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Need to learn Management Reporter fast? Before year end close?

December 22, 2015 By Jan Lenoir Harrigan CPA 2 Comments

If you've already got Management Reporter, and need to learn it so you can use it to help close the year faster I was furious. [For once, not at Microsoft!] Frustrated and overwhelmed. By new software. I was in over my head and just needed to get a few simple things done … [Read more...]

Filed Under: Management Reporter

New to Management Reporter? 3 Essentials to Know Before You Start

April 7, 2015 By Jan Lenoir Harrigan CPA 2 Comments

3 Essentials for Management Reporter Beginners I'll be short and sweet. [For those who know me, just a little joke.] What you need to know—I've boiled it down to 3 essentials: Start with the Main Account —aka Natural account or Object code. Don't try to mix in other … [Read more...]

Filed Under: Management Reporter Tagged With: beginner, essentials

Management Reporter CU7—Lots of New Stuff for AX Users

October 29, 2013 By Jan Lenoir Harrigan CPA 9 Comments

Significant for GP 2013 and SL 2011, but heads up for AX 2012 users Microsoft released Cumulative Update 7 for Management Reporter a week or so ago. Here's what's up: You can now Drill to Dynamics from the web viewer if you're running AX 2012, GP 2013, or SL … [Read more...]

Filed Under: Management Reporter Tagged With: Attributes, AX 2012, Currency, Drill to Dynamics, GP 2013, SL 2011

Clamoring for Cash Flow?

October 2, 2013 By Jan Lenoir Harrigan CPA 1 Comment

Ripping hair out over trying to do a cash flow in Management Reporter? I just finished writing my third Management Reporter training manual: Creating Reports in Management Reporter III — How to Create 1 Cash Flow Statement With 3 Variations and Optional Link to … [Read more...]

Filed Under: Management Reporter Tagged With: cashflow

Bug Watch—Be Careful with Print Date and Time in Footer

August 26, 2013 By Jan Lenoir Harrigan CPA 2 Comments

Careful with the codes that print the date and time They aren't working. I'm talking about @PrintDateShort and @PrintTimeShort. Here's a footer using these codes to show the date and time the report was generated: That's not what they're pulling though. When the report is … [Read more...]

Filed Under: Management Reporter Tagged With: Bug

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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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