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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

Velixo financial demo report for Sage Intacct showing a P&L report with monthly account balance columns


Velixo Sage Intacct demo workbook showing a Profit Dashboard with summary charts and financial data


Velixo Sage Intacct demo showing a trailing 12 months P&L report with budget comparison and writeback fields


Velixo Sage Intacct demo showing a journal writeback or account balance worksheet with entry fields


Download this sample file

Excel workbook icon for downloading the Velixo Sage Intacct financial demo template

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