Skip to main content
Home
Forums
Submit a ticket
Acumatica
Business Central
Sage Intacct
STACK Takeoff & Estimate
Velixo Classic
Main navigation
Close navigation
Acumatica
Business Central
Sage Intacct
STACK Takeoff & Estimate
Velixo Classic
Main
Home
Forums
Submit a ticket
Main
Functions
Financial functions
ACCOUNTBEGINNINGBALANCE
ACCOUNTCLASS
ACCOUNTCLASSLIST
ACCOUNTCLASSNAME
ACCOUNTCONSOLIST
ACCOUNTENDINGBALANCE
ACCOUNTNAME
ACCOUNTSANDSUBACCOUNTSWITHHISTORY
ACCOUNTSWITHHISTORY
ACCOUNTTOTALCREDITS
ACCOUNTTOTALDEBITS
ACCOUNTTURNOVER
ACCOUNTTYPE
BRANCHLIST
BRANCHNAME
COMPANYNAME
EXPANDACCOUNTCLASSRANGE
EXPANDACCOUNTGROUPRANGE
EXPANDACCOUNTRANGE
EXPANDBRANCHRANGE
EXPANDCOMPANYRANGE
EXPANDCOSTCODERANGE
EXPANDINVENTORYITEMRANGE
EXPANDPROJECTRANGE
EXPANDSEGMENTVALUERANGE
EXPANDSUBACCOUNTRANGE
FINANCIALPERIOD
FINANCIALPERIODBYDATE
FINANCIALPERIODENDDATE
FINANCIALPERIODLIST
FINANCIALPERIODOFFSET
FINANCIALPERIODSTARTDATE
SEGMENTDESCRIPTION
SUBACCOUNTNAME
Project functions
ACCOUNTGROUPDESCRIPTION
COSTCODEDESCRIPTION
EXPANDPROJECTHISTORY
INVENTORYITEMDESCRIPTION
PROJECTBEGINNINGAMOUNT
PROJECTBEGINNINGQUANTITY
PROJECTBUDGETAMOUNT
PROJECTBUDGETQUANTITY
PROJECTCHANGEORDERAMOUNT
PROJECTCHANGEORDERQUANTITY
PROJECTCOMMITTEDAMOUNT
PROJECTCOMMITTEDCHANGEORDERAMOUNT
PROJECTCOMMITTEDCHANGEORDERQUANTITY
PROJECTCOMMITTEDINVOICEDAMOUNT
PROJECTCOMMITTEDINVOICEDQUANTITY
PROJECTCOMMITTEDOPENAMOUNT
PROJECTCOMMITTEDOPENQUANTITY
PROJECTCOMMITTEDQUANTITY
PROJECTCOMMITTEDRECEIVEDQUANTITY
PROJECTCOSTATCOMPLETION
PROJECTCOSTTOCOMPLETE
PROJECTDESCRIPTION
PROJECTENDDATE
PROJECTENDINGAMOUNT
PROJECTENDINGQUANTITY
PROJECTFORECASTAMOUNT
PROJECTFORECASTQUANTITY
PROJECTFORECASTREVISEDAMOUNT
PROJECTFORECASTREVISEDQUANTITY
PROJECTPENDINGINVOICEAMOUNT
PROJECTREVISEDBUDGETAMOUNT
PROJECTREVISEDBUDGETQUANTITY
PROJECTREVISEDCOMMITTEDAMOUNT
PROJECTREVISEDCOMMITTEDQUANTITY
PROJECTSTARTDATE
PROJECTTASKDESCRIPTION
PROJECTTASKENDDATE
PROJECTTASKPLANNEDENDDATE
PROJECTTASKPLANNEDSTARTDATE
PROJECTTASKSTARTDATE
PROJECTTURNOVERAMOUNT
PROJECTTURNOVERQUANTITY
Query functions
ACU.EXPANDLEDGERRANGE
ACU.EXPANDOBJECTRANGE
ACU.EXPANDPROJECTTASKRANGE
ACU.OBJECTDEFINITION
ACU.QUERY
ACU.QUERYFILTER
GI
GIFILTER
GILOOKUP
GILOOKUPF
System functions
COLLATE
CONNECTIONINFO
EXPANDCONNECTIONRANGE
GETATTACHMENTS
LASTREFRESHBY
LASTREFRESHDATE
TODAYNV
TOTABLE
UNIQUEBYPATTERN
VELIXOTOOLSVERSION
VELIXOVERSION
VX.ANALYSIS
VX.SETTINGS
VXTEXTSPLIT
WORKBOOKLASTREFRESHBY
WORKBOOKLASTREFRESHDATE
Writeback functions
WRITEBACK
WRITEBACKARGUMENTS
WRITEBACKBUDGET
WRITEBACKCOMMIT
WRITEBACKJOURNAL
WRITEBACKPROJECTCOSTPROJECTION
WRITEBACKPROJECTFORECAST
WRITEBACKPROJECTUPDATEBUDGET
WRITEBACKREFRESHDATA
Getting Started
Connecting to Haufe x360 with Velixo NX
Connecting Velixo NX to an Acumatica-based ERP
Create your first Velixo Acumatica report
Getting Started videos
