Example Reports and Tutorials

Example Financials, Projects, Dashboards, etc. Can be modified for use with your own data

9 articles in this collection
Written by Gabriel Michaud and Harry Lewis

How to modify Velixo sample reports

for use with your data

Written by Harry Lewis
Updated over a week ago

P&L, Trial Balance, Cash Flow

Basic financials samples to help you build your own

Written by Gabriel Michaud
Updated over a week ago

Construction/Project Reports Sample Pack

Sample report for Projects: Portfolio, Status, AR Aging, and Dashboard

Written by Gabriel Michaud
Updated over a week ago

Accounts Receivable Aging

Written by Gabriel Michaud
Updated over a week ago

Period-Sensitive AR/AP Aging Reports & Monthly AP/AR/Inv Reconciliation

Get balances as of a specific period instead as of today. Very useful for reconciling Balance Sheet AR/AP/Inv accounts with AR/AP/Inv aging

Written by Harry Lewis
Updated this week

Dashboard & Comparative Financials (Maggie's Report)

Written by Gabriel Michaud
Updated over a week ago

List General Ledger Transactions for a Range of Accounts and Financial Periods

for Excel 365 and Acumatica

Written by Gabriel Michaud
Updated over a week ago

PO Accrual Report

Sample report to help you reconcile your purchase order accrual account

Written by Gabriel Michaud
Updated over a week ago

Dynamic Account Turnover per Period with Account Range as Parameter

Written by Gabriel Michaud
Updated over a week ago