How to create proforma financial statements

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Posted on by Dedra Shores

Although my company owns Great Plains, Forecaster, and FRx we create our budgets in excel and upload to GP. We want to move away from that. I have a couple of questions.

1. If I upload a 2011 income statement to GP and provide the beginning balance, what is the proper Frx format to produce a related balance sheet.

2. Is this even possible just using GP and FRx as our Forecaster has not been fully implemented.

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sandipdjadhav 18,306 on at

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Dedra,

I will talk to my Financial Controller how he/she want Financial Statement ? In short designing Financial Statement or any other reports its depend on user take user input if he has any previously design/printed Financial Statement ?

FRX has some Sample Financial Statement you can show to your FC and design same !!

Thanks

Sandip

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