Job Summary Sample Template - Sage Intacct

Applies to

• Velixo NX
• Sage Intacct

TABLE OF CONTENTS

• Template type
• Purpose
• Coverage
• Preview
• Download this sample file

Template type

This template is a: Sample template.

A Sample template is an Excel workbook that Velixo provides to the community as-is. It is an example of a use case, feature or concept that serves as a reference and could be customized by a user. Samples don’t receive the same level of productization as Production Report templates, they are not officially supported, are not as well documented, and may not always be up to date.

Purpose

To help you learn Velixo, this article provides a sample Excel workbook designed to illustrate basic usage of the Query function as well as the General ledger and Budget functions applied to the Project module.

Coverage

This workbook includes the following sample reports:

• Project details
• Project summary

which covers the following:

• Projects and Project contracts

• Project Tasks

• Budget vs Actual

• Open POs

• Actuals, commitments and estimates to complete

• Budget vs. Revised forecast

• Actual vs. Budget vs. Project Estimates (for revenue and hours)

Preview

Download this sample file

Download

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