Acumatica Report Templates and Samples register

Created by Damien Zwillinger, Modified on Thu, 18 Apr 2024 at 09:57 PM by Aljun Talle

Applies to

Product version: Velixo Classic, Velixo NX
ERP: Acumatica, MYOB Advanced, Cegid XRP Flex, Jamis Prime, HIAA, Haufe x660
Functional area: All
Plan: All
Template type: Sample template, Demo template, Production Report template

TABLE OF CONTENTS

Overview
Production Report Templates register
Sample Templates register
Demo Templates register

Overview

This article lists all Velixo Templates for Acumatica-based ERPs, built by Velixo. A definition for a Production Template can be found here.

Please click the Template link to navigate to the documentation article for that template. Our documentation is comprehensive and will describe and guide you through the Template, how to configure and use it, and will let you download it.

Production Report Templates register

Category	Module	Industry	Code	Name	Current version	Release date
Reporting	GL	All	AC-GL-RT1	Profit and Loss Summary	1	Jan 18, 2024
Reporting	GL	All	AC-GL-RT2	Balance Sheet Summary	1	Jan 18, 2024
Reporting	GL	All	AC-GL-RT3	Trial Balance	1	Jan 18, 2024
Reporting	GL	All	AC-GL-RT4	Cash Flow Statement	1	Jan 18, 2024
Budgeting/ Forecasting	GL	All	AC-GL-BT5	Operating Income Budget Writeback LY Actuals	1	Jan 18, 2024
Budgeting/ Forecasting	GL	All	AC-GL-BT6	Balance sheet Budget Writeback LY Actuals	1	Feb 12, 2024
Budgeting/ Forecasting	GL	All	AC-GL-BT7	Cash Flow Forecast (budget-based)	1	Feb 12, 2024
Budgeting/ Forecasting	GL	All	AC-GL-BT8	Profit and Loss Forecast (budget-based)	1	Feb 12, 2024
Budgeting/ Forecasting	GL	All	AC-GL-BT9	Balance Sheet Forecast (budget-based)	1	Feb 12, 2024
Reporting	AR	All	AC-AR-RT10	AR Aging Summary by Customers	1	Apr 19, 2024
Reporting	AP	All	AC-AP-RT11	AP Aging Summary by Vendors	1	Apr 19, 2024

Sample Templates register

For a list of available Sample Templates please visit the Samples folder.

Demo Templates register

For a list of demonstration templates, please visit the Demo folder.