Financials Demo report templates - Sage Intacct

Created by Damien Zwillinger, Modified on Mon, 27 Nov 2023 at 01:28 AM by Damien Zwillinger

Applies to

  • Velixo NX
  • Sage Intacct



To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage of the Financial functions, as well as Budget Writeback and Journal Writeback. 


This workbook includes the following sample reports:

  • P&L

  • P&L (Trailing 12 Months)

  • Profit Dashboard

  • Cash Flow Forecast

  • Budget Writeback demo (with different allocation method)

  • Journal Writeback demo - Insurance Liability Accrual 

  • Account balances balance


Download this sample file


💡 Having trouble downloading the file?
Simply right-click the link and select Save link as 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article