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Accounts receivable report samples - Acumatica

Purpose

To help you learn to create your own Velixo reports, this article provides a sample template designed to illustrate basic usage of General Inquiries and Pivot tables applied to an Aging Accounts Receivable use case.

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.

Coverage

This workbook includes the following sample reports:

  • AR Aging overview

  • AR aging by customer

  • Detailed Accounts Receivable report

Examples

Demo video


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