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Financial Reporting in Acumatica

  • August 15, 2022
  • 9 replies
  • 309 views
E
Freshman I

Does anyone know of a plugin/bundle that enables Acuamtica to provide financial reporting the likes of which you see by default in programs like Quickbooks, PeachTree, MS90, etc?

 

 

Best answer by Laura03

Hello @eric75, Velixo is the next step up from Acumatica Financial Report Writer screens in the Finance module.

    9 replies

    dougmcbride79
    Semi-Pro I
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    I would also like to find better “canned” financial reports.  

    Doug McBride
      Laura03
      Captain II
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      • Laura03
      • Captain II
      • Answer
      • August 15, 2022

      Hello @eric75, Velixo is the next step up from Acumatica Financial Report Writer screens in the Finance module.

      ~ Laura Barber, WM Synergy
        Kandy Beatty
        Captain II
        Forum|alt.badge.img+18
        • Kandy Beatty
        • Captain II
        • August 15, 2022

        Hi @eric75 

        Reach out to @Gabriel Michaud. He wrote Velixo for Acumatica and it’s a great product for financial reportings. 

        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
          E
          Freshman I
          • eric75
          • Author
          • Freshman I
          • August 15, 2022

          Thank you @kbeatty21 

            E
            Freshman I
            • eric75
            • Author
            • Freshman I
            • August 15, 2022

            Thank you @laura01 laura01

              dougmcbride79
              Semi-Pro I
              Forum|alt.badge.img

              I as disappointed Acumatica does not have basic financial dashboards such as AR with dating, AP with due dates, inventory levels by warehouse, inventory turns, sales by day, week and month and year, etc.  My understanding is Acumatica does not, and each company has to build its own.   A basic package of basic dashboards would be really helpful and appreciated. 

              Doug McBride
                E
                Freshman I
                • eric75
                • Author
                • Freshman I
                • August 15, 2022

                Every ERP with its shortcomings..

                Laura03
                Captain II
                Forum|alt.badge.img+20
                • Laura03
                • Captain II
                • August 15, 2022

                @dougmcbride79 , please post suggestions and examples for improved financial dashboards and reports in the Ideas section of this forum so we can vote up your Ideas.  Thank you!

                ~ Laura Barber, WM Synergy
                  DConcannon
                  Varsity II
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                  • DConcannon
                  • Varsity II
                  • August 17, 2022

                  @eric75 Check out Acumatica’s Sales Demo Data, there are dashboards within you can leverage.

                  Dashboards Included in Sales Demo Data

                   

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