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Example Reports and Tutorials
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