Sage Intacct Financials
Sample Report
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago

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

  • P&L (Current Month, Year to Date, Budget vs Actual)

  • P&L (Trailing 12 Months)

  • Income Statement Dashboard

  • GL Writeback demo

  • Trial Balance

  • Location and Department Dropdown

Sample Screens:

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