P&L, Trial Balance, Cash Flow

Overview

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

Download the "RapidByte Acumatica Demo" report

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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

• Weekly P&L

• Budget (Writeback demo)

• Trial Balance

• Branch Dropdown