ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica. Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter. This saves many hours trying to recreate all of your reports.
Benefits of FYISoft:
- Email/distribute reports easily to individual users or to a distribution group.
- Send results in Excel or PDF format to users.
- Set security at the report organization (tree) level, to restrict users to certain departments or sub-accounts.
- Drill down is available to the account or transaction level.
- Organizations (trees) can be auto-built from your chart of accounts.
- Users can copy/paste straight into a Row to build a report.
- There is an audit feature to search for building blocks for missing accounts.
- Allows for ranges of accounts and complex formulas in the Row.
- Group reports into packages and run all at once.
- Organize reports into folders.
- Preview reports before they are completed, to view the layout of the report.
- Report scheduling allows the users to schedule reports to run at a certain time of day automatically.
- Users can be set up as viewers, requestors or designers, restricting them to the functions related to each role.
- User-friendly interface with a very easy learning curve.
Here is an example of the report generation screen from FYIsoft. Notice some of the features:
The building blocks of a financial report include Rows, Columns and Trees. Mix and match to multiply your number of report combinations.
Here is a sample Row. Note the GL mapping field, the calculations and the account groups:
Here is a sample Column. Note the Actual vs. Budget and Variance calculation columns. Take a look at the dynamic headings:
Here is a sample Organization (tree). Note the wildcards and rollup levels:
If you’d like more information, pricing, or to discuss if FYISoft is the right fit for your business, contact your Client Account Manager at Crestwood or email us at firstname.lastname@example.org.