Financial report samples - Acumatica

Modified on Wed, 20 Sep 2023 at 09:59 PM

Applies to

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



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. 


This workbook includes the following sample reports:

  • 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


Download this sample file


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