Dashboard & Comparative Financials (Maggie's Report)

Created by Damien Zwillinger, Modified on Tue, 10 Oct 2023 at 01:02 PM by Harry Lewis

Applies to

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


TABLE OF CONTENTS


Purpose

To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage.


Coverage

This sample report demonstrates:

  • Dashboard
  • Balance Sheet

  • Comparative Balance Sheet

  • Statement of Revenue (12 periods)

  • Comparative Statement Revenue (Period and Year to Date)

Special thanks to Maggie Tyner of Tayana Solutions for creating this sample workbook.


Examples






Download this sample file

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