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FRx in 8 Hours—Introduction Table of Contents

Posted By Jan Harrigan CPA On Wednesday, June 18, 2008 @ 11:36 am In | No Comments

This is the detailed Table of Contents from the FRx Training Manual I wrote called FRx in 8 Hours—Introduction:

Introduction

Using the FW Company

Sharing this Document

Company Setup

Use the Same Names

Standard Windows Functionality

No Undo Button!

Using Your Own Row Codes

Explore on Your Own

Critical Points

Use the Blog

Version of FRx Used in This Manual

Account Structure for the FW Company

Chart of Accounts

Segment 2 Location/Division

Segment 3 Department

Chapter 1—Basics

Primary Concepts in this Chapter

Main Screen

Mix & Match Building Blocks

Natural Account in Row, Subaccounts in a Tree

Chapter 2—Trial Balance

Primary Concepts in This Chapter

Trial Balance 1st Glance

Creating the Row Format

Basic Formatting and Totaling

Creating the Column Layout

Creating the Report Catalog

Generating the Report

Drilldown Viewer

Enabling Drilldown to Account Level Detail

Chapter 3—Balance Sheet

Primary Concepts in This Chapter

Balance Sheet 1st Glance

Creating the Row Format

Creating the Column Layout

Creating the Report Catalog

Widening a Column

Page Setup and Headers/Footers

Applying Fonts

Improving Default Headers and Footers

Generating the Report

Rounding Adjustments

Font Creation

Applying Custom Fonts

Indenting

Seeing Bold Fonts in the Drilldown Viewer

Navigation

Chapter 4—Income Statement

Primary Concepts in This Chapter

Income Statement 1st Glance

Creating the Row Format

Formulas and Sign Flips

Calculations and Formatting

Using a Check Total

Creating the Column Layout

Concept of Base

Creating the Report Catalog

Generating the Report

More on the Drilldown Viewer

More on Page Setup and Headers/Footers

Navigating Between Catalogs

Copying Headers/Footers Between Catalogs

Generating the Report

Chapter 5—Departmental Income Statement

Primary Concepts in This Chapter

Departmental Income Statement 1st Glance

Reporting Tree Theory

Creating a Reporting Tree

Account Structure Placeholders

Experimenting with New Trees

Creating the Department Reporting Tree

Title/Description is used in Report Header

Adding a Tree to the Report Catalog

Generating the Report

Select Reporting Units

Ensuring Accuracy

Conditional Formatting

Chapter 6—Extras

Primary Concepts in This Chapter

Print Selection Dialog

Consolidations

Exporting to Excel

Using Clone to Create New Catalogs

Forcing Zeros

Exception Reporting

Using Tree Options to Automate

Report Catalog Filename

Error Messages

Renumbering Rows

Compact Spec Set

Backup

Related Reading

Index

About the Author

 

 


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Copyright © 2010 Jan Harrigan CPA. All rights reserved. Contact: jlh@jharrigan.com