- Check Rows: Add check rows to the bottom of your FRx row formats. For example, in an income statement row format add one check row which includes all revenue and expenses (e.g. 4000 to 9999) that equals net income. You can make this check row no print and add another TOT row which sums your Net Income TOT row and the Check Row.
- Exception Reporting: Use the Exception Reporting feature in the FRx Catalog (Report Options | Advanced tab) to report on missing and/or duplicate accounts in the row format. The exception report can then be seen in DDV under View | Exception Report or under File | Print.
- Reports that use Trees: Generate the report with a tree and without a tree to make sure the tree does not miss or duplicate GL data. The summary unit of the tree should reconcile to the same report that does not use a tree.
1:30 pm Budgeting in Prospero from the E...
Budgeting in Prospero from the E...
Nov 19 @ 1:30 pm – 2:30 pm
The end-user experience tremendously impacts budget and forecast perception and acceptance. Derek Krebs reviews the end-user process for data input and review of budget data in Prospero. Email Derek directly with any questions prior to[...]
10:30 am Microsoft Forecaster – It’s not ...
Microsoft Forecaster – It’s not ...
Nov 20 @ 10:30 am – 11:30 am
A Dynamics Communities webinar! Discover how easy it is to prepare your budget based on last year’s setup, or starting from scratch using Forecaster. MSX Group will walk you through the steps needed to get[...]
11:00 am Introduction to Management Reporter
Introduction to Management Reporter
Nov 21 @ 11:00 am – 5:00 pm
This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an[...]
12:00 pm Management Reporter – Fun with R...
Management Reporter – Fun with R...
Nov 21 @ 12:00 pm – 1:00 pm
Join us for this informative 1-hour or less ‘Management Reporter – Fun with Reporting Trees: Consolidations, Distribution, Security’ webinar.
11:00 am Advanced Management Reporter
Advanced Management Reporter
Nov 22 @ 11:00 am – 5:00 pm
Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and[...]
12:00 pm Dynamics Communities R&B Fridays
Dynamics Communities R&B Fridays
Nov 22 @ 12:00 pm – 1:00 pm
R&B Friday’s: Financial Reporting and Budgeting Open Discussion with the Experts R&B Fridays are all about helping Dynamics users get the most out of the reporting and budgeting tools available. Topics may include tips for[...]
10:30 am Management Reporter and D365 Rep...
Management Reporter and D365 Rep...
Dec 11 @ 10:30 am – 11:30 am
A Dynamics Communities webinar! Join MSX Group as we explore all you need to create a functional Statement of Cash Flow and other advanced reports.
12:00 pm Management Reporter – Q&A: Get y...
Management Reporter – Q&A: Get y...
Dec 12 @ 12:00 pm – 1:00 pm
Join us for this informative 1-hour or less ‘Management Reporter – Q&A: Get your Questions Answered’ webinar.