Microsoft FRx - How to Enhance your Statement of Revenues and Expenses in FRx - Part II 
 
3/17/2010 
ALP Recording 

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 Class Description

Today you'll learn to:

  • Auto-generate appropriate column layout based on report month.

For example, choose "June," and the report columns would automatically be Current Month and YTD.  Choose "July," and the columns could be Current Month and Current Quarter-to-Date.  Choose "August," and the columns could be Current Month, Current Quarter, and YTD.  All done behind the scenes.

  • Use Row Linking so column layout defines row format.  
  • If you have segments – e.g. Programs, Regions, Depts, Cost Centers – with different revenue or expense row formats, this will simplify your presentation.
  • Create "auditor-style" side-by-side balance sheets
  • Want to present your balance sheet the way auditors sometimes do?  You know, Assets on the Left, and Liabilities and Equity (or Net Assets on the right)?  You'll learn how.

 Class Handout

 Other Materials of Interest

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