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

Management Reporter: How to Round a Balance Sheet and Why to Be Careful

May 10, 2011 By Jan Lenoir Harrigan CPA 1 Comment

This is an excerpt from my new training manual Creating Reports in Management Reporter I—How to Create 4 Foundation Reports. Be careful when rounding a balance sheet! Background—earlier in this chapter, I had rounded a balance sheet to whole dollars (in the report definition on … [Read more...]

Filed Under: Management Reporter Tagged With: Management Reporter, Rounding

My New Management Reporter Training Manual is Ready

April 7, 2011 By Jan Lenoir Harrigan CPA 1 Comment

I've just finished writing Creating Reports in Management Reporter I—How to Create 4 Foundation Reports. It's a downloadable self-study tutorial, so you can begin learning immediately. Cheers—I'm off to celebrate! Jan … [Read more...]

Filed Under: Management Reporter Tagged With: Management Reporter, Training, Training Manuals

FRx for AX deadline—need more drilldown viewers?

March 18, 2011 By Jan Lenoir Harrigan CPA Leave a Comment

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 … [Read more...]

Filed Under: FRx

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

March 18, 2011 By Jan Lenoir Harrigan CPA 8 Comments

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 … [Read more...]

Filed Under: FRx Tagged With: GL Index

Whitepaper—7 Options for Replacing FRx

March 2, 2011 By Jan Lenoir Harrigan CPA 50 Comments

Sooner or later, you’re going to have to replace FRx. You’re not going to have a choice. Here’s how you can have some semblance of control over that event. And maybe even come away looking like a hero. Just on the off-chance that you haven't heard, Microsoft has announced … [Read more...]

Filed Under: FRx Tagged With: FRx Replacement

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

Search—try this 1st!

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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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