Financial demo report templates - Acumatica
Created by Damien Zwillinger, Modified on Tue, 16 Jul at 9:35 AM by Gabriel Michaud
Applies to:
- Velixo NX
- Velixo Classic
- Acumatica, MYOB Acumatica, Cegid XRP Flex
TABLE OF CONTENTS
Purpose
To help you learn Velixo, this article provides a Demo template designed to illustrate basic usage of the Financial functions, as well as Budget Writeback and Journal Writeback.
Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them. You many also want to refer to How to Modify Velixo Sample Reports.
Coverage
This workbook includes the following sample reports (and may include more):
P&L
P&L (Trailing 12 Months)
Profit Dashboard
Cash Flow Forecast
Weekly P&L
Budget Writeback demo (with different allocation method)
Journal Writeback demo - Insurance Liability Accrual
Trial balance
Sample Screens
Download this sampleFinancials Report | Download the samplePayroll Budget file(linked to in the Financials Report) |
💡 Having trouble downloading the files?
Simply right-click the link and select Save link as
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