MICROSOFT FRx
ESSENTIALS 1

Microsoft FRx Essentials 1: Beginning/Intermediate Report Design is a two-day class designed to cover the basic report design skills needed to create, maintain and distribute presentation-quality reports using Microsoft FRx. It also covers functionality for creating new reports and for distributing and analyzing a company’s financial information. Students will learn basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets.

This class is ideal for

  • New employees needing to learn the application for the daily use
  • Intermediate and experienced FRx users who would like to refresh their skills or develop broader proficiency
  • FRx software product resellers
  • FRx software corporation partners

Topics Included

  • Learn navigation and report creation in Microsoft FRx
  • Learn techniques to drill down, analyze, print and export from the FRx Drilldown Viewer
  • Explore ways to efficiently create and distribute many financial reports. This course is not designed to teach the accounting aspects of a trial balance or a balance sheet, but to use these basic reports to teach students to design more complex reports.
    • Trial balances
    • Balance sheets
    • Transaction detail reporting
    • Trended
    • Side-by-side
    • Actual vs. Budget (favorable/unfavorable)
    • Rolling quarters
  • Examine tips and tricks for increasing speed and accuracy of month-end close
  • Learn how to troubleshoot tough reports
  • Create presentation quality reports
  • Perform electronic distribution, including chaining, e-mail and sending reports to FRx WebView
  • Understand security settings within FRx
  • Learn many ways to improve your company’s financial reporting package

After completing this course you will be able to:

  • Create new FRx building blocks
  • Modify an existing FRx report
  • Distribute FRx reports through your organization
  • Troubleshoot FRx reports

Pre-requisites:

Students should have basic accounting knowledge as well as a working knowledge of Microsoft Excel.

No advance preparation required for this course.

Tuition:

$995

Solutions by Industry

What's New

The Future of ERP: Predictions for 2024

As we look to 2024, the future of ERP is rich with innovation and technological advancements. The integration of AI, the rise of cloud and mobile ERP, enhanced integration, and a focus on user experience are set to shape the ERP landscape. Read More

Submitted by Stephanie Dean on Thu, 12/07/23 - 5:00

Data Analytics and Business Intelligence in ERP: Leveraging Insights for Decision-Making

The integration of data analytics and business intelligence in ERP systems has significantly transformed decision-making processes in businesses. These tools unlock the potential of data, turning it into valuable insights that drive strategy and growth. Read More

Submitted by Stephanie Dean on Tue, 12/05/23 - 5:00

Enhancing User Experience in ERP

By adhering to the principles of simplicity, consistency, personalization, accessibility, and incorporating effective feedback mechanisms, businesses can create a user-friendly ERP environment that meets the needs of their users. Read More

Submitted by Stephanie Dean on Thu, 11/30/23 - 5:00

Whatever Your ERP Needs, We Have the Solution!

Or call us for a free consultation 866-379-3799