Report Templates and Samples register
Created by Velixo Team, Modified on Wed, 9 Jul at 4:42 AM by Velixo Team
Applies to
- Product version: Velixo Classic, Velixo NX
- ERP: Acumatica, MYOB Acumatica, Cegid XRP Flex, Jamis Prime, HIAA, Haufe x660
- Functional area: All
- Plan: All
- Template type: Sample template, Demo template, Production Report template
TABLE OF CONTENTS
- Applies to
- Overview
- Financial Report Templates register
- Inventory Report Templates register
- Sample Templates register
- Demo Templates register
Overview
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.
Financial Report Templates register
This table lists every Production report templates for the Financials module of Acumatica. This list will continue growing so make sure to follow this article for new updates, and/or check our community forums for new release announcements.
All Financials Report Templates documentation and links to download templates for Acumatica are available at: Financial Report Templates
Category | Module | Industry | Code | Name | Current version | Release date |
Reporting | GL | All | AC-GL-RT1 | Profit and Loss Summary | 1.3 | Jan 30, 2025 |
Reporting | GL | All | AC-GL-RT2 | Balance Sheet Summary | 1.3 | Dec 18, 2024 |
Reporting | GL | All | AC-GL-RT3 | Trial Balance | 1.2 | Sep 20, 2024 |
Reporting | GL | All | AC-GL-RT4 | Cash Flow Statement | 1.2 | Sep 20, 2024 |
Budgeting/ Forecasting | GL | All | AC-GL-BT5 | Operating Income Budget Writeback LY Actuals | 1.1 | Jun 10, 2024 |
Budgeting/ Forecasting | GL | All | AC-GL-BT6 | Balance sheet Budget Writeback LY Actuals | 1.1 | Jun 10, 2024 |
Budgeting/ Forecasting | GL | All | AC-GL-BT7 | Cash Flow Forecast (budget-based) | 1.2 | Sep 20, 2024 |
Budgeting/ Forecasting | GL | All | AC-GL-BT8 | Profit and Loss Forecast (budget-based) | 1.2 | Sep 20, 2024 |
Budgeting/ Forecasting | GL | All | AC-GL-BT9 | Balance Sheet Forecast (budget-based) | 1.2 | Sep 20, 2024 |
Reporting | AR | All | AC-AR-RT10 | AR Aging Summary by Customers | 1.2 | Dec 10, 2024 |
Reporting | AP | All | AC-AP-RT11 | AP Aging Summary by Vendors | 1.1 | Jun 10, 2024 |
Reporting | GL | All | AC-GL-RT12 | GL Transaction Details | 1.2 | Nov 15, 2024 |
Reporting | GL | All | AC-GL-RT13 | Consolidated Profit and Loss Summary | 1.2 | Sep 25, 2024 |
Reporting | GL | All | AC-GL-RT14 | Consolidated Balance Sheet Summary | 1.2 | Sep 10, 2024 |
Budgeting/ Forecasting | GL | All | AC-GL-BT15 | Profit and Loss Budget Accuracy Analysis | 1.2 | Sep 20, 2024 |
Budget/ Forecasting | GL | All | AC-GL-BT16 | Balance Sheet Budget Accuracy Analysis | 1.2 | Sep 20, 2024 |
Inventory Report Templates register
This table lists every Inventory report templates for the Inventory module of Acumatica. This list will continue growing so make sure to follow this article for new updates, and/or check our community forums for new release announcements.
All Inventory Report Templates documentation and links to download templates for Acumatica are available at: Inventory Report Templates
Category | Module | Industry | Code | Name | Current version | Release date |
Reporting | Inventory | All | AC-IN-RT1 | Inventory Valuation | 1 | Mar 27, 2025 |
Reportinq | Inventory | All | AC-IN-RT2 | Inventory On-hand | 1 | Mar 27, 2025 |
Reporting | Inventory | All | AC-IN-RT3 | Inventory Turnover | 1 | Mar 27, 2025 |
Reporting | Inventory | All | AC-IN-RT4 | Inventory Days of Supply | 1 | Mar 27, 2025 |
Reporting | Inventory | All | AC-IN-RT5 | Slow Moving Inventory | 1 | Mar 27, 2025 |
Reporting | Inventory | All | AC-IN-RT6 | Inventory Aging Analysis | 1 | Mar 27, 2025 |
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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