Three FRx Tips To Help With Your New Year's Budgets And Reports

Updated June 25, 2026 · Originally published January 4, 2010

For those of you who will be using Microsoft’s FRx Report Writer for your year-end reports and 2010 budgets, here are some helpful shortcuts from one of our FRx experts at the TM Group, a Microsoft Dynamics partner in Michigan:

 Tip #1 

A common request this time of year is to provide a copy of the trial balance in an electronic format for auditors.  Microsoft FRx Report Writer is the best tool for fulfilling this request.  It can easily be done by importing the chart of accounts into a row format, creating a column layout that includes the General Ledger account codes, description and actual year-to-date amounts.  If you have multiple segments in your account format ask your auditors if they want the accounts in summary or in full detail.   If you use the automatic import method to help build your rows, be sure to remove all of the entries that tag the account as a credit account.  The auditors may also have other requests including the year’s beginning balance and net change in addition to the ending account balances.  When you generate the report be sure to include accounts with zero balance and choose Excel as the destination option and the file will be ready for the auditors.

Tip #2 

If you are creating a new FRx report and you are using an Excel report as your template, you can take a shortcut by copying the column with the report row descriptions from Excel and pasting this into a new row format in FRx.

Tip #3

Another common question comes up when you need to add rows at the end of your FRx report.  You insert rows just like you do in Excel: highlight a row, right click and select to insert row, this adds a row above the one you highlighted.  If you need more rows at the very bottom you simply click on your computers down arrow key and new rows will be opened.    This same trick works for columns: simply click on the right arrow button on your keyboard.

By the TM Group, a Michigan Microsoft Dynamics Partner specializing in Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics NAV, and Microsoft Dynamics CRM

The TM Group (TMG) is now part of Technology Management Concepts (TMC), creating one of the most comprehensive Microsoft-focused consulting organizations in North America. By bringing together decades of expertise across Dynamics 365, Power Platform, Microsoft 365, Azure, Copilot and business applications, we're building the Microsoft partner you'll never outgrow.

Together with TMC and PowerApps911, The TM Group now offers expanded capabilities, deeper technical expertise and a broader team of specialists to help organizations modernize, automate and grow with Microsoft technology. While our name has evolved, our commitment to delivering trusted guidance and exceptional client service remains the same.

Learn more about what this means in practice in our latest post, Six Months In: What the TMG and TMC Merger Looks Like in Practice, and explore additional resources at abouttmc.com.