Acumatica Report Templates and Samples register

Created by Damien Zwillinger, Modified on Tue, 21 May 2024 at 02:15 AM by Aljun Talle

Applies to

  • Product version: Velixo Classic, Velixo NX
  • ERP: Acumatica, MYOB Advanced, Cegid XRP Flex, Jamis Prime, HIAA, Haufe x660
  • Functional area: All
  • Plan: All
  • Template type: Sample template, Demo template, Production Report template



This article lists all Velixo Templates for Acumatica-based ERPs, 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 the Template, how to configure and use it, and will let you download it.

Production Report Templates register

CategoryModuleIndustryCodeNameCurrent versionRelease date
ReportingGLAllAC-GL-RT1Profit and Loss Summary1Jan 18, 2024
ReportingGLAllAC-GL-RT2Balance Sheet Summary1Jan 18, 2024
ReportingGLAllAC-GL-RT3Trial Balance1Jan 18, 2024
ReportingGLAllAC-GL-RT4Cash Flow Statement1Jan 18, 2024
Budgeting/ ForecastingGLAllAC-GL-BT5Operating Income Budget Writeback LY Actuals1Jan 18, 2024
Budgeting/ Forecasting
Balance sheet Budget Writeback LY Actuals
1Feb 12, 2024
Budgeting/ ForecastingGLAllAC-GL-BT7Cash Flow Forecast (budget-based)1Feb 12, 2024
Budgeting/ Forecasting
Profit and Loss Forecast (budget-based)1Feb 12, 2024
Budgeting/ Forecasting
Balance Sheet Forecast (budget-based)1Feb 12, 2024
ReportingARAllAC-AR-RT10AR Aging Summary by Customers1Apr 19, 2024
ReportingAPAllAC-AP-RT11AP Aging Summary by Vendors1Apr 19, 2024
ReportingGLAllAC-GL-RT12GL Transaction Details1May 15, 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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