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


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:

  • 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


Examples






Download this sample file

Download



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