FRx

Mar.

11

2013

Heading to New Orleans for Convergence?

by Jan Harrigan CPA

I am! It’s one of my favorite cities in the entire world.

There are lots of Management Reporter sessions to boot. You can go to the Convergence 2013 website, to the session catalog, and do a search on keyword ‘management reporter’. That will pull up the latest schedule.

I took this with my iPhone last April. I love the architecture!

But for a change of pace, I thought I’d tell you about what I love about New Orleans. I started going when I was about 20. Almost didn’t come home! Honeymooned with my husband there. And have been back many times. I always experience something new about this place. The art, history, music, architecture, food, and people make me fall in love with the city every single time I go.

[click to continue…]

{ 2 comments }

Jul.

25

2012

Upgrading to Management Reporter? How to Review FRx

by Jan Harrigan CPA

How to Review FRx in Preparation for Migration to Management Reporter

If you’ve decided to upgrade or migrate from FRx to Management Reporter, the first step is to review your existing FRx reports. Here’s how to review and pare down your FRx reports to make the migration easier: [click to continue…]

{ 4 comments }

Top Four Things Beginners Should Know About FRx

September 1, 2011

I recently ran up to Dallas to give the FRx presentations at GPUG’s BIFocus event. Today I’m going to share a very small portion of my “FRx for Beginners” presentation—the top four things that newcomers should know about FRx. Following that, I’m going to depart from business-only content and share some fun facts about Cowboys [...]

Read the full article →

Video: How to Create a Trend Report in FRx

September 1, 2011

Hey this is an FRx how-to video that I did a while back. It’s my first screen recording, and the volume is low, so I meant to re-record it. Well…THAT never happened. So here you go as-is. This is how to create a trend report—January through December side by side. (Definitely works just the same [...]

Read the full article →

FRx Replacement: How to list your existing FRx reports in Excel

July 14, 2011

One of the first steps in replacing FRx is understanding what your existing FRx reports are. And it’s really helpful to see them in a list so you don’t have to keep scrolling through the catalog. Here’s how to create a list in Excel without cracking into the Access database (disappointing, I know, for you IT enthusiasts): In [...]

Read the full article →

Using FRx or Management Reporter for Nonprofit Financials

July 5, 2011

I’ve done a lot of work for nonprofits over the last couple of years, and I’ve come to one conclusion—they’re all different! Just like for-profit companies, they each have their own idiosyncracies and their own reporting requirements. What a surprise, huh. But there are some things that you’ll see in many nonprofits, and that’s what today’s post [...]

Read the full article →

How To Create a Pivot Table from an FRx or MR Report

June 13, 2011

A Pivot Table is an extremely powerful feature in Excel, one that is probably underutilized in many companies. It’s just so cool to be able to move ’tiles’ around and analyze your data a jillion different ways. Even though pivot tables can be sort of intimidating, they’re not hard, and today I’m going to walk [...]

Read the full article →

FRx and Management Reporter News from Convergence

June 3, 2011

Well OK—Convergence was back in April and now it’s June! Sorry—no excuses! So without further delay, here are some of the main discussion points around FRx and Management Reporter. BTW, some discussion was official, some not so official. {smile} Migration from FRx to Management Reporter Download and print the migration documentation. There’s a lot of (nitpicky) [...]

Read the full article →

FRx for AX deadline—need more drilldown viewers?

March 18, 2011

Word on the street is that AX is coming off the price list on April 1, 2011. Heads up—that means that you won’t be able to buy more licenses. Maybe more importantly, more drilldown viewer licenses. If you plan to stick with FRx for a while, you’ve got just a couple of weeks to determine [...]

Read the full article →

What to do about Accounts that won’t show up in FRx

March 18, 2011

Got a new account that won’t appear on a report?   You’ve added it to your chart of accounts, and to your FRx row format. You know you have data posted to it. But it just won’t show up on the report no matter what you try. Same thing for new budget book codes. Here’s [...]

Read the full article →

← Previous Entries