

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Nov.

29

2006

Viewing FRx Reports in Outlook

by Jan Harrigan CPA

Viewing an FRx report in Outlook—but without email

What’s the 1st thing you do at work every day? Even before coffee, it might be open Outlook to view email. You might be very interested in seeing a daily cash & equivalents balance, for instance, from within Outlook and without opening FRx. [click to continue…]

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Nov.

29

2006

Welcome

by Jan Harrigan CPA

Welcome to FRxBuzz, the tips, tricks and news blog about financial reporting with FRx Software.

I am a CPA and I specialize in FRx, and I write about how to use FRx more effectively. Most of my posts come directly from things that I run across in consulting engagements that I think other users would benefit from.

Oh by the way, these posts are primarily for current FRx users and presume a passing familiarity with the FRx user interface.

These posts involve things like Viewing FRx report in Outlook without email (for your CFO for instance), using FRx with Excel on Graphing with FRx and creating Color Coded Budget Variances, how-to’s such as Creating PDFs, report design for tough reports like Creating Quarter To Date Reports, and the Top 12 FRx Tricks I’ve gleaned over the years. See the folders on the right hand side of this page for more. Or use the search box.

New to FRx? Or At Capacity?

New to FRx though? And need some help? Some companies just get help from their VAR (reseller), but others have industry-specific or unusual requirements, and want to carve out the financial reporting piece for an FRx specialist’s attention.

Consulting

If you want information about consulting engagements, see FRx Consulting. I don’t do Crystal or SQL Server or ERP implementations (although I used to!). FRx is all I do. And I’m always happy to hear about an upcoming FRx project.

These Tips will work with FRx for any General Ledger

Did you know that FRx integrates with about 50 different GLs? The ones I see most often are Dynamics GP, Dynamics SL, Sage (MAS 500, MAS 200 and MAS 90) and Epicor. But I also see FRx used with Dynamics AX, Dynamics NAV, Viewpoint, Platinum, SyteLine, Clarus (aka SQL Financials), Epicor iScala, and even JD Edwards a few years back. There is also an FDM (financial data mart) version which links FRx to a completely custom GL. In every instance, however, FRx user interface remains the same (although Axapta and Navision use a Dimension Wizard before you ever get to the FRx interface). So all these tips, tricks and ideas will apply to every GL. For more information, see the post at FRx Works With Lots of GLs.

Location

I’m in Austin, Texas, about a 3 hour flight to the east coast and 3.5 hours to the west coast.

Experience

Have been consulting with FRx since 1995. Time flies!

Cheers! Jan

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