Infor F9

What is Infor F9?

Generate strategic insights from Excel

Infor F9 is a user-friendly Microsoft Excel add-on that quickly presents a real-time view of business information. With just the push of a button, F9 formulas can calculate anywhere in Excel – returning results in seconds. The solution helps build reusable dynamic reports, which gives users more time to analyze their results and focus on strategic planning.

Highlights

Dynamically links general ledger data to user-defined custom financial reports in Excel

Allows managers to view, recalculate, and detail individualized reports

Maintains a library of all scheduled and distributed F9 reports

Multi-currency support

Integrated with more than 150 financial systems

Fast deployment and familiar Excel interface deliver immediate ROI

The intuitive report creation wizard in Excel means no programming or IT support is required

Features and benefits

Complete financial reports

Infor F9 offers a rich set of features, with wizards to create reports, analyze results, and get more details. Infor F9 formulas are fast and support specific ERP filters. Finance can share reports, while role-based access provides optional account security. Create reusable dynamic reports in Microsoft Excel with the F9 add-in. Preschedule Excel reports to recalculate data for distribution automatically based on time or based on events.

Connect to more data

Connect to data on-premises or in the cloud through a SQL database, spreadsheet, or cloud application like QuickBooks. Consolidate data without writing code. Recover existing budget balances from the general ledger, create new F9 budget scenarios from actuals, and create accurate forecasts in Excel.

A reporting solution that simplifies the complex

Infor F9 is a powerful financial analysis and reporting solution that provides speed, flexibility, and ease of use to more than 30,000 customers worldwide using more than 150 ledgers. Infor F9 dynamically links your general ledger data to Microsoft Excel. No manual export or entry is required, giving you more time to analyze data and focus on strategic planning.

Report Writer

Report on various budgets and forecasts and write to GL

Consolidate GLs with different structures or from different systems

Analyze by various criteria, such as reports from multiple companies or departments

Easily add charts, buttons, and backgrounds to your reports

Report Viewer

Recipients can independently view, filter, and analyze report data

Explore any cell-based formula and analyze individual balances and transactions.

Change the parameters to recalculate formulas in any range

Dynamic links to GL data ensure that the data is timely and accurate

Scheduling hub

Schedule and pre-schedule reports based on time or event

Output reports with multiple formats

Generate new reports from the filters and conditions of a source report

Integrated support for SMTP servers for email notifications

User account security

Restrict access to data based on user roles

Control F9 functionality for specific users

Set security based on GL dimensions by company, division, department, year, or balance type.

System Requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD/SSD: 50 GB of free space on main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported Operating Systems

Mac OS X 10.5x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks), and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS