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



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.



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



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 AgingDynamic AR AgingMonthly Reconciliation
Download Report

Download Report

Download Report

Generic Inquiry required by this
AP sample pack:

Generic Inquiry required by this 
AR sample pack:

Generic Inquiries required by this Reconciliation sample pack:
Download AP Generic InquiryDownload AR Generic Inquiry
Download ZIP file with all 7 required Generic Inquiries



💡 Having trouble downloading the file?
Simply right-click the link and select Save link as


For more information about Generic Inquiries, please visit:

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