Sage Intacct Report Templates register

Created by Velixo Team, Modified on Fri, 13 Jun at 3:15 AM by Velixo Team

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.


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.


CategoryModuleIndustryCodeNameVersionRelease date
ReportingGLGeneral, ServicesSI-GL-RT1Profit and Loss Summary1.520 Feb 2025
ReportingGLNot-For-ProfitSI-GL-RT1.NFPStatement of Activity1.520 Feb 2025
ReportingGLGeneral, Services SI-GL-RT2Balance Sheet Summary1.520 Feb 2025
ReportingGLNot-For-ProfitSI-GL-RT2.NFPStatement of Financial Position1.520 Feb 2025
ReportingGLGeneral, Services SI-GL-RT3Trial Balance1.220 Feb 2025
ReportingGLGeneral, Services SI-GL-RT4Cash Flow Statement1.520 Feb 2025
ReportingGLNot-For-ProfitSI-GL-RT4.NFPStatement of Cash Flows1.520 Feb 2025
Budgeting/ ForecastingGLGeneral, ServicesSI-GL-BT5Operating Income Budget Writeback LY Actuals1.124 Apr 2024
Budgeting/ ForecastingGL

General, ServicesSI-GL-BT6

Balance Sheet Budget Writeback LY Actuals1.124 Apr 2024
Budgeting/ ForecastingGL

General, ServicesSI-GL-RT7Cash Flow Forecast (budget-based)1.520 Feb 2025
Budgeting/ ForecastingGLNot-For-ProfitSI-GL-RT7.NFPCash Flow Forecast (budget-based)1.520 Feb 2025
Budgeting/ ForecastingGLGeneral, ServicesSI-GL-BT8Profit and Loss Forecast (budget-based)1.520 Feb 2025
Budgeting/ ForecastingGLNot-For-ProfitSI-GL-BT8.NFPStatement of Activities Forecast (budget-based)1.520 Feb 2025
Budgeting/ ForecastingGLGeneral, ServicesSI-GL-BT9Balance Sheet Forecast (budget-based)1.520 Feb 2025
Budgeting/ ForecastingGLNot-For-ProfitSI-GL-BT9.NFPStatement of Financial Position Forecast (budget-based)1.520 Feb 2025
ReportingARGeneral, ServicesSI-AR-RT10AR Aging Summary by Customers1.915 May 2025
ReportingAPGeneral, ServicesSI-AP-RT11AP Aging Summary by Vendors1.815 May 2025
ReportingGLAllSI-GL-RT12GL Transaction Details1.420 Feb 2025
ReportingGLGeneral, ServicesSI-GL-RT13Consolidated Profit and Loss Summary1.220 Feb 2025
ReportingGLGeneral, ServicesSI-GL-RT14Consolidated Balance Sheet Summary1.220 Feb 2025
ReportingGLGeneral, ServicesSI-GL-RT15Profit and Loss Budget Accuracy Analysis1.320 Feb 2025
ReportingGLGeneral, ServicesSI-GL-RT16Balance Sheet Budget Accuracy Analysis1.320 Feb 2025
Writeback toolsGL, HRAllSI-DIM-TOOL17Update Employee Data125 Nov 2024
Writeback toolsGL, APAllSI-DIM-TOOL18Update Vendor Data125 Nov 2025
Budgeting/
Forecasting
GLNot-For-ProfitSI-GL-RT19.NFP
Grant Allocation110 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.


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



CategoryModuleIndustryCodeNameVersionRelease date
ForecastingCREConstructionSI-CRE-FC1Cost To Complete (Amount)123 Aug 2024
ForecastingCREConstructionSI-CRE-FC2Cost To Complete (Percent-based)123 Aug 2024
ForecastingCREConstructionSI-CRE-FC3Cost at Completion (Manual)123 Aug 2024
ForecastingCREConstructionSI-CRE-FC4(Beta) Cost to Complete (Billed Hours and Amount)123 Aug 2024
ReportingCREConstructionSI-CRE-RT5Project Estimates vs JTD Costs123 Aug 2024
ReportingCREConstructionSI-CRE-RT6WIP123 Aug 2024
ReportingCREConstructionSI-CRE-RT7Commitment Detail by Cost Code1.125 Apr 2025
ReportingCREConstructionSI-CRE-RT8Monthly Billings to Cost111 Sept 2024
ReportingCREConstructionSI-CRE-RT9Employee Timesheet and Expenses123 Aug 2024
ToolCREConstructionSI-CRE-TOOL10 Pay When Paid123 Aug 2024
ToolCREConstructionSI-CRE-TOOL11Update Project Cost Codes123 Aug 2024
ReportingCREConstructionSI-CRE-RT12AP Aging Summary with Retainage1.215 May 2025
ReportingCREConstructionSI-CRE-RT13AR Aging Summary with Retainage1.215 May 2025
ToolCREConstructionSI-CRE-TOOL14Update Project Data123 Sept 2024
ToolCREConstructionSI-CRE-TOOL15Update Project Contracts120 Sept 2024
ToolCREConstructionSI-CRE-TOOL16Update AP Bills123 Sept 2024
ToolCREConstructionSI-CRE-RT17Project Profitability103 Oct 2024
ReportingCREConstructionSI-CRE-RT18Substantiated Billing Report1.106 Feb 2025
ForecastingCREConstructionSI-CRE-FC19Cost To Complete (Amount) by Cost type127 May 2025
ForecastingCREConstructionSI-CRE-FC20Project Cost Forecasting - Budget Allocation127 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.


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