Sage Intacct Report Templates register

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.

Financials Report Templates register

This table lists every Production report templates for the Financials module of Sage Intacct. 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 Sage Intacct are available at: Financials Report Templates.

Category	Module	Industry	Code	Name	Version	Release date
Reporting	GL	General, Services	SI-GL-RT1	Profit and Loss Summary	1.5	20 Feb 2025
Reporting	GL	Not-For-Profit	SI-GL-RT1.NFP	Statement of Activity	1.5	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT2	Balance Sheet Summary	1.5	20 Feb 2025
Reporting	GL	Not-For-Profit	SI-GL-RT2.NFP	Statement of Financial Position	1.5	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT3	Trial Balance	1.2	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT4	Cash Flow Statement	1.5	20 Feb 2025
Reporting	GL	Not-For-Profit	SI-GL-RT4.NFP	Statement of Cash Flows	1.5	20 Feb 2025
Budgeting/ Forecasting	GL	General, Services	SI-GL-BT5	Operating Income Budget Writeback LY Actuals	1.1	24 Apr 2024
Budgeting/ Forecasting	GL	General, Services	SI-GL-BT6	Balance Sheet Budget Writeback LY Actuals	1.1	24 Apr 2024
Budgeting/ Forecasting	GL	General, Services	SI-GL-RT7	Cash Flow Forecast (budget-based)	1.5	20 Feb 2025
Budgeting/ Forecasting	GL	Not-For-Profit	SI-GL-RT7.NFP	Cash Flow Forecast (budget-based)	1.5	20 Feb 2025
Budgeting/ Forecasting	GL	General, Services	SI-GL-BT8	Profit and Loss Forecast (budget-based)	1.5	20 Feb 2025
Budgeting/ Forecasting	GL	Not-For-Profit	SI-GL-BT8.NFP	Statement of Activities Forecast (budget-based)	1.5	20 Feb 2025
Budgeting/ Forecasting	GL	General, Services	SI-GL-BT9	Balance Sheet Forecast (budget-based)	1.5	20 Feb 2025
Budgeting/ Forecasting	GL	Not-For-Profit	SI-GL-BT9.NFP	Statement of Financial Position Forecast (budget-based)	1.5	20 Feb 2025
Reporting	AR	General, Services	SI-AR-RT10	AR Aging Summary by Customers	1.9	15 May 2025
Reporting	AP	General, Services	SI-AP-RT11	AP Aging Summary by Vendors	1.8	15 May 2025
Reporting	GL	All	SI-GL-RT12	GL Transaction Details	1.4	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT13	Consolidated Profit and Loss Summary	1.2	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT14	Consolidated Balance Sheet Summary	1.2	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT15	Profit and Loss Budget Accuracy Analysis	1.3	20 Feb 2025
Reporting	GL	General, Services	SI-GL-RT16	Balance Sheet Budget Accuracy Analysis	1.3	20 Feb 2025
Writeback tools	GL, HR	All	SI-DIM-TOOL17	Update Employee Data	1	25 Nov 2024
Writeback tools	GL, AP	All	SI-DIM-TOOL18	Update Vendor Data	1	25 Nov 2025
Budgeting/ Forecasting	GL	Not-For-Profit	SI-GL-RT19.NFP	Grant Allocation	1	10 Dec 2024

Construction Report Templates register

This table lists every Production report template for the Velixo for Sage Intacct Construction solution. This list will continue growing so make sure to follow this article for updates or check our community forums for new release announcements.

Construction Templates are all available at this link: Construction Templates.

If you have a license of Velixo for Sage Intacct Construction, then simply Log in using your business email to access these articles.

Category	Module	Industry	Code	Name	Version	Release date
Forecasting	CRE	Construction	SI-CRE-FC1	Cost To Complete (Amount)	1	23 Aug 2024
Forecasting	CRE	Construction	SI-CRE-FC2	Cost To Complete (Percent-based)	1	23 Aug 2024
Forecasting	CRE	Construction	SI-CRE-FC3	Cost at Completion (Manual)	1	23 Aug 2024
Forecasting	CRE	Construction	SI-CRE-FC4	(Beta) Cost to Complete (Billed Hours and Amount)	1	23 Aug 2024
Reporting	CRE	Construction	SI-CRE-RT5	Project Estimates vs JTD Costs	1	23 Aug 2024
Reporting	CRE	Construction	SI-CRE-RT6	WIP	1	23 Aug 2024
Reporting	CRE	Construction	SI-CRE-RT7	Commitment Detail by Cost Code	1.1	25 Apr 2025
Reporting	CRE	Construction	SI-CRE-RT8	Monthly Billings to Cost	1	11 Sept 2024
Reporting	CRE	Construction	SI-CRE-RT9	Employee Timesheet and Expenses	1	23 Aug 2024
Tool	CRE	Construction	SI-CRE-TOOL10	Pay When Paid	1	23 Aug 2024
Tool	CRE	Construction	SI-CRE-TOOL11	Update Project Cost Codes	1	23 Aug 2024
Reporting	CRE	Construction	SI-CRE-RT12	AP Aging Summary with Retainage	1.2	15 May 2025
Reporting	CRE	Construction	SI-CRE-RT13	AR Aging Summary with Retainage	1.2	15 May 2025
Tool	CRE	Construction	SI-CRE-TOOL14	Update Project Data	1	23 Sept 2024
Tool	CRE	Construction	SI-CRE-TOOL15	Update Project Contracts	1	20 Sept 2024
Tool	CRE	Construction	SI-CRE-TOOL16	Update AP Bills	1	23 Sept 2024
Tool	CRE	Construction	SI-CRE-RT17	Project Profitability	1	03 Oct 2024
Reporting	CRE	Construction	SI-CRE-RT18	Substantiated Billing Report	1.1	06 Feb 2025
Forecasting	CRE	Construction	SI-CRE-FC19	Cost To Complete (Amount) by Cost type	1	27 May 2025
Forecasting	CRE	Construction	SI-CRE-FC20	Project Cost Forecasting - Budget Allocation	1	27 May 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.