The Velixo customization project is versioned by build date (format: YYYYMMDD). Compare your installed version number against the versions listed below to determine whether an update is relevant. Three flavors are produced per build: 2025 R2+ (with Modern UI), 2025 R1 or older, and 2024 R1 or older.
To check the version of the currently installed Customization Project, query the VelixoReportsPro-VelixoCustomizationProjectVersion GI using Velixo’s GI function: =GI(,"VelixoReportsPro-VelixoCustomizationProjectVersion")
2026-02-20
Added a new inquiry to support the UseAccountCurrency argument in the following functions (RD-7464):
2026-02-18
(MYOB Acumatica) Fixed an issue that prevented publishing of the Customization Project in the 2025R1OrOlder flavor. (RD-8632)
2026-01-02
Fixed an issue that caused increased load times for Acumatica projects. (RD-7531)
2025-12-18
Added a new inquiry to support by-date retrieval of project balances (as opposed to retrieval by financial period) and the resulting parameter change in seven functions (RD-5701):
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For PROJECTTURNOVERAMOUNT, PROJECTTURNOVERQUANTITY, and EXPANDPROJECTHISTORY functions:
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from
FromPeriodtoFromPeriodOrDate, -
from
ToPeriodtoToPeriodOrDate.FromPeriodOrDate,ToPeriodOrDate, orAsOfPeriodOrDatearguments across functions.
-
-
For PROJECTBEGINNINGAMOUNT, PROJECTBEGINNINGQUANTITY, PROJECTENDINGAMOUNT, and PROJECTENDINGQUANTITY:
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from
AsOfPeriodtoAsOfPeriodOrDate
-
2025-11-12
Fixed an issue causing a validation error “'OAuthClient' does not contain a definition for 'RefreshMode' and no accessible extension method 'RefreshMode'“ for the 2024R1orOlder Customization Package. (RD-6562)
2025-10-14
The GL Budget Writeback, Project Budget Forecast Writeback, and Cost Projection Writeback screens now include Modern UI files, allowing them to render correctly when Acumatica's Modern UI is enabled (default in 2025 R2 and newer). (RD-4716)
2025-10-10
After performing a Cost Projection Writeback, header totals and detail row totals could become out of sync in Acumatica. The writeback controller now updates each line at the end of the import loop to ensure totals are consistent. (RD-6067)
2025-09-24
Fixed an issue causing the "empty refresh mode" error when publishing on Jamis Prime 9. (RD-5569)
2025-09-12
The Export to Velixo Generic Writeback Workbook button on the Import Scenarios screen has been renamed to Export to Velixo Universal Writeback Workbook to align with current product terminology on the Velixo ribbon. (RD-5310)
2025-08-25
When exporting a Generic Inquiry or Import Scenario to a Velixo workbook from Acumatica screens running in Modern UI mode in Acumatica 2024R2, the generated file contained an incorrect connection URL. This is now corrected. (RD-279)
2025-07-29
Unposted balances now include transactions that are Pending Approval. (RD-4403)
2025-05-22
Certification work for Acumatica 2025 R1 ISV. (RD-2694)
2025-04-01
The WRITEBACKPROJECTCOSTPROJECTION function failed when the "Projected Completed %" column was formatted as a percentage in Excel. This is no longer the case. (RD-2197)
2025-03-05
Cost projection writeback now prevents writing back dimension combinations that, upon release, would not update the project's cost budget. (RD-1783)
Fixed an issue causing the “Can't convert 'REV' to a number” error for some project-related functions. (RD-1554)
2025-03-03
Fixed an issue that caused the EXPANDBRANCHRANGE function to fail to return any of its branches, regardless of the user's access roles, when a company was restricted for a user. (RD-1141)
2025-02-19
A new WRITEBACKPROJECTCOSTPROJECTION function and corresponding Acumatica screen (VE300320) allow users to write back cost projection data from Excel to the Cost Projection screen in Acumatica, supporting the Cost to Complete reporting template. (RD-707)
2025-02-05
Improved GL budget Writeback to enable roll-up of by-period amounts up to parent nodes/articles on the Acumatica Budgets screen. (RD-1016)
2024-11-27
Comprehensive certification work for Acumatica 2024 R2. (RD-652)
2024-11-26
Fixed an issue preventing users from using the New Velixo Workbook button on Safari/MacOS. (RD-269)
2024-11-17
The "Export to Velixo" buttons on Import Scenario and Generic Inquiry screens are now hidden for users who do not have the Velixo GL, Velixo PM, Velixo Core, or Administrator roles, improving security and reducing UI clutter for non-Velixo users. (RD-641)
2024-11-10
Fixed a bug preventing the EXPANDBRANCHRANGE function from respecting branch restrictions in Acumatica. (#3286)
2024-10-16
Fixed an issue causing inconsistent localization in GI results. (#3262)
2024-09-23
The Velixo REST API endpoint is now packaged under a new, dedicated name within the customization, and the add-in has been updated to use it. (#3241)
2024-09-13
Fixed an issue causing the Customization Project to alter the Acumatica menu order. (#3234)
Multiple improvements to the Export to Velixo Workbook feature. (#3209, #3219, #3221, #3231, #3232, #3233)
2024-08-26
Fixed an error causing reports generated via Export to Velixo Workbook to contain invalid GI names. (#3214)
2024-05-17
Added support for two new functions (#3118):
2024-04-17
When exporting a Generic Inquiry or Import Scenario to a Velixo workbook, the downloaded file name now reflects the inquiry or scenario name instead of using a generic label. (#3091)
2024-03-28
Added support for the new COMPANYNAME function. (#3068)