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 AgingDynamic AR AgingMonthly reconciliation
Download ReportDownload ReportDownload Report


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 InquiryDownload AR General Inquiry
Download AR General Inquiry

Download AP General Inquiry

Download IN General Inquiry



For more information about General Inquiries for Acumatica, please visit:



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