Sample Excel Templates
Starting points for the most commonly requested reports. Each pulls live from SYSPRO once connected. These are structural templates, not static examples.
Trial Balance
Standard GL trial balance by account and period.
Income Statement
P&L with period-over-period and budget comparison columns.
AR Aging
Customer aging by bucket, with drill-down to invoice detail.
AP Aging
Vendor aging by bucket, with drill-down to bill detail.
Inventory Valuation
On-hand valuation by warehouse and item class.
WIP Dashboard
Work-in-progress value and variance by job.
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