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


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


CategoryModuleIndustryCodeNameCurrent versionRelease date
ReportingGLAllAC-GL-RT1Profit and Loss Summary1.3Jan 30, 2025
ReportingGLAllAC-GL-RT2Balance Sheet Summary1.3Dec 18, 2024
ReportingGLAllAC-GL-RT3Trial Balance1.2Sep 20, 2024
ReportingGLAllAC-GL-RT4Cash Flow Statement1.2Sep 20, 2024
Budgeting/ ForecastingGLAllAC-GL-BT5Operating Income Budget Writeback LY Actuals1.1Jun 10, 2024
Budgeting/ Forecasting
GL
AllAC-GL-BT6
Balance sheet Budget Writeback LY Actuals
1.1Jun 10, 2024
Budgeting/ ForecastingGLAllAC-GL-BT7Cash Flow Forecast (budget-based)1.2Sep 202024
Budgeting/ Forecasting
GL
All
AC-GL-BT8
Profit and Loss Forecast (budget-based)1.2Sep 20, 2024
Budgeting/ Forecasting
GL
All
AC-GL-BT9
Balance Sheet Forecast (budget-based)1.2Sep 20, 2024
ReportingARAllAC-AR-RT10AR Aging Summary by Customers1.2Dec 10, 2024
ReportingAPAllAC-AP-RT11AP Aging Summary by Vendors1.1Jun 10, 2024
ReportingGLAllAC-GL-RT12GL Transaction Details1.2Nov 15, 2024
ReportingGLAllAC-GL-RT13Consolidated Profit and Loss Summary1.2Sep 252024
ReportingGLAllAC-GL-RT14Consolidated Balance Sheet Summary1.2Sep 10, 2024
Budgeting/ ForecastingGLAllAC-GL-BT15Profit and Loss Budget Accuracy Analysis1.2Sep 20, 2024
Budget/ ForecastingGLAllAC-GL-BT16Balance Sheet Budget Accuracy Analysis1.2Sep 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


CategoryModuleIndustryCodeNameCurrent versionRelease date
ReportingInventoryAllAC-IN-RT1Inventory Valuation1Mar 27, 2025
ReportinqInventoryAllAC-IN-RT2Inventory On-hand1Mar 27, 2025
ReportingInventoryAllAC-IN-RT3
Inventory Turnover1Mar 27, 2025
ReportingInventoryAllAC-IN-RT4Inventory Days of Supply1Mar 27, 2025
ReportingInventoryAllAC-IN-RT5Slow Moving Inventory1Mar 27, 2025
ReportingInventoryAllAC-IN-RT6Inventory Aging Analysis1Mar 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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