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Financial demo report templates - MYOB 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 or demonstrate most features of Velixo, this article provides a set of sample templates (in one Excel workbook) that are preconnected to our MYOB Acumatica demo environment.

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

Report previews

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Download this sample file

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Download

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