Skip to main content
Solved

Financial Reporting in Acumatica


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 Laura02

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

View original
Did this topic help you find an answer to your question?

9 replies

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

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


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • August 15, 2022

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


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • August 15, 2022

Hi @eric75 

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


  • Author
  • Freshman I
  • 3 replies
  • August 15, 2022

Thank you @kbeatty21 


  • Author
  • Freshman I
  • 3 replies
  • 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. 


  • Author
  • Freshman I
  • 3 replies
  • August 15, 2022

Every ERP with its shortcomings..


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • 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!


DConcannon
Varsity II
Forum|alt.badge.img+2
  • Varsity II
  • 119 replies
  • August 17, 2022

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

Dashboards Included in Sales Demo Data

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings