Example Reports and Tutorials

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

10 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 over a week ago

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

Excel and Velixo as a CPQ Tool

Using Excel as a Configure Price Quote software to streamline your quoting to win business

Written by Harry Lewis
Updated over a week ago