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Report Templates and Samples register

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



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.


Production 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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