FRx - PFW Financial Reporting Solution

Financial Reporting Solution

FRx software unleashes the financial reporting and consolidation power in your Platinum for Windows general ledger system. This proven technology places financial reports at the fingertips of managers throughout your enterprise. FRx is flexible, powerful, and has a user-friendly, familiar Windows interface. With FRx, reporting is the beginning of the financial analysis process, not the end.

FRx Version 6.0 Brochure (61k PDF format)

FRx Software products:

Create custom formatted financial reports to meet the needs of decision makers at every level in your organization

Work directly with Platinum for Windows accounting system to create reports maintained by management and accounting professionals, not programmers

Are designed by CPAs and financial experts in conformance with Generally Accepted Accounting Principles (GAAP)

Operate in a client/server, n-tier environment

Simplify the reporting transition for companies moving from legacy to client/server environments

Summary:

FRx is an advanced, graphical reporting tool that works with leading client/server accounting systems. It consolidates financial information from multiple databases, platforms, and servers. Additionally, FRx imports key information such as budgets or statistical data from spreadsheets.

With FRx, you design report "templates" that can be used at any time. First you define how you want the rows and columns of your reports to look. Next, you combine these "building blocks" with a custom reporting tree. A reporting tree establishes the relationship between the various responsibility units in your company and sets your reporting structure apart from your chart of accounts.

You create a reporting tree by defining an account template for each reporting unit (i.e. division or department code) and then you arrange those account templates into the reporting hierarchy of your choice. You can even tailor your reports for different users by creating multiple reporting trees that are independent of the others. Additionally, each unit in your reporting tree can draw data from different databases, even those residing on different networks or file servers. Simply specify the unique company code in the reporting tree and FRx locates and accesses the appropriate data, subject to predefined security controls.

With FRx, you can create virtual roll-up reporting units that do not exist within your chart of accounts. These roll-up units provide amazing flexibility for companies with changing reporting structures, without impacting data entry procedures.

After customizing reports that meet your users needs, you can view, print, e-mail to remote users, or export them to many commercially available spreadsheets.

With FRx you can:

View reports on screen using the Drill-Down Viewer

Drill-Down from financial summary information into account and transaction details

E-mail reports to remote users

Export and import reports to and from many commercially available spreadsheets

Include complex calculations including conditional "If, Then" statements in your reports

Drag and drop units in your reporting tree to see the financial effect of restructuring

Create virtual roll-up structures that do not exist in your chart of accounts

Prepare and distribute presentation quality reports using customized fonts, colors, and other formatting options

Report on both posted and unposted activity

Compare items like revenue and expense figures for different departments through the creation of side by side comparison reports

FRx Standard vs. Advanced
Feature	Standard	Advanced
Presentation Quality Formatting
Drill-down to Transaction Detail
Supports Remote Drill-Down Viewer
Include Unposted and Statistical Data
Export FRx Data to Spreadsheets
Include Spreadsheet Data in Reports	No
Roll Up Levels Outside Chart of Accts
Multi-company Consolidations	No
Number of Reporting Trees	1	Unlimited
Number of Reporting Levels in Tree	2	9
Drag-and-Drop Restructure of Tree
Use Cleaver to Resegment Accounts
FRx Security Features	No
Number Of Spec Sheets For Production Companies	1	Unlimited
Report Launcher	No

Advanced Version is best suited for companies that:

Have multiple departments and cost centers
Have multiple companies with consolidation requirements
Maintain budgets or other data in spreadsheets and want to include such data in financial reports (such as budget-to-actual variance reports)
Need various financial views of the organization, such as reports by function, by geographic location, by sales manager or other
Frequently restructure or reorganize departments and cost centers

Reports:

The following reports are in Adobe Acrobat® format. You can download the latest version of Acrobat Reader from the Adobe web site.

You can download any of the specific reports that you want by clicking on the report name below, or you can download all the reports as one zip file.
file size: 240k

Balance Sheet

Tabular Balance Sheet

Side by Side Balance Sheet

Balance Sheet with Ratios

Cash Flow Report

Income Statement with a % of Net Sales Calculation

Income Statement

Regional Profit and Loss

Rolling Quarter Income Statement

Rotated Departments and Expenses

Row Linking B/S and I/S

Side by Side Income Statement