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Color Coded Budget Variances Using FRx and Excel

January 3, 2007 By Jan Lenoir Harrigan CPA Leave a Comment

Using conditional formatting in Excel to fool with FRx budget variances Well, here's where we're going to go today: 'stoplights', or red color coding, for unfavorable budget variances. You do know we're going to Excel for this, right? Here's the initial budget variance report … [Read more...]

Filed Under: FRx Tagged With: Budget Variance, Excel, Export

FRx Currency Translation with DAX

December 28, 2006 By Jan Lenoir Harrigan CPA Leave a Comment

Overview of FRx's add-on currency translation module Now that currency translation with Excel is out of the way, here's a brief overview of how it's done with DAX, an FRx add-on. I'll show a translated balance sheet first, then a consolidated income statement. So here's the … [Read more...]

Filed Under: FRx Tagged With: Currency, DAX

FRx Currency Translation with Excel

December 28, 2006 By Jan Lenoir Harrigan CPA Leave a Comment

Overview of FRx currency translation using Excel This is going to be just a brief overview! There are a couple of ways to handle currency translation with FRx. One way is by linking to an Excel worksheet. (I had to do this in London a few years back...tough job but someone's … [Read more...]

Filed Under: FRx Tagged With: Currency, Excel

Reminder to Change FRx Budget Book Codes for 2007

December 27, 2006 By Jan Lenoir Harrigan CPA Leave a Comment

Updating FRx's Budget book codes IF you're on a calendar year, and IF your budget codes in your GL are based on year (such as Budget2007), don't forget to change your budget book codes in FRx. Wait until after the December reports are run. … [Read more...]

Filed Under: FRx Tagged With: Budget, Report Design

Chris Scherpenseel leaves FRx

December 22, 2006 By Jan Lenoir Harrigan CPA Leave a Comment

Chris Scherpenseel, CEO of FRx Software, left the company in the Fall of 2006. He is the new CEO at Cadre Technologies, Inc. No word on who's taking over, and the FRx website does not list a CEO. … [Read more...]

Filed Under: FRx Tagged With: News

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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

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My second manual—12 more reports:
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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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