Financial demo report templates - Acumatica

Created by Damien Zwillinger, Modified on Mon, 20 Nov 2023 at 07:07 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex 



To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage of the Financial functions, as well as Budget Writeback and Journal Writeback. 


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 sample file


💡 Having trouble downloading the file?
Simply right-click the link and select Save link as 

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