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
Coverage
Sample Screens
Download this sample file

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

Download

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