Financial demo report templates - MYOB Advanced

Created by Damien Zwillinger, Modified on Tue, 30 Jan 2024 at 06:09 PM by Harry Lewis

Applies to

  • Velixo NX
  • Velixo Classic
  • MYOB Advanced



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.

To help you learn or demonstrate most features of Velixo, this article provides a set of sample templates (in one Excel workbook) that are preconnected to our MYOB Advanced demo environment.


This workbook includes the following sample reports (and may include more):

  • P&L

  • P&L (Trailing 12 Months)

  • Profit Dashboard

  • Cash Flow Forecast

  • Weekly P&L

  • Budget Writeback demo (with different allocation method)

  • Journal Writeback demo - Insurance Liability Accrual 

  • Trial balance

Report previews

Download this sample file


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

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