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
To use the sample reports, you will need to download the Generic Inquiries required by each sample report by clicking the download link for the inquiry and uploading that inquiry into the appropriate tenant of the ERP.
Dynamic AP Aging | Dynamic AR Aging | Monthly Reconciliation |
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Having trouble downloading the file? Simply right-click the link and select Save link as
For more information about Generic Inquiries, please visit: