Construction/Project report samples - Acumatica

Modified on Wed, 20 Sep 2023 at 10:00 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 and an Acumatica generic inquiry designed to illustrate basic usage. 


Coverage

This sample report for Acumatica demonstrates:

  • Project dashboard

  • Project Portfolio performance summary

  • Project invoice information (similar to an Aging Accounts receivables report)

  • Invoices (Accounts Receivables Aging Report by Project)

  • Detailed Project status report

  • Detailed Work In Progress report

  • Costs over time demo

  • Project Forecast demo


Examples







Download this sample file

Download sample file



Important: You may also need to download the Generic Inquiry required by this sample report pack by clicking the below download button and following one of these instructions:
- Installing Velixo for Acumatica
- Updating the Acumatica Customization Package 

Download Velixo's Generic Inquiry required by this report


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