Acumatica Report Templates and Samples register

Created by Damien Zwillinger, Modified on Mon, 10 Jun 2024 at 08:15 AM by Aljun Talle

Applies to

  • Product version: Velixo Classic, Velixo NX
  • ERP: Acumatica, MYOB Advanced, Cegid XRP Flex, Jamis Prime, HIAA, Haufe x660
  • Functional area: All
  • Plan: All
  • Template type: Sample template, Demo template, Production Report template


TABLE OF CONTENTS


Overview


This article lists all Velixo Templates for Acumatica-based ERPs, built by Velixo. A definition for a Production Template can be found here.


Please click the Template link to navigate to the documentation article for that template. Our documentation is comprehensive and will describe and guide you through the Template, how to configure and use it, and will let you download it.


Production Report Templates register


CategoryModuleIndustryCodeNameCurrent versionRelease date
ReportingGLAllAC-GL-RT1Profit and Loss Summary1.1Jun 10, 2024
ReportingGLAllAC-GL-RT2Balance Sheet Summary1.1Jun 10, 2024
ReportingGLAllAC-GL-RT3Trial Balance1.1Jun 10, 2024
ReportingGLAllAC-GL-RT4Cash Flow Statement1.1Jun 10, 2024
Budgeting/ ForecastingGLAllAC-GL-BT5Operating Income Budget Writeback LY Actuals1.1Jun 10, 2024
Budgeting/ Forecasting
GL
AllAC-GL-BT6
Balance sheet Budget Writeback LY Actuals
1.1Jun 10, 2024
Budgeting/ ForecastingGLAllAC-GL-BT7Cash Flow Forecast (budget-based)1.1Jun 10, 2024
Budgeting/ Forecasting
GL
All
AC-GL-BT8
Profit and Loss Forecast (budget-based)1.1Jun 10, 2024
Budgeting/ Forecasting
GL
All
AC-GL-BT9
Balance Sheet Forecast (budget-based)1.1Jun 10, 2024
ReportingARAllAC-AR-RT10AR Aging Summary by Customers1.1Jun 10, 2024
ReportingAPAllAC-AP-RT11AP Aging Summary by Vendors1.1Jun 10, 2024
ReportingGLAllAC-GL-RT12GL Transaction Details1.1Jun 10, 2024
ReportingGLAllAC-GL-RT13Consolidated Profit and Loss Summary1.1Jun 10, 2024
ReportingGLAllAC-GL-RT14Consolidated Balance Sheet Summary1.1Jun 10, 2024
Budgeting/ ForecastingGLAllAC-GL-BT15Profit and Loss Budget Accuracy Analysis1.1Jun 10, 2024
Budget/ ForecastingGLAllAC-GL-BT16Balance Sheet Budget Accuracy Analysis1.1Jun 10, 2024



Sample Templates register


For a list of available Sample Templates please visit the Samples folder.


Demo Templates register


For a list of demonstration templates, please visit the Demo folder.









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