Sage Intacct Report Templates register

Created by Damien Zwillinger, Modified on Mon, 25 Nov at 8:55 PM 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.


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, Services
SI-GL-RT1Profit and Loss Summary1.407 Aug 2024
Reporting
GLNot-For-ProfitSI-GL-RT1.NFP
Statement of Activity1.407 Aug 2024
ReportingGLGeneral, Services SI-GL-RT2Balance Sheet Summary1.407 Aug 2024
Reporting
GLNot-For-Profit
SI-GL-RT2.NFP
Statement of Financial Position
1.407 Aug 2024
ReportingGLGeneral, Services SI-GL-RT3Trial Balance1.107 Aug 2024
ReportingGLGeneral, Services SI-GL-RT4Cash Flow Statement1.407 Aug 2024
ReportingGLNot-For-ProfitSI-GL-RT4.NFPStatement of Cash Flows1.407 Aug 2024
Budgeting/ ForecastingGLGeneral, ServicesSI-GL-BT5Operating Income Budget Writeback LY Actuals1.124 Apr 2024
Budgeting/ Forecasting
GL

General, Services
SI-GL-BT6

Balance Sheet Budget Writeback LY Actuals
1.124 Apr 2024
Budgeting/ Forecasting
GL

General, Services
SI-GL-RT7
Cash Flow Forecast (budget-based)
1.407 Aug 2024
Budgeting/ Forecasting
GL
Not-For-Profit
SI-GL-RT7.NFP
Cash Flow Forecast (budget-based)
1.407 Aug 2024
Budgeting/ Forecasting
GL
General, Services
SI-GL-BT8
Profit and Loss Forecast (budget-based)
1.407 Aug 2024
Budgeting/ Forecasting
GL
Not-For-Profit
SI-GL-BT8.NFP
Statement of Activities Forecast (budget-based)
1.407 Aug 2024
Budgeting/ Forecasting
GLGeneral, Services
SI-GL-BT9
Balance Sheet Forecast (budget-based)1.407 Aug 2024
Budgeting/ Forecasting
GL
Not-For-Profit
SI-GL-BT9.NFPStatement of Financial Position Forecast (budget-based)
1.407 Aug 2024
Reporting
ARGeneral, Services
SI-AR-RT10AR Aging Summary by Customers1.608 Nov 2024
ReportingARGeneral, ServicesSI-AR-RT10.RETAR Aging Summary by Customers with Retainage108 Nov 2024
ReportingAPGeneral, ServicesSI-AP-RT11AP Aging Summary by Vendors1.508 Nov 2024
ReportingAPGeneral, ServicesSI-AP-RT11.RETAP Aging Summary by Vendors with Retainage108 Nov 2024
ReportingGLAll
SI-GL-RT12GL Transaction Details1.308 Aug 2024
ReportingGLGeneral, ServicesSI-GL-RT13Consolidated Profit and Loss Summary
1.115 Jul 2024
ReportingGLGeneral, ServicesSI-GL-RT14Consolidated Balance Sheet Summary1.115 Jul 2024
ReportingGLGeneral, ServicesSI-GL-RT15Profit and Loss Budget Accuracy Analysis
1.207 Aug 2024
ReportingGLGeneral, ServicesSI-GL-RT16Balance Sheet Budget Accuracy Analysis1.207 Aug 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: Only businesses with a Velixo for Sage Intacct Construction license can access these articles. To access these articles, you will also have log in using your business email. 



CategoryModuleIndustryCodeNameVersionRelease date
ForecastingCRE
Construction
SI-CRE-FC1Cost To Complete (Amount)
123 Aug 2024
Forecasting
CRE
Construction
SI-CRE-FC2
Cost To Complete (Percent-based)
123 Aug 2024
Forecasting
CRE
Construction
SI-CRE-FC3
Cost at Completion (Manual)123 Aug 2024
Forecasting
CRE
Construction
SI-CRE-FC4
(Beta) Cost to Complete (Billed Hours and Amount)123 Aug 2024
ReportingCRE
Construction
SI-CRE-RT5
Project Estimates vs JTD Costs
123 Aug 2024
Reporting
CRE
Construction
SI-CRE-RT6
WIP123 Aug 2024
Reporting
CRE
Construction
SI-CRE-RT7
Commitment Detail by Cost Code
123 Aug 2024
Reporting
CRE
Construction
SI-CRE-RT8
Monthly Billings to Cost111 Sept 2024
ReportingCRE
Construction
SI-CRE-RT9
Employee Timesheet and Expenses
123 Aug 2024
ToolCRE
Construction
SI-CRE-TOOL10 Pay When Paid123 Aug 2024
ToolCRE
Construction
SI-CRE-TOOL11
Update Project Cost Codes
123 Aug 2024
Reporting
CRE
Construction
SI-CRE-RT12
AP Aging Summary with Retainage
112 Sept 2024
ReportingCRE
Construction
SI-CRE-RT13
AR Aging Summary with Retainage
112 Sept 2024
Tool
CRE
Construction
SI-CRE-TOOL14
Update Project Data
123 Sept 2024
ToolCRE
Construction
SI-CRE-TOOL15
Update Project Contracts
120 Sept 2024
Tool
CRE
Construction
SI-CRE-TOOL16
Update AP Bills
123 Sept 2024
Tool
CRE
Construction
SI-CRE-RT17
Project Profitability
13 Oct 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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