Acumatica Report Templates and Samples register
Created by Damien Zwillinger, Modified on Tue, 16 Jul at 9:35 AM by Gabriel Michaud
Applies to
- Product version: Velixo Classic, Velixo NX
- ERP: Acumatica, MYOB Acumatica, 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
| Category | Module | Industry | Code | Name | Current version | Release date |
| Reporting | GL | All | AC-GL-RT1 | Profit and Loss Summary | 1.1 | Jun 10, 2024 |
| Reporting | GL | All | AC-GL-RT2 | Balance Sheet Summary | 1.1 | Jun 10, 2024 |
| Reporting | GL | All | AC-GL-RT3 | Trial Balance | 1.1 | Jun 10, 2024 |
| Reporting | GL | All | AC-GL-RT4 | Cash Flow Statement | 1.1 | Jun 10, 2024 |
| Budgeting/ Forecasting | GL | All | AC-GL-BT5 | Operating Income Budget Writeback LY Actuals | 1.1 | Jun 10, 2024 |
| Budgeting/ Forecasting | GL | All | AC-GL-BT6 | Balance sheet Budget Writeback LY Actuals | 1.1 | Jun 10, 2024 |
| Budgeting/ Forecasting | GL | All | AC-GL-BT7 | Cash Flow Forecast (budget-based) | 1.1 | Jun 10, 2024 |
| Budgeting/ Forecasting | GL | All | AC-GL-BT8 | Profit and Loss Forecast (budget-based) | 1.1 | Jun 10, 2024 |
| Budgeting/ Forecasting | GL | All | AC-GL-BT9 | Balance Sheet Forecast (budget-based) | 1.1 | Jun 10, 2024 |
| Reporting | AR | All | AC-AR-RT10 | AR Aging Summary by Customers | 1.1 | Jun 10, 2024 |
| Reporting | AP | All | AC-AP-RT11 | AP Aging Summary by Vendors | 1.1 | Jun 10, 2024 |
| Reporting | GL | All | AC-GL-RT12 | GL Transaction Details | 1.1 | Jun 10, 2024 |
| Reporting | GL | All | AC-GL-RT13 | Consolidated Profit and Loss Summary | 1.1 | Jun 10, 2024 |
| Reporting | GL | All | AC-GL-RT14 | Consolidated Balance Sheet Summary | 1.1 | Jun 10, 2024 |
| Budgeting/ Forecasting | GL | All | AC-GL-BT15 | Profit and Loss Budget Accuracy Analysis | 1.1 | Jun 10, 2024 |
| Budget/ Forecasting | GL | All | AC-GL-BT16 | Balance Sheet Budget Accuracy Analysis | 1.1 | Jun 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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