Dynamic AR/AP aging with Inventory & Reconciliation report samples - Acumatica
Modified on Wed, 20 Sep 2023 at 10:02 PM
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 General 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
This workbook includes 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
- AR Aging - detailed
- Inventory - detailed
Examples
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 |
![]() | ![]() | ![]() |
General Inquiry required by this AP sample pack: | General Inquiry required by this AR sample pack: | General Inquiries required by this Reconciliation sample pack: |
![]() | ![]() | ![]() Download AP General Inquiry Download IN General Inquiry |
For more information about General Inquiries for Acumatica, please visit:
- Generic Inquiry Videos
- Installing the Acumatica Customization Package
- Updating the Acumatica Customization Package
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article