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You are here: Home / Archives for Jan Lenoir Harrigan CPA

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

July 14, 2011 By Jan Lenoir Harrigan CPA 8 Comments

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 … [Read more...]

Filed Under: FRx Tagged With: Documentation, FRx Replacement

Using FRx or Management Reporter for Nonprofit Financials

July 5, 2011 By Jan Lenoir Harrigan CPA 8 Comments

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 … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Management Reporter, Nonprofits, Report Design

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

June 13, 2011 By Jan Lenoir Harrigan CPA 2 Comments

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 … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Excel

Management Reporter v1 for Epicor News

June 10, 2011 By Jan Lenoir Harrigan CPA Leave a Comment

Word has it that Epicor will no longer support Management Reporter for Epicor E9. Stay tuned for more details. … [Read more...]

Filed Under: Management Reporter Tagged With: FRx Replacement, Management Reporter

FRx and Management Reporter News from Convergence

June 3, 2011 By Jan Lenoir Harrigan CPA 3 Comments

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 … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Currency, FRx Future, Management Reporter, Migration, News

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"I'll teach you the simplest & fastest way to use M-R and still wind up with accurate reports."

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About

Hey! I'm a CPA and I specialize in Management Reporter and FRx. [Sometimes with a side of snark.] I've been doing this for 22 years (yikes). But when I'm not working I can be found reveling in live music & pizza trailers at home in Austin Texas! —Jan Lenoir Harrigan More

Learn Management Reporter

Why fight with Microsoft's manual? Life is too short as it is.

My first manual—4 foundation reports:
covers-i-2d
My second manual—12 more reports:
covers-ii-2d
My third (and hopefully last) manual—cashflow:
covers-iii-2d

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All Hat, No Cattle?

Watch out—a few unscrupulous consultants are lifting copyrighted original content from several sites, this one included, and passing it off as their own. I'm hacked off and I don't mind naming names. Bottom line—be very careful about whom you hire!

"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur."
—Red Adair

Who I Work With

I work with zillions of companies who run Dynamics GP, AX and SL.

And lots of other consultants.

So I work with accountants who need accurate financials to help close the books. Not to mention present to the Board.

I don't sell or install MR. [How smart am I?]

FRx is Toast

FRx is toast—and I hope you're getting rid of it soon—but just in case someone still needs to learn it:

  • FRx in 8 Hours—Introduction 
  • FRx in 8 Hours—Intermediate

BTW, if you're on Dynamics, you can migrate to MR, but you should know there are other options. Choose what's best for you.

New to MR?

Here are 3 essentials to know before you start.

Background—back in the day, FRx was a famous midmarket report writer from a small agile company in Colorado. Then it got acquired. [Sigh]

Now it's owned by Microsoft. They rewrote it and rebranded it Management Reporter.

The two are very much alike and much of the FRx content here also applies to MR.

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