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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

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

How to modify Velixo sample reports

for use with your data
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago

P&L, Trial Balance, Cash Flow

Basic financials samples to help you build your own
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Written by Gabriel Michaud
Updated over a week ago

Construction/Project Reports Sample Pack

Sample report for Projects: Portfolio, Status, AR Aging, and Dashboard
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Written by Gabriel Michaud
Updated over a week ago

Accounts Receivable Aging

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Written by Gabriel Michaud
Updated over a week ago

Period-Sensitive AR/AP Aging Reports

Get balances as of a specific period instead as of today. Very useful for reconciling Balance Sheet AR/AP accounts with AR/AP aging
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago

Dashboard & Comparative Financials (Maggie's Report)

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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
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Written by Gabriel Michaud
Updated over a week ago

PO Accrual Report

Sample report to help you reconcile your purchase order accrual account
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Written by Gabriel Michaud
Updated over a week ago

Dynamic Account Turnover per Period with Account Range as Parameter

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Written by Gabriel Michaud
Updated over a week ago
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