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Financial demo report templates - Acumatica

Purpose

To help you learn Velixo, this article provides a Demo template designed to illustrate basic usage of the Financial functions, as well as Budget Writeback and Journal Writeback.

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 (and may include more):

  • P&L

  • P&L (Trailing 12 Months)

  • Profit Dashboard

  • Cash Flow Forecast

  • Weekly P&L

  • Budget Writeback demo (with different allocation method)

  • Journal Writeback demo - Insurance Liability Accrual

  • Trial balance

Sample Screens

Velixo financial demo workbook showing a P&L report with monthly columns and year-over-year comparison data


Velixo financial demo workbook showing a Profit Dashboard with trailing 12 months data and summary charts


Velixo demo template showing a Budget Writeback worksheet with entry fields and allocation method options



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