Dynamic AR/AP aging with Inventory & Reconciliation report samples - Acumatica

Purpose

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 Velixo, we are providing you with these sample templates designed to illustrate usage of Generic Inquiries, pivot tables, and General Ledger functions through 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

These workbooks include 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

  • AP Retainage - detailed

  • AR Aging - detailed

  • AR Retainage - detailed

  • Inventory - detailed

Example Screens

Reconciliation

AP Aging - Details

AR Aging - Details

Inventory - Details

AP Retainage - Details

AR Retainage - Details

Download the sample files

For more information about Generic Inquiries, please visit:

• Importing Velixo generic inquiries into Acumatica, MYOB, etc

• Generic Inquiry Videos

• Installing the Acumatica Customization Package

• Updating the Acumatica Customization Package