Velixo NX 2026.8 Release notes

Release date: 2 Sep 2026

Velixo Intelligence

When Velixo Intelligence needs additional information mid-task, it can now present structured answer controls in the chat – pick one option, pick several options, or enter a number – rather than always asking for free-text replies, making it faster and less error-prone to answer questions with a small, well-defined answer space. (RD-12299)
The chat input field now grows as you type rather than staying fixed-height. Suggestion pills hide while you are typing and reappear when the field is cleared, making it easier to write and read longer prompts and responses. (RD-10889)
Support agent responses are now formatted consistently with other agents: function names, formulas, and cell ranges are styled instead of rendering as plain prose. (RD-10407)

Portal administrators can now enforce a setting override so the Portal value always takes effect regardless of what is stored in the workbook. When an override is marked in the Options section as enforced (at organization or user scope), the workbook option for that setting is disregarded, and the Portal value applies everywhere, with the option rendered as disabled in the side panel and a tooltip explaining it is locked by the administrator. (RD-12086)

Identical errors in the Status pane's "Formulas to review" section are now grouped into a single expandable entry showing the first affected cell, its message, and a count of remaining cells with the same error. The section header counts distinct errors rather than total failing cells, making it much easier to identify the root cause when one missing input produces hundreds of identical messages. (RD-12055)
You can now open the connection editor by double-clicking a connection name (alternative to using the Edit button). (RD-5480)

WRITEBACKPROJECTCOSTPROJECTION no longer requires every projected figure: all seven amount and quantity arguments are now optional, and anything you leave out is left blank in Acumatica rather than written as zero. A new CalculationMode argument can place the cost projection line into Acumatica's Auto mode, so Acumatica recalculates the remaining projected costs and quantities – including the Projected Cost at Completion header – from the values you write back, removing the need to edit and re-save a detail line in Acumatica's UI. Lines default to Manual mode and behave as before. Auto mode requires an updated Velixo customization package (version 20260806 or newer). (RD-12026, RD-12695, RD-12707)
Project data in Acumatica is now loaded on-demand by project ID rather than in full: only the data for requested projects is queried, significantly reducing load times and preventing timeouts or truncated responses on large datasets. (RD-8409)

Connecting to an ERP instance no longer fails with "That doesn't look like a valid Acumatica website" when the instance's address and security certificate are both valid. (RD-12404)
Refreshing a workbook on an Acumatica connection no longer triggers a fresh sweep of DAC Browser information against your ERP instance. It is now collected once and reused, so refreshes are faster and put much less load on Acumatica. A Full Refresh still re-fetches it. (RD-12672)
ACU.QUERY with multi-connection set aggregation and IncludeHeader set to "CAPTION" no longer throws an invalid-value error; CAPTION headers are now returned as expected. (RD-10302)
ACU.QUERY now returns genuine Excel logical values (TRUE / FALSE) for boolean-typed DAC fields instead of the lowercase text strings "true" / "false". (RD-12651)
Acumatica SSO connections with remembered credentials no longer intermittently require re-authentication: when a token refresh returns invalid_grant due to a refresh-token rotation race between workbook runtimes, the add-in now re-reads the persisted credential and adopts the newer token instead of surfacing a credentials error. (RD-12161)

Snapshot (formula removal) is fast again on large workbooks. Previously, a workbook-wide formula scan we had introduced for spill-range preservation made it slower. The scan has now been optimised. (RD-12254)
When editing a connection that uses username and password credentials with the Remember option enabled, the Password field now shows a masked placeholder (••••••••••) to indicate a password is already stored. (RD-12541)
Auto-hide is now correctly evaluated and applied to worksheets produced by the Slice feature: zero rows on a sliced sheet are hidden based on the sheet's own data, rather than inheriting the visibility state copied from the source worksheet. (RD-12683)

SI.QUERY (and SI.QUERYLOOKUP) now return genuine Excel logical values (TRUE / FALSE) for boolean-typed fields instead of the text strings "true" / "false", fixing silent failures in formulas and table mirroring that relied on such values. (RD-12652)