Now that currency translation with Excel is out of the way, here’s a brief overview of how it’s done with DAX, an FRx add-on. I’ll show a translated balance sheet first, then a consolidated income statement.
So here’s the balance sheet for Canadian dollars translated to US Dollars: Read More »
This is going to be just a brief overview! There are a couple of ways to handle currency translation with FRx. One way is by linking to an Excel worksheet. (I had to do this in London a few years back…tough job but someone’s gotta do it.)
So here’s what a working copy of your report might look like, with Functional currency on the left, translation rate in the middle, and reporting currency on the right: Read More »
IF you’re on a calendar year, and IF your budget codes in your GL are based on year (such as Budget2007), don’t forget to change your budget book codes in FRx. Wait until after the December reports are run. Read More »
Hands down, the best technology I’ve implemented in 2006 is the Treo 700p talking to an Exchange server.
OK so I’ve been a Palm user since the early days of the Palm Pilot. And I thought I had died and gone to heaven when the Treo 600 came out. But the 700 just goes one step beyond. Read More »
If you use Outlook, you need this book! It’s made an incredible difference in my workday, and I feel MUCH more organized and in control. My email inbox is empty at the end of the day, which is sort of a miracle. I was used to storing about 150 emails there, thinking to follow up. Right.
Total Workday Control Using Microsoft Outlook: The Eight Best Practices of Task and E-Mail Management by Michael Linenberger
Price $16.99. Small investment has paid off big time for me.
Chris Scherpenseel, CEO of FRx Software, left the company in the Fall of 2006. He is the new CEO at Cadre Technologies, Inc, http://www.cadretech.com/ChrisScherpenseel.asp
No word on who’s taking over, and the FRx website does not list a CEO.
Got a report that’s tough to see? We call those ‘real estate’ problems, or too many columns on a page, so that the font gets really small. Here are some ideas.
You could shrink the column widths by one or more. Be sure to test on the consolidation or the unit that has largest numbers. If you see stars (ok, asterisks), you’ll know you’ve gone too far. Read More »
Not to be outdone, here're the dates for Sage Summit, the Sage customer conference:
November 3-6, 2007 at the New McCormick West Convention Center in Chicago!
This tip will allow you to run an FRx income statement summarized on one of your subaccounts. When I show this in a training class, everyone thinks this is very cool. It’s called View Subtotals. Read More »
If you use a Microsoft general ledger (Great Plains, Solomon, Navision, Axapta, or Office Accounting), then you might want to think about attending their annual customer conference, Convergence. It’s in San Diego this year. March 11-14, 2007.
Last year it was in Dallas and there were several valuable FRx sessions. Always good to find out from the horse’s mouth what’s going on. Read More »