Financials Demo report templates - Sage Intacct
Created by Damien Zwillinger, Modified on Mon, 27 Nov, 2023 at 1:28 AM by Damien Zwillinger
Applies to
- Velixo NX
- Sage Intacct
TABLE OF CONTENTS
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
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