User guides
Choose your topic of interest from the list below or use the search bar above.
Advanced Topics
- Message: Let this app access your info?
- Velixo NX and VBA interoperability
- Configuring Access Rights (ERP 2023R2 and older)
- Configure Single-Sign-On for Acumatica-based ERPs
- Ways to Improve Performance
- Configuring access rights in Acumatica
- Account balances using date ranges: what if the transaction date does not match the financial period?
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
- 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 Distribution Lists with Velixo NX
- Using the Intersection operator ( ^ )
- Where to find Project balances within Acumatica, CEGID, MYOB, etc.
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
- 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
- Refresh
- Refresh features (NX)
- Slice
- Snapshot
- Status
- Table Mirroring
- Universal Writeback with Acumatica
- Velixo NX interface
Using Generic Inquiries
- Generic Inquiries with Grouping
- Advanced filtering in Generic Inquiries
- Filtering Generic Inquiries containing blank values
- Filtering Generic Inquiries by financial period range
- Filtering Generic Inquiries by Financial Period IDs
- Filtering using Custom Attributes and User-Defined Fields (UDFs)
- Generic Inquiry Filters Troubleshooting
- Using Pivot Tables with your Velixo Generic Inquiry reports
- Screen IDs for the Velixo Generic Inquiries
- Sorting a Generic Inquiry
- Generic Inquiries Options (NX)
- Introduction to Generic Inquiries
- Generic Inquiry Videos
- How to Import Generic Inquiry and Import Scenario