Financials Demo report templates - Sage Intacct

Purpose

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

Coverage

This workbook includes the following sample reports:

P&L
P&L (Trailing 12 Months)
Profit Dashboard
Cash Flow Forecast
Budget Writeback demo (with different allocation method)
Journal Writeback demo - Insurance Liability Accrual
Account balances balance

Examples

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/DQCGbRxVLeq3MiTwaLCnKdW9NF5HaxZPpA.png

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/OoGrz2aOFHKrzeUGGLS2R1Wq_LOmRDb2Wg.png

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/m9wd29MKKm2uMI4V2kEGqzXtH7rO6BKNBg.png

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/_j0friDLZUNR4fnIWk4Mw9Zq6O7gJEFCeQ.png

Download this sample file

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