Dynamic AR/AP aging with Inventory & Reconciliation report samples - Acumatica
Created by Damien Zwillinger, Modified on Tue, 10 Oct 2023 at 12:44 PM by Harry Lewis
Applies to:
- Velixo NX
- Velixo Classic
- Acumatica, MYOB Advanced, Cegid XRP Flex
TABLE OF CONTENTS
Purpose
To help you learn Velixo, we are providing you with those sample Excel workbooks designed to illustrate usage of Generic Inquiries, pivot tables, General Ledger functions through an Accounts Receivable, and month-end Reconciliation scenarios.
These sample reports demonstrate:
Period-Sensitive or dynamic AR/AP Aging Reports, i.e., with the ability to select a period
Performing Monthly Reconciliations for AR, AP, and Inventory.
Coverage
These workbooks include the following sample reports:
Dynamic AP Aging sample
Dynamic AP Aging - detailed
Dynamic AP Aging summary
- Dynamic AR Aging sample
- Dynamic AR Aging - detailed
- Dynamic AR Aging summary
- Monthly reconciliation sample
- Reconciliation summary
- AP Aging - detailed
- AP Retainage - detailed
- AR Aging - detailed
- AR Retainage - detailed
- Inventory - detailed
Example Screens
Reconciliation
AP Aging - Details
AR Aging - Details
Inventory - Details
AP Retainage - Details
AR Retainage - Details
Download the sample files
Important: To use the sample reports, you will need to download the Generic Inquiries required by each sample report by clicking the download link for the inquiry and uploading that inquiry into the appropriate tenant of the ERP.
Dynamic AP Aging | Dynamic AR Aging | Monthly Reconciliation |
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Generic Inquiry required by this AP sample pack: | Generic Inquiry required by this AR sample pack: | Generic Inquiries required by this Reconciliation sample pack: |
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💡 Having trouble downloading the file?
Simply right-click the link and select Save link as
For more information about Generic Inquiries, please visit:
- Generic Inquiry Videos
- Installing the Acumatica Customization Package
- Updating the Acumatica Customization Package
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