Getting started with Velixo NX
Getting started with Writeback - Videos
Training through Velixo Academy
Velixo NX Free Trial
Release Notes
Release Notes Archive
Velixo 2023.12 release notes
Velixo NX 2023.10 Release Notes - Acumatica
Velixo NX 2023.12 Release Notes - Acumatica
Velixo NX 2023.6 Release Notes - Acumatica
Velixo NX 2023.8 Release notes - Acumatica
Velixo NX 2024.11 Release notes - Acumatica
Velixo NX 2024.12 Release Notes – Acumatica
Velixo NX 2024.2 Release Notes - Acumatica
Velixo NX 2024.4 Release Notes - Acumatica
Velixo NX 2024.7 Release Notes – Acumatica
Velixo NX 2024.9 Release Notes – Acumatica
Velixo NX 2025.10 Release Notes
Velixo NX 2025.11 Release Notes
Velixo NX 2025.12 Release Notes
Velixo NX 2025.2 Release Notes – Acumatica
Velixo NX 2025.3 Release Notes – Acumatica
Velixo NX 2025.4 Release notes - Acumatica
Velixo NX 2025.5 Release notes - Acumatica
Velixo NX 2025.6 Release Notes – Acumatica
Velixo NX 2025.7 Release Notes – Acumatica
Velixo NX 2025.8 Release Notes – Acumatica
Velixo NX 2025.9 Release Notes
Velixo NX 2025.9 Update Pack Release Notes
Velixo NX Release notes 2020-2021 Archive
Velixo NX Release notes 2022 Archive
Velixo NX Release notes 2023 Archive
Velixo NX 2026.1 Release notes
Velixo NX Releases
Templates
Samples
Accounts receivable report samples - Acumatica
Dashboard & Comparative Financials (Maggie's Report)
Dynamic AR/AP aging with Inventory & Reconciliation report samples - Acumatica
Financial demo report templates - MYOB Acumatica
How to modify Velixo sample reports
Purchase Order Accrual Report sample - Acumatica
Retrieving Project Balances by GL Account
Using Excel and Velixo as a CPQ Tool - Acumatica
Understanding the account structure used in Templates
Demo
Construction/Project report samples - Acumatica
Financial demo report templates - Acumatica
Downloading Report Templates
Importing Velixo generic inquiries into Acumatica, MYOB, etc
Introduction to Report Templates
Report Templates register - Acumatica
Troubleshooting
ERP Connection & data discrepancies
Account Balance Sign option has no impact
Acumatica screen keeps trying to refresh after exporting to Velixo
Acumatica user interface changes after installing Velixo customization
Drilldown results for the SUBTOTAL function include hidden cells
Error 403 Forbidden (while connecting to data)
Error: 504 or Load Failed connecting to your ERP
Error: Acumatica has refused to provide data from... using the credentials specified
Error: Can't Contact The Server
Error: Internal Server Error 500
Error: Required schema attribute 'Function' is not present
Error: The ERP system failed to process the writeback request
Message: Connections are a little busy
Project summary balances do not match total of project transactions
The following inquiries are not set up ... would you like to configure the inquiries now?
