Create Dynamic Project Reports Using Start & End Dates from Sage Intacct

Create dynamic project financial reports automatically, using project start and end dates from Sage Intacct. In this video, see how Velixo eliminates manual project reporting by selecting the correct reporting dates for each project and expanding multi-year budgets for better future visibility. If you manage multiple projects with different timelines, manual reporting periods quickly become inefficient and error-prone. This 3-minute walkthrough shows how to automate project reporting directly from Sage Intacct, reduce setup time, and gain clearer insights into upcoming project financials - especially for multi-year and nonprofit projects. Series: 3 Minutes with Velixo - real ERP use cases, practical workflows, no fluff. 0:00 Introduction to Project Reporting 1:00 Automated Date Selection 2:16 Multi-Year Project Budgeting 3:03 Future Budget Insights