Financials Demo report templates - Sage Intacct

Purpose

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.

Coverage

This workbook includes the following sample reports:

• P&L

• P&L (Trailing 12 Months)

• Profit Dashboard

• Cash Flow Forecast

• Budget Writeback demo (with different allocation method)

• Journal Writeback demo - Insurance Liability Accrual

• Account balances balance

Examples

Download this sample file