The following inquiries are not set up (NX)
Understanding Acumatica Tenants, Companies, and Branches
Understanding external server connections
Unposted amounts do not reflect in my Velixo reports
Velixo couldn't reach any of its web service endpoints
Functions & formulas
#CALC! errors - This calculation is not supported by this version of Excel
#NAME? displays for all Velixo NX functions
Account balances using date ranges: what if the transaction date does not match the financial period? (Troubleshooting)
Date formats for Velixo Financial functions
Dealing with subaccounts that include dashes
Drilldown balances does not always match calculations results
Error 403: #N/A error when using Velixo NX function
Error: Could not convert string to integer
Error: "Text values in formulas are limited to 255 characters"
Error: "This function is not supported by your version of Excel"
Error: #N/A displays first when entering a Velixo function
Error: #NAME? is displayed when report is shared with others
Error: An error occurred during configuration of inquiry
Error: Argument size mismatch
Error: Keys for Inquiry... are not unique
Error: Unable to read data from the transport connection: The connection was forcibly closed
Functions appear as text and do not refresh
GI function returns #VALUE! when using GIFILTER with Financial Period
GI function returns #VALUE! when using GIFILTER with Financial Period (Troubleshooting)
Liability accounts display Zero balance
Maintaining Formatting of Financial Periods
Object fields present in Acumatica cannot be used with ACU.QUERY and ACU.OBJECTDEFINITION
Project Quantity does not match Cost Budget tab
Report budget balances do not match the ERP Budgets screen
Specific Velixo functions cannot be used despite being listed in Excel
Velixo field names do not appear in the Excel function wizard
Velixo functions only return a single result when combined with TEXTSPLIT
General errors & miscellaneous
#SPILL error instead of formula results
#VALUE! or #N/A error in cells with Velixo formulas
Comparing Velixo NX and Velixo Classic
Error: Access Denied. A field with the name Ledger.LedgerID cannot be found
Error: An item with the same key has already been added
Error: Unable to set the NumberFormat property of the Range class
Error: Violation of PRIMARY KEY constraint 'PK_MUISubcategory' during configuration of an inquiry
Excel Undo feature is not working as expected
General recovery guide for sporadic issues with Velixo NX
How does Velixo work?
How Excel UNDO works with multiple workbooks
Message: Macros have been disabled
Subscribe to the Velixo Newsletters
The file format and extension Of 'VelixoReportsPro64.xll' don't match
Velixo does not use Log4J
Worksheet and Workbook Protection with Velixo reports
Installation & setup
Antivirus software flags Velixo installer or workbook
Cannot Install or Run the Velixo Add-In
Deactivate the Velixo add-in
Error 2349: Installer has encountered an unexpected error
Error: Error Loading Add-Ins (on Mac)
Error: The 18.200.001#Default base endpoint does not exist
Error: The remote server returned an error: (403) Forbidden
Files created or updated in Velixo NX open in Velixo Classic
How to determine if Excel is 64-bit or 32-bit
Lotus Settings Not Compatible with Velixo
Manually Activating Velixo Tools
Message: The following inquiries need upgrading... would you like to configure
MYOB Error: Sorry, we couldn't find...VelixoReportsPro64.xll
Report displays #N/A until each cell is edited
Site accessibility & firewall considerations (Error 404 or Load Failed)
The following inquiries are not set up (customization mode)
Velixo NX does not appear in Excel after installation (migrating from Velixo Classic)
Warning: The Office Extensibility Library failed to load
What edition and version of Velixo do I have?
Why have I been switched to Velixo NX?
Error: 'Accept permissions failed' when deploying Velixo NX with a FEDRAMP-compliant version of Office 365
Login, licensing & authentication
Cannot sign in to Velixo when opening a workbook in Teams
Error "Please enter a valid email address" appears in the registration form when signing in to Velixo for the first time
Error: InvalidVelixoCredentials
Error: Page VE300310.aspx does not exist
Error: Server was unable to process request. Two-factor authentication is enabled for this user
Error: unauthorized_client connecting with Single-Sign-On
Error: You have logged out due to exceeding the number of users in the system
Granting admin consent for access to all Velixo NX functionalities
Message: Looks like this connection is not licensed
Message: None of the connections are licensed to use the feature
Message: The server is asking for your user name and password
MYOB Error: You are not allowed to log in as you don't have any API user licenses
MYOB Error: You don't have any API licenses
Universal/Generic Writeback not able to use two-factor authentication
Your ERP user profile has insufficient access rights
Performance & resource issues
Error: Not enough memory resources are available to complete this operation
Writeback, Distribution and other Velixo features
A privacy warning appears each time a file is distributed; cancelling the warning stops distribution
After using Freeze, the values inside Excel tables become identical across the entire column
Budget Writeback - "No data to process" message after upgrading to Velixo NX
Error Creating Journal Transactions
Error HTTP ERROR 401 or 401 Authorization Required when using WRITEBACK
Error: An internal server error occurred (during Budget Writeback)
Error: Operation Failed
Error: String was not recognized as a valid DateTime
Error: The current selection is invalid for this operation
Error: The file ve300310 does not exist
Error: The Save button is disabled during Journal/Budget Writeback
Project Forecast issue on the Acumatica demo instance
Slice: Substitute combinations of parameters and skip "irrelevant" combinations
Slow Journal Writeback for a large number of transactions
Subaccount is not showing in Acumatica after Journal Writeback
User guides
Advanced Topics
Account balances using date ranges: what if the transaction date does not match the financial period?
