Velixo NX 2026.5 Release notes

Excel add-in

Release date: 3 June 2026

🚀 New

• The Velixo Intelligence agent can now:

  • Perform operations such as worksheet rename/hide, sort/filter, conditional formatting, and freeze/group. (RD-9966)

  • Create charts. (RD-9358)

  • Set appropriate column widths. (RD-9675)

• Each error in the Formulas to Review panel now has a Troubleshoot button that hands the error and its context to Velixo Intelligence for diagnosis. (RD-10511)

• You can now write back to multiple worksheets at a time using the new Multiple Sheets mode in the Perform Writeback dropdown. You can tick the worksheets you want to write back in the side panel; they are then processed one by one in a single operation. (RD-10140)

✨ Improved

• The VX.ANALYSIS function is now VX.ASK. (RD-10913)

• Query Builder now lets you choose whether the object/field search matches against UI names, API names, or both. (RD-8866)

• We made Velixo NX look and feel crisper with a new font. (RD-10954)

🔨 Fixed

• Fixed an issue where the Distribute button on the Velixo NX ribbon could remain disabled when switching back to a distribution list worksheet, requiring a taskpane reload as a workaround. (RD-10301)

• Fixed an issue where the connection editor did not clear fields (such as username, password, and tenant) when the ERP type was changed, which could carry incorrect credentials over to the next connection attempt. (RD-8346)

• Fixed a bug causing Velixo to require signing-in each time a user opened a file with established connections. (RD-9436)

• Fixed an issue causing WRITEBACKPROJECTCOSTPROJECTION to throw a "Duplicate cost projection line" error for lines that were actually unique. (RD-10379) (Acumatica)

• Fixed an issue causing an Invalid connection credentials error when using Query Builder for an SSO connection to Acumatica. (RD-8722) (Acumatica)

• Fixed an issue where WRITEBACKBUDGET errors could be suppressed in some cases, making writebacks appear successful even when they had failed. Errors now surface correctly in the status panel. (RD-6951) (Acumatica)

Velixo Portal

🚀 New

• Every organization now has a designated Owner — a special form of organization admin whose role cannot be revoked by any other admin. (RD-10344)

• The Tenant terminology in Portal is now deprecated. All users are now scoped to an Organization. (RD-10046)

• Every user can now see who the administrator of their organization is. (RD-9377)

• The Account Roles grid on the Account Details page now shows an Administrator column with the organization admin(s) above the current user in the hierarchy. The column is hidden when it would be empty across all rows. (RD-9376)