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Financial Reporting in Acumatica

  • 15 August 2022
  • 9 replies
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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?

 

 

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Best answer by Laura02 15 August 2022, 19:00

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

Laura02
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Hello @eric75, Velixo is the next step up from Acumatica Financial Report Writer screens in the Finance module.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
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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*.
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Thank you @kbeatty21 

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Thank you @laura01 laura01

dougmcbride79
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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. 

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Every ERP with its shortcomings..

Laura02
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@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 ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
DConcannon
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@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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