In today’s fast-paced business environment, accurate and timely financial reporting is crucial for informed decision-making, strategic planning, and intelligent reporting.

Infor F9, a robust financial reporting solution, emerges as a game-changer for organizations seeking to enhance their financial management capabilities. Offering seamless integrations with various ERP systems, Infor F9 provides dynamic, real-time financial reporting and analysis, empowering finance professionals to generate detailed financial statements and reports directly within Microsoft Excel.

In this article, we discuss the key features and benefits of Infor F9, exploring how it simplifies the complexities of financial reporting and provides businesses with the agility and insight to thrive in an increasingly competitive landscape.

Understanding Infor F9 General Ledger Reporting

Infor F9 is a robust, innovative financial reporting application that links Microsoft Excel to an organization’s general ledger (GL) to streamline reporting, consolidate data, and improve efficiency across business units. By providing a graphical representation and step-by-step procedure, Infor F9 allows users to create and access a finished report complete with F9 formulas, access reports that are dynamically hot-linked to the GL, and connect to data on-premise or in the cloud.

The Infor F9 solution is available for more than 150 ERP and accounting systems, offering the functionality to analyze reports based on multiple date ranges, conduct intelligent report auditing, and drill down into lists of account segments for further analysis.

How it Works

Infor F9 runs in Microsoft Excel, making it easier for customers to access up-to-date financial information and eliminate manual entries and exports with just the push of a button. This way, companies can not only create dynamic reusable reports but also free up more time to analyze the results of each finished report and drill down into critical areas as needed.

When a GL function is entered and copied into other cells in Microsoft Excel, the report grows and new data columns are created by copying or moving existing columns within the existing Excel sheet. This eliminates the need to manually re-enter numbers or functions when modifying or creating a new sheet.

By leveraging the power of Infor F9, users can:

  • Create report templates that sum transactions across date ranges
  • Access report refresh capabilities and accelerate processing speed
  • Leverage different parameters to report on balances
  • Conduct seamless report upgrades from F9 V5 to V6
  • Extend server-based reporting capabilities across the Infor landscape
  • Report on balances through different parameters

Key Features of F9 for Infor Customers

Excel-based reporting

F9 is designed to mirror Microsoft Excel, offering similar capabilities and seamlessly integrating with both GL and Excel spreadsheets to provide real-time access to critical business data and improve analytics through intelligent formulas.

By providing intuitive reporting features and a real-time view of critical financial data, Infor F9 enables users to accelerate reporting speed, improve data accuracy, and focus on more strategic initiatives.

Strategic insights

By leveraging predefined business logic to analyze and convert database and technical business information into business and accounting terminology, Infor F9 allows users to easily create reports, execute effective consolidations, and access dashboards for critical general ledger data.

Users can also access enhancements to the scheduling hub, data refresh functionality, and insert functions to generate strategic insights from Excel and create a graphical representation of critical business data.

Intelligent reports

Infor F9 V6 provides a single information hub that supports legacy Excel capabilities, including adding formulas, KPIs, and graphics to core reporting systems. This makes it easier for organizations to access dropdowns, refresh data, improve report scheduling, and enhance usability.

By automatically saving and aggregating data into the system, Infor F9 allows users to access up-to-date views of critical data without creating new reports.

Enhancements for a Better Financial Reporting Process

F9 report writer for real-time business insights

Enhanced report writer functionality allows users to manage report generation, automation, and distribution through intelligent scheduling options. Users can also access new features for drag-and-drop, dropdowns, and filtered results to calculate by worksheet, workbooks, or range, further eliminating the need to cut and paste data and accelerating the reporting process.

F9 viewer for quicker decision-making

With improvements to the F9 viewer, like using slice-and-dice technology to filter drill balances and creating sample reports based on trends, the solution helps organizations facilitate quicker decision-making and consolidate data without writing code. This way, managers can access, recalculate, and analyze individualized reports for key business information without relying on their finance teams.

F9 scheduling hub for report control and distribution

Infor F9 V6 offers intelligent features like report tree filtering, outputting for multiple file formats (i.e., PDF, XLSX, HTM, XLSM, etc.), and publishing tools that enable users to run and distribute hundreds of reports and associated data. By leveraging Infor’s rich suite of scheduling features, organizations can control all scheduled and distributed reports and improve data consistency across critical business units.

How Can We Help?

Whether you need help navigating a new Infor F9 implementation, consolidating key financial data and report functions across the enterprise, or ensuring data from external databases and applications is connected properly, Surety Systems is here to help.

Our senior-level Infor Lawson consultants have the skills and experience to understand your needs and prepare your internal teams for continuous improvement, regardless of the scope, scale, or complexity of your implementation or integration project.

Contact Us

For more information about our Infor Lawson consulting services or to get started on a project with our team of experts, contact us today.