Acumatica Predefined Views

Time and Expenses

Data Model	View
Tasks, Email and Activity	Tasks, Email and Activity

Finance

Data Model	View
Transaction Journal	Journal Entries HC Journal Entries TC Profit&Loss PTD Profit&Loss YTD Profit&Loss Rolling
Financial Statements	Income Statement PTD + YTD Profit vs Budget Balance Sheet

Project

Data Model	View
Project Transactions	Project Transactions Project Sales Invoices
Project Budget	Project Budget vs Actual Project Profitability
Employee Hours	Employee Hours
Project Tasks	Project Tasks

Fixed Asset

Data Model	View
Fixed Asset Transactions	Fixed Asset Transactions

Account Payable

Data Model	View
Account Payable Registry	Bills and Adjustments Checks and Payments Batch Payments AP Balance by GL Account HC AP Balance by GL Account TC
AP Aging Historical	AP Historical Aging HC AP Historical Aging TC

Account Receivable

Data Model	View
Account Receivable Registry	Invoices and Memos Payments and Applications Cash Sales AR Balance by Account HC AR Balance by Account TC
AR Aging Historical	AR Historical Aging HC AR Historical Aging TC

Sales Orders

Data Model	View
Sales Invoices	Sales Invoices TC Sales Invoices HC Daily Sales Profitability TC Daily Sales Profitability HC
Sales Orders	Sales Order Summary TC Sales Order Summary HC
Shipments	Shipment Summary

Purchases

Data Model	View
Requests	Requests
Requisitions	Requisitions
Purchase Order	Purchase Orders TC Purchase Orders HC Open Orders TC Open Orders HC
Purchase Receipts	Purchase Receipts

Inventory

Data Model	View
Inventory Registry	Receipts (By Data Range) Receipts (By Period) Issues (By Data Range) Issues (By Period) Adjustments (By Data Range) Adjustments (By Period) Transfers (By Data Range) Transfers (By Period) Kit Assembly (By Data Range) Kit Assembly (By Period)
Inventory Balance	Inventory Balance
Inventory Valuation	Inventory Valuation

Marketing

Data Model	View
Leads and Contacts	Leads Contacts

Opportunities

Data Model	View
Opportunities	Opportunities
Opportunity Tasks	Opportunity Tasks

Services

Data Model	View
Service Orders	Service Orders by Customers Service Orders by Product
Appointment	Appointments

View Example