Configure Single-Sign-On for Acumatica-based ERPs
Configuring Access Rights (ERP 2023R2 and older)
Configuring access rights in Acumatica
Defining an ERP connection to a local/private server
Message: Let this app access your info?
Velixo NX and VBA interoperability (Excel Desktop for Mac)
Ways to Improve Performance
Constructing reports and distribution
Adding PO Commitments to a P&L - Acumatica
Creating custom Drilldowns
Creating custom links to Acumatica
Creating dynamic dropdown lists
Creating interactive reports with pulldown lists
Dealing with different financial calendars in companies
Dealing with leading Zeros in Financial Periods
Drilldown for Acumatica
Dynamic account turnover per period with account range as Parameter - Acumatica
Embedding a Velixo report in Acumatica
Embedding your Velixo Data within PowerPoint
Filtering by Company
Filtering techniques for use with many Velixo functions
Ignore an area for the Formulas to Review panel
Multiple connections per formula
Naming cells/ranges in Excel
Open a Velixo report from a link in an Excel workbook
Retrieving Subaccount Segment Names
Retrieving YTD/MTD/QTD balances
Sharing Reports - FAQ
Using arrays or cell references as parameters in GL functions
Using custom VBA macros
Introduction to Velixo NX VBA commands
VBA commands: Refresh
VBA commands: RefreshFull
VBA commands for NX: HideZeroRowsAsync
VBA commands for NX: UnhideAllAsync
VBA commands for NX: RunDistributionListAsync
VBA commands for NX: HideZeroColumnsAsync
VBA commands for NX: CopyWorkbookWithoutFormulasAsync
VBA commands for NX: WritebackWorksheetAsync
VBA commands for NX: WritebackCurrentWorksheetAsync
Using Distribution
Creating multiple report sheets from a single template
Using Distribution Lists with Velixo NX
Using the Intersection operator ( ^ )
Where to find Project balances within Acumatica, CEGID, MYOB, etc.
Guides for partners
Escalation process for VAR partners
Implementation process for VAR partners
Partner resources for Marketing, webinars and presales demos
Sales & Engagement process for VAR partners
Installation, updates and requirements
Controlling Velixo NX installation in your organization
How do I know the version of the customization package provided by Velixo?
Installing the Customization Package for Acumatica-based ERPs
Installing Velixo Tools
Migration guide: Velixo Classic VBA interop macros to Velixo NX
Saving Connection information for future access
Uninstalling Velixo NX
Updating the Customization Package
Using ERP permissions with Velixo
Using Velixo on ARM-based PCs
Velixo NX minimum requirements and usage notes
Velixo Technical Exit & Provider Switching Documentation
Reference
Budget Writeback
Changing the language of Velixo NX
Clear Cache
Connection Manager
Drilldown
Features specific to Velixo NX
Freeze / Unfreeze
Hide Zero Rows / Columns
Insert Chart of Accounts
Journal Writeback (Acumatica)
Options
Query Builder
Refresh
Refresh features (NX)
Slice
Snapshot
Status
Table Mirroring
Universal Writeback with Acumatica
Velixo NX interface
Support and definitions
Self-troubleshooting techniques
Refreshing the Velixo license
Velixo Support guide and SLAs
Difference between Support and Services
How to provide feedback?
How to submit a ticket?
How to Safely Share Customer Credentials with Velixo Support
Using Generic Inquiries
Advanced filtering in Generic Inquiries
Filtering Generic Inquiries by Financial Period IDs
Filtering Generic Inquiries by financial period range
Filtering Generic Inquiries containing blank values
Filtering using Custom Attributes and User-Defined Fields (UDFs)
Generic Inquiries Options (NX)
Generic Inquiries with Grouping
Generic Inquiry Filters Troubleshooting
Generic Inquiry Videos
How to Import Generic Inquiry and Import Scenario
Introduction to Generic Inquiries
Screen IDs for the Velixo Generic Inquiries
Sorting a Generic Inquiry
Using Pivot Tables with your Velixo Generic Inquiry reports
Velixo Portal
Managing admins and features within organizations
Managing ERP Tenant connections, users, and admins
Portal Overview
Writeback-related
Using Universal Writeback with Acumatica
Using Budget Writeback
Using Journal Writeback
Using Writeback output parameters
Using Project Forecast Writeback
Breadcrumbs
Home
Templates
On this Page
Financial Templates
