To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage.

๐Ÿ’ก Having trouble downloading the file?
Simply right-click the link and select "Save Link As".

This sample report demonstrates:

  • P&L (Current Month, Year to Date, Budget vs Actual, ability to include unposted transactions)

  • P&L (Trailing 12 Months)

  • Income Statement Dashboard

  • Cash Flow Statement (cashflow)

  • Weekly P&L

  • Budget (Writeback demo)

  • Trial Balance

  • Branch Dropdown

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