Financial demo report templates - Acumatica
Created by Damien Zwillinger, Modified on Mon, 20 Nov 2023 at 07:07 PM by Harry Lewis
Applies to:
- Velixo NX
- Velixo Classic
- Acumatica, MYOB Advanced, Cegid XRP Flex
TABLE OF CONTENTS
Purpose
To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage of the Financial functions, as well as Budget Writeback and Journal Writeback.
Coverage
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 file
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Simply right-click the link and select Save link as
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