Financial demo report templates - Acumatica

Created by Damien Zwillinger, Modified on Fri, 02 Feb 2024 at 05:34 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex 



To help you learn Velixo, this article provides a Demo template designed to illustrate basic usage of the Financial functions, as well as Budget Writeback and Journal Writeback. 

Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them.  You many also want to refer to How to Modify Velixo Sample Reports.


This workbook includes the following sample reports (and may include more):

  • P&L

  • P&L (Trailing 12 Months)

  • Profit Dashboard

  • Cash Flow Forecast

  • Weekly P&L

  • Budget Writeback demo (with different allocation method)

  • Journal Writeback demo - Insurance Liability Accrual 

  • Trial balance

Sample Screens

Download this sample

Financials Report


Download the sample

Payroll Budget file

(linked to in the Financials Report)


💡 Having trouble downloading the files?
Simply right-click the link and select Save link as 

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