Financial Reporting in Acumatica

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

Hi @eric75 

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

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

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. 

@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!

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

Thank you @kbeatty21 

Thank you @laura01 laura01

Every ERP with its shortcomings..