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.