Do you offer trial versions of XL Reporter (XLR) Consolidation module for evaluation purposes?

1. No. We do not offer trial versions. We will do our best to help you evaluate XLR to insure that it meets your consolidation needs.
2. Money back guarantee on specific reports. If you're concerned that it will not create specific critical reports for your business you're welcome to send us sample reports and we will confirm whether or not XLR can create those reports for you.

Does the Consolidation Module handle Multi-Currency?

1. Yes. Customers typically store exchange rates in statistical/unit accounts within their ERP system (i.e. account numbers: 999-9000-01 to 999-9999-01). Where the database is simply being used to store exchange rates to be pulled into reports to calculate off of.
2. The two exchange rates being stored for each period would be 1) The average monthly rate 2)The month end exchange rate.
3. Customers can also store exchange rates in a regular Microsoft Excel spreadsheet and reference that spreadsheet to calculate the reporting currency for each foreign database.

Is the Consolidation Module “live” on the ERP system and how will this effect performance?

1. No. The Consolidation modules use a consolidation database (data-warehouse) to generate a “consolidated” company database.
2. The benefit of using a data-warehouse as opposed to doing a “live” consolidation on the ERP system is that there will be less of a drain on the ERP system (which will effect users of the ERP system) when running reports. Also the reports run faster than that of other consolidation tools which consolidate “live” on the ERP system.
   1. (i.e. Customers have told us that they have managed to consolidate 9-10 times faster using XLR GL Consolidations compared to that of FRx).
3. You would set up a schedule to regularly ‘refresh' the Consolidation database by uploading a new database. You can schedule daily, weekly, monthly, hourly, etc updates. We recommend not more than once a day so that you'll know when the data is refreshed.

Can I pick and choose which companies I consolidate?

1. Yes. The Company ID is appended to every single transaction in the Consolidation module.
2. The Company ID field becomes a ‘dimension' in XL Reporter. This means that you can group, filter and sort by the Company ID, Company Name, etc.
3. Therefore, you can easily pick and choose which companies you want to ‘roll-up'.