FRx Training Manual: FRx in 8 Hours—Intermediate

February 16, 2010: I have just finished writing this FRx 6.7 tutorial. Just like its predecessor Introduction, it’s a full color step-by-step self-study tutorial.

This course covers 6 reports and lots of concepts for saving time and using FRx more effectively. It’s 116 pages and is designed for FRx 6.7. Cost is $165 (plus sales tax if you live in Texas). Downloadable immediately in PDF format.

Prerequisites: Before using this manual, you should have a good basic understanding of FRx: how to create an accurate report from scratch, how to enable drilldown capability, how to navigate efficiently, how to find missing accounts. This manual is the continuation of FRx in 8 Hours—Introduction which covers basics as well as numerous ways to use FRx efficiently.

Table of Contents: FRx-in-8-Hours-Intermediate-Table-of-Contents

Sample Pages: FRx-in-8 Hours-Intermediate-Sample-Pages

These are the reports that I cover in this course…enjoy!

Income Statement Trend (January through December)
Income Statement (MTD and YTD) with Percent of Revenue Columns
Budget Variance (MTD and YTD)
Side by Side Departmental (Departments in Columns) using Account Filters
Side by Side Departmental using Reporting Units
Consolidating Balance Sheet

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“Jan was extremely professional and helpful. Her twelve years of experience with FRx was clearly evident. With Jan’s help and guidance, our reports today are streamlined and accurate. We enjoyed working with Jan and would highly recommend her.”

—Rick Givens, CFO, Commonwealth Orthopaedics, Washington DC area
FRx Training Manuals
I've written 4 step-by-step training manuals—2 FRx and 2 MR—and 1 whitepaper:
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4/4/5 Analytical Accounting Average Daily Rate Back Up Best Practices Budget Variance Calculate Average Calculation Priority Calculations Cash Flow Chaining Charting Charts Check Total Column Placement Crystal Reports Currency Currency Rounding DAX Drilldown Events Excel Export FRx Future FRx Replacement Headcount Keyboard Shortcuts Launcher Link Management Reporter Migration News Page Setup PDF Period Numbers Report Design Rounding Shortcuts Simplify SP10 Spec Set Training Vertical Lines View Subtotals XBRL
About Jan

Hey I'm a CPA and I specialize in FRx and Management Reporter. Been doing this for 16 years. But when I'm not working I can be found reveling in live music & taco trucks at home in Austin Texas! More
"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur." —Red Adair

Build It For Me: Need a monthly close package but there just aren't enough hours in the day? Maybe you need reports for auditors or a 10K or 10Q. I can create FRx or MR versions that will save lots of time. Or I can add a new report—cashflow, anyone? I normally combine this with light training via a web meeting so you stay in the loop.

Teach Me To Build It: You might need a monthly close package but want to know how to build it yourself. I'll spend from 1 to 5 days onsite with you helping your user(s) understand FRx or MR while creating the reports that will help you close the books. Get everything set up correctly from the beginning.

Maybe you just need a little troubleshooting or a quick review? Get a few questions answered or some suggestions. We can discuss electronic distribution or chaining or best practices or whatever you like. Often I can talk you through adding a new report. We'll do a web meeting so I can see your screen. Contact me with your GL and FRx or MR version and we'll go from there.

FRx Training Manual: FRx in 8 Hours—Intermediate

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