SEI provides out-of-the-box templates for financial related data. The SEI Excel add-in provides customers the ability to easily build financial statements in real-time. The majority of Sage X3 customers use the SEI Excel add-in for financial reporting.

Thanks. Sorry, let me clarify; My question is specifically regarding Financial Statements. ie. 1.Income Statement, 2. Balance Sheet, and 3. Statement of Cash Flows. While I can see out-of-the-box templates for financial related data (generally), I cant see any templates for the 3 Financial Statements named above specifically. Furthermore, I'm not aware of any out-of-the-box templates for the excel add-on. Please confirm. Many thanks

There is indeed an example Excel file for financials statements (Income statement, Balance Sheet, Trial Balance) which can serve as a good starting point, however every installation and data is different. Some adjustments and optimizations are therefore required to make it usable on a given environment.

Please contact your partner and/or Sage to obtain this template and any assistance with its customization.