Sage Intacct Report Templates and Samples register

Created by Damien Zwillinger, Modified on Tue, 09 Apr 2024 at 11:40 PM by Aljun Talle

Applies to

  • Product version: Velixo NX
  • ERP: Sage Intacct
  • Functional area: All
  • Plan: All
  • Template type: Sample template, Demo template, Production Report template


TABLE OF CONTENTS


Overview


This article lists all Velixo Templates for Sage Intacct, built by Velixo. A definition for a Production Template can be found here.


Please click the Template link to navigate to the documentation article for that template. Our documentation is comprehensive and will describe and guide you through each Template. This includes steps for configuring, using and downloading templates.


Production Report Templates register


This below list will continue to grow, be sure to follow this article for new updates, and/or check our community forums for new release announcements.


CategoryModuleIndustryCodeNameVersionRelease date
ReportingGLGeneral, Services
SI-GL-RT1Profit and Loss Summary1.210 Apr 2024
Reporting
GLNot-For-ProfitSI-GL-RT1.NFP
Statement of Activity1.210 Apr 2024
ReportingGLGeneral, Services SI-GL-RT2Balance Sheet Summary1.210 Apr 2024
Reporting
GLNot-For-Profit
SI-GL-RT2.NFP
Statement of Financial Position
1.210 Apr 2024
ReportingGLGeneral, Services SI-GL-RT3Trial Balance118 Jan 2024
ReportingGLGeneral, Services SI-GL-RT4Cash Flow Statement1.210 Apr 2024
ReportingGLNot-For-ProfitSI-GL-RT4.NFPStatement of Cash Flows1.210 Apr 2024
Budgeting/ ForecastingGLGeneral, ServicesSI-GL-BT5Operating Income Budget Writeback LY Actuals118 Jan 2024
Budgeting/ Forecasting
GL

General, Services
SI-GL-BT6

Balance Sheet Budget Writeback LY Actuals
110 Mar 2024
Budgeting/ Forecasting
GL

General, Services
SI-GL-RT7
Cash Flow Forecast (budget-based)
1.210 Apr 2024
Budgeting/ Forecasting
GL
Not-For-Profit
SI-GL-RT7.NFP
Cash Flow Forecast (budget-based)
1.210 Apr 2024
Budgeting/ Forecasting
GL
General, Services
SI-GL-BT8
Profit and Loss Forecast (budget-based)
1.210 Apr 2024
Budgeting/ Forecasting
GL
Not-For-Profit
SI-GL-BT8.NFP
Statement of Activities Forecast (budget-based)
1.210 Apr 2024
Budgeting/ Forecasting
GLGeneral, Services
SI-GL-BT9
Balance Sheet Forecast (budget-based)1.210 Apr 2024
Budgeting/ Forecasting
GL
Not-For-Profit
SI-GL-BT9.NFPStatement of Financial Position Forecast (budget-based)
1.210 Apr 2024



Sample Templates register


For a list of available Sample Templates, please visit the Samples folder.


Demo Templates register


For a list of demonstration templates, please visit the Demo folder.


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