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This one-day course is designed for the person responsible for creating and
maintaining the company's financial statements.
This course emphasizes the skills necessary
to utilize the Windows based FRx Financial
Report Writer using Expandable's data files
to develop a Balance Sheet, an Income Statement
and link to a spreadsheet.
The course will consist of lecture, discussion
and hands-on student workshops.
At the completion of this course the participants
will be able to:
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Build the Row Structure
from the Expandable Chart of Accounts
for the Balance Sheet |
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Build the Column Structures
for the Balance Sheet |
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Use the Catalog of Reports
to connect the Rows and Columns to generate
the Balance Sheet Report |
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Build the Row Structure
from the Expandable Chart of Accounts
for the Income Statement |
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Build the Column Structures
for the Income Statement |
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Use the Catalog of Reports
to connect the Rows and Columns to generate
the Income Statement Report |
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Use the Drill Down function
to get a closer look at the Expandable
transactions |
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Export and import demo
report formats |
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Create a budgeted income
statement by linking to a spreadsheet
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Prerequisite: The student
MUST have a working knowledge of Microsoft Windows
(e.g. know how to manipulate a Mouse and
how to maneuver within Windows). The student
must also be able to navigate within Expandable. There are NO exceptions to these prerequisites.
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