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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

FRx SP10 and CS Currency Rounding on the First Row

November 22, 2008 By Jan Lenoir Harrigan CPA 4 Comments

I just found this workaround for the CS currency rounding issue. Found it on the FRx forum at microsoft.public.com. By default, FRx adds the currency format to the 1st row of every report. SP10 has not been allowing the rows with CS to round properly. The commenter was … [Read more...]

Filed Under: FRx Tagged With: Currency Rounding, Report Design, Rounding

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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

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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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