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Microsoft FRx Training

Microsoft FRx is designed for high volume, presentation quality financial reporting. FRx has been sold along with many mid-market ERP systems beginning in the early 1990’s and it is estimated there are as many as 100,000 sites still using FRx today. The MSX Group delivers FRx training using the Microsoft curriculum which is ERP system independent, and is designed to enable accountants and finance professionals to gain complete control of their financial reporting. All training courses are led by MSX Group Certified Instructors, who each bring many years of report design experience into the classroom.

 
Click Here for a List of MSX Group Class Dates

 
MSX Group training classes are primarily offered in the virtual classroom. However, traditional classroom or onsite training can be requested. Students can request a certificate of completion that may be submitted for CPE credit.

 

Click the classes below to expand for details.

Introduction to Microsoft FRx

This six hour hands-on training course utilizes a scenario-based approach to learning Microsoft FRx. The class is based on the Microsoft Essentials I curriculum, but in abbreviated form, designed to provide maximum instruction without a large time commitment. The course provides a strong basis, working through multiple exercises to walk students through the process of creating new financial reports from scratch. In addition, attendees will become comfortable working with and modifying existing reports and building blocks including reporting trees. Taught from a best practices perspective, the class provides everything a new user needs to become confident and competent building and working with reports in FRx.

Class Fees: $395/attendee

 

This FRx training course is ideal for:

  • New Users and Consultants
  • Experienced users who want to increase their report design efficiency
  • Users who are new to a company and have inherited an existing suite of FRx reports

Register | Course Outline

This course is primarily offered as an online virtual training course. An MSX Group Certified Instructor will lead the class. Attendees will be able to view the instructor’s screen while simultaneously working in their own , locally installed training environment. Classes may be conducted using GoTo Meeting for screen sharing to allow attendees to view the instructor’s screen. The attendee may request a certificate of completion that may be submitted for 5 hours of CPE credit.

This class can also be conducted live at your office or another designated site. Contact training@msxgroup.com to inquire about private classes.


Microsoft FRx Report Design Essentials – I

This two day hands on FRx training course covers the report design skills you need to create, maintain and distribute a presentation quality set of financial reports using Microsoft FRx.  The course covers the creation of the fundamental financial reports such as trial balance reports, balance sheets, profit and loss reports, departmental reports, trended reports, side by side reports, variance reports and expense analysis.  This FRx training course covers the best practices associated with the power and flexibility of the reporting tree structures going into detail on when to use reporting trees, how to create and maintain reporting trees.  Many important tips and tricks are disclosed related to navigation, calculations, formatting, check totals, and other topics designed to increase accuracy, reduce maintenance and speed up the monthly closing process. Students will receive a certificate of completion that can be submitted for 14 hours of CPE credit.

 

This FRx training course is ideal for:

  • New Users and Consultants
  • Experienced users who want to increase their report design efficiency
  • Users who are new to a company and have inherited an existing suite of FRx reports

Register | Course Outline

This course is currently offered only by specific request as an online virtual training course or onsite. Attendees will receive a training manual and an installation cd. The attendee will install the application locally. An MSX Group Certified Instructor will lead the class through the manual during the two-day class schedule. Classes may be conducted using GoTo Meeting for screen sharing to allow attendees to view the instructor’s screen. At the completion of this two-day class, the attendee may submit a certificate of completion for 14 hours of CPE credit.


Microsoft FRx Report Design Essentials II – Advanced Report Building

This two day hands on FRx training course covers the topics you need to gain complete control of your financial reports. This course is designed for the experienced user who wants to create a more comprehensive suite of financial reports or is faced with more challenging report design requirements. This FRx training course covers reports such as statements of cash flow, consolidating reports, reports that include statistical amounts and complex calculations, and reports that produce allocations. Also covered are the techniques required to pull in data from Excel for as either non-financial amounts or budget amounts used of variance reporting. Other advanced topics covered include the use of effective dates for automatic building block selection, relational reporting for percent of sales type calculations, as well as advance formatting tips and tricks. Students will receive a certificate of completion that can be submitted for 14 hours of CPE credit.

 

This FRx training course is ideal for:

  • Intermediate and Advanced users who wish to gain expert level product efficiency

Register | Course Outline

This course is currently offered only by specific request as an online virtual training course or onsite. Attendees will receive a training manual and an installation cd. The attendee will install the application locally. An MSX Group Certified Instructor will lead the class through the manual during the two-day class schedule. Classes may be conducted using GoTo Meeting for screen sharing to allow attendees to view the instructor’s screen. At the completion of this two-day class, the attendee may submit a certificate of completion for 14 hours of CPE credit.


Customized Remote/Onsite Delivery

The MSX Group offers training for individual companies that is customized to fit your specific general ledger and budgeting requirements. These training classes may be delivered either onsite or remotely depending on your preference and can follow our standard curriculum as outlined above, or be tailored to meet your specific requirements withing your own environment. This is ideal for multiple users and may include both budget training and setup. Please contact us by email for more information.