FRx Training 1 Day JumpStart
I do lots of FRx Training and have recently added a One Day FRx JumpStart. This is a shorter version of the 2 day FRx Training course. We complete your Balance Sheet and Income Statement, and other content is determined by whatever other reports you need to complete. In essence, I cover enough to allow your users to hit the ground running and be on their way to completed month-end reports.
This is a partial list of what you’ll learn in the 1 Day FRx JumpStart Training:
- How to most efficiently navigate FRx
- How to create reports with drilldown capability
- How to view an existing report without regenerating it
- How to use a check total to ensure accuracy
- How to create departmental P&Ls
- The 2 methods to use when a report is out of balance
- Flexibility: the relationship between the row format and reporting trees
- Exporting to Excel so that each location, division, or department is on its own worksheet
- How to best deal with FRx’s archaic printing capabilities
- How to round a balance sheet
- How to create calculations and the easiest way to format them
- Most-used settings in the catalog and header
- The two regular actions that will prevent FRx corruption
I start with a trial balance and convey the most-often used concepts and tricks, winding up with a bottom line net income with which to tie out the remaining reports. After the initial trial balance, for the most part I let your users do the hands-on. The more hands-on you get, the more you learn.
Which reports will we complete? At a minimum, we finish your Balance Sheet and Income Statement before I leave at the end of the day.
If you’re interested, here’s what I need to know:
- What’s your FRx version? (Help>About 6.7.xxxx)
- What’s the experience of users (beginner, intermediate)?
- How many users are to be trained?
- Are there any specific issues you want covered?
- How many Designer licenses do you have? (Admin>Organization, Maximum Users) This impacts the number of users who can be trained.
Cost—The one day JumpStart is usually $2,800 including all travel expense.
Timeframe—If Southwest flies to your city, I can sometimes arrive onsite inside of a week if you’re in a hurry!
1 Day FRx JumpStart Testimonials
“The training really was a tremendous help and will simplify/streamline our reporting. You were professional, organized and utilized the time well…Thanks again.”
—Patricia Evans, Accounting Manager, Broadmead Inc.
