Accounts receivable report samples - Acumatica

Created by Damien Zwillinger, Modified on Tue, 30 Jan 2024 at 06:06 PM by Harry Lewis

Applies to:

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


TABLE OF CONTENTS


Purpose

To help you learn to create your own Velixo reports, this article provides a sample template designed to illustrate basic usage of General Inquiries and Pivot tables applied to an Aging Accounts Receivable use case. 


Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them.  You many also want to refer to How to Modify Velixo Sample Reports.


Coverage

This workbook includes the following sample reports:

  • AR Aging overview

  • AR aging by customer

  • Detailed Accounts Receivable report


Examples




Demo video




Download this sample file

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