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

These sample reports demonstrate Period-Sensitive AR/AP Aging Reports and performing Monthly Reconciliations for AR, AP, and Inventory.

With Period Sensitive Aging Reports, you can get balances as of a specific financial period (instead of as of today). While this this type of report is much harder to build, it can be very useful if you want to reconcile your Balance Sheet AR/AP accounts with AR/AP aging!

Download links:

Account Payable

AP Aged Period-Sensitive Report

Generic inquiry used by the AP report

Account Receivable

AR Aged Period-Sensitive Report

Generic inquiry used by the AR report


Monthly Reconciliations Report

Generic inquiry for Accounts Payable by Period

Generic Inquiry for Accounts Receivable by Period

Generic inquiry for Inventory by Period

(this report uses the generic inquiries for the AP and AR Aging reports and also requires the use of Excel 365 Lambda functions)

As described in this video:

❗ The generic inquiries are used by the sample reports and must be installed in your Acumatica environment and made available through Acumatica's OData feed.

💡 Having trouble downloading the files?
Simply right-click the link and select "Save Link As".

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