Sage Intacct Report Templates and Samples register
Created by Damien Zwillinger, Modified on Tue, 30 Apr 2024 at 03:53 AM by Aljun Talle
Applies to
- Product version: Velixo NX
- ERP: Sage Intacct
- 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 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.
Production Report Templates register
This below list will continue to grow, be sure to follow this article for new updates, and/or check our community forums for new release announcements.
| Category | Module | Industry | Code | Name | Version | Release date |
| Reporting | GL | General, Services | SI-GL-RT1 | Profit and Loss Summary | 1.2 | 10 Apr 2024 |
| Reporting | GL | Not-For-Profit | SI-GL-RT1.NFP | Statement of Activity | 1.2 | 10 Apr 2024 |
| Reporting | GL | General, Services | SI-GL-RT2 | Balance Sheet Summary | 1.2 | 10 Apr 2024 |
| Reporting | GL | Not-For-Profit | SI-GL-RT2.NFP | Statement of Financial Position | 1.2 | 10 Apr 2024 |
| Reporting | GL | General, Services | SI-GL-RT3 | Trial Balance | 1 | 18 Jan 2024 |
| Reporting | GL | General, Services | SI-GL-RT4 | Cash Flow Statement | 1.2 | 10 Apr 2024 |
| Reporting | GL | Not-For-Profit | SI-GL-RT4.NFP | Statement of Cash Flows | 1.2 | 10 Apr 2024 |
| 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) | 1.2 | 10 Apr 2024 |
| Budgeting/ Forecasting | GL | Not-For-Profit | SI-GL-RT7.NFP | Cash Flow Forecast (budget-based) | 1.2 | 10 Apr 2024 |
| Budgeting/ Forecasting | GL | General, Services | SI-GL-BT8 | Profit and Loss Forecast (budget-based) | 1.2 | 10 Apr 2024 |
| Budgeting/ Forecasting | GL | Not-For-Profit | SI-GL-BT8.NFP | Statement of Activities Forecast (budget-based) | 1.2 | 10 Apr 2024 |
| Budgeting/ Forecasting | GL | General, Services | SI-GL-BT9 | Balance Sheet Forecast (budget-based) | 1.2 | 10 Apr 2024 |
| Budgeting/ Forecasting | GL | Not-For-Profit | SI-GL-BT9.NFP | Statement of Financial Position Forecast (budget-based) | 1.2 | 10 Apr 2024 |
| Reporting | AR | General, Services | SI-AR-RT10 | AR Aging Summary by Customers | 1 | 30 Apr 2024 |
| Reporting | AP | General, Services | SI-AP-RT11 | AP Aging Summary by Vendors | 1 | 30 Apr 2024 |
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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