Choose your topic of interest from the list below or use the search bar above.
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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 -
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 -
Using Distribution -
Using Distribution Lists with Velixo NX -
Using the Intersection operator ( ^ ) -
Where to find Project balances within Acumatica, CEGID, MYOB, etc. -
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 -
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 -
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