F9 for The Financial Edge and You

"I wish I could edit the appearance of this Income Statement." "My supervisor needs this Balance Sheet to appear in a specific format and I am unable to create it." "I love the flexibility of Excel and wish I could create my Financial Reports using it.”  Over the years I have heard these requests and issues several times.  There is a good chance that if you are reading this, you have either wished for or experienced the same.  In the past, solutions to these problems were limited but now there is an option that will bring a smile to your face.  It’s called F9 for The Financial Edge (F9) and it was developed in partnership with Infor. 

F9 is an Excel tool that directly integrates with your General Ledger data.  It gives you the ability to create reports from scratch, either using your own formulas or through the comprehensive Reporting Wizard.  You have 100% control and flexibility, and it is easy to use.  There is a saying that describes the ease of F9; “If you know Excel, you know F9!” 

F9 also allows you to keep saved reports and recalculate the data by simply pressing one key: that’s right, F9.  Anyone in your office can use F9 as long as they have F9 and The Financial Edge installed on their workstation.  Therefore, you can create a report and send it to another user to review.  That user then can make formatting edits to the report and easily recalculate. 

I am very excited about this new offering, which will be available in quarter four of this year.  If you have questions or would like additional information, please take a look at our F9 user guides or contact your account manager.