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Functions

Financial functions

Project functions

Query functions

GI
GIFILTER
GILOOKUP
GILOOKUPF

System functions

COLLATE
LASTREFRESHBY
LASTREFRESHDATE
TODAYNV
UNIQUEBYPATTERN
VELIXOVERSION function
VXTEXTSPLIT
WORKBOOKLASTREFRESHBY
WORKBOOKLASTREFRESHDATE

Writeback functions

WRITEBACK
WRITEBACKARGUMENTS
WRITEBACKBUDGET
WRITEBACKCOMMIT
WRITEBACKPROJECTFORECAST
WRITEBACKPROJECTUPDATEBUDGET
WRITEBACKREFRESHDATA

Getting Started

"Customization" Mode and "Easy Start" mode
Auto Selecting arguments when entering Velixo functions
Connecting to your ERP (Classic)
Downloading and installing Velixo Classic
Installing Velixo Classic for All Users on a Single Machine

Release Notes

Release Notes Archive

ARCHIVE - Velixo Classic Release Notes - Insider Channel
Notes de mise à jour - Velixo - canal Annuel
Velixo Classic - Notes de mise à jour - canal Insider
Velixo Classic Release notes - Annual Channel
Velixo Classic v5 Release notes - Insider channel
Velixo Classic v6 Release notes - Insider Channel

Velixo Classic Release notes - Insider Channel

Templates

Samples
Importing Velixo generic inquiries into Acumatica, MYOB, etc

Troubleshooting

ERP Connection & data discrepancies

Account Balance Sign option has no impact
Acumatica screen keeps trying to refresh after exporting to Velixo
Acumatica Velixo version compatibility
Error: Internal Server Error 500
Project summary balances do not match total of project transactions

Functions & formulas

Account balances using date ranges: what if the transaction date does not match the financial period? (Troubleshooting)
Drilldown balances does not always match calculations results
Error: An error occurred during configuration of inquiry
Liability accounts display Zero balance
Maintaining Formatting of Financial Periods
Project Quantity does not match Cost Budget tab
Specific Velixo functions cannot be used despite being listed in Excel
Velixo formulas do not work, return #N/A
Velixo functions only return a single result when combined with TEXTSPLIT

General errors & miscellaneous

Error: An item with the same key has already been added
Error: Violation of PRIMARY KEY constraint 'PK_MUISubcategory' during configuration of an inquiry
Excel Undo feature is not working as expected
The Velixo ribbon (aka "toolbar") is missing
Velixo is running without VBA support

Installation & setup

Deactivate the Velixo add-in
Error: The ExcelDna.ManagedHost.AddInInitialize. Initialize call failed.
Error: The remote server returned an error: (403) Forbidden
Files created or updated in Velixo NX open in Velixo Classic
Lotus Settings Not Compatible with Velixo
Manually Activating Velixo Classic
Message: The following inquiries need upgrading... would you like to configure
MYOB Error: Sorry, we couldn't find...VelixoReportsPro64.xll
Notice: The signature is from a publisher whom you have not yet chosen to trust
The type initializer for 'SQLite.SQLLiteConnection' threw an exception.
Upgrading to a newer version of Velixo (Classic)
Upgrading to a newer version of your ERP
Velixo NX does not appear in Excel after installation (migrating from Velixo Classic)
Why have I been switched to Velixo NX?

Login, licensing & authentication

Error: Server was unable to process request. Two-factor authentication is enabled for this user

Performance & resource issues

Auto-Hide feature is very slow
Excel starts very slowly
Out of Memory
Problem launching the new Outlook

Writeback, Distribution and other Velixo features

New Outlook - no Distribution List
Slice: Substitute combinations of parameters and skip "irrelevant" combinations
Subaccount is not showing in Acumatica after Journal Writeback

User guides

Advanced Topics

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
Ways to Improve Performance

Constructing reports and distribution

Adding Custom fields to your automated Journal Transactions
Adding PO Commitments to a P&L - Acumatica
Alternative Algorithm when Removing All Formulas
Creating a GL Transaction detail report - Walkthrough
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
Dynamic account turnover per period with account range as Parameter - Acumatica
Embedding a Velixo report in Acumatica
Filtering by Company
Filtering techniques for use with many Velixo functions
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

Ensuring that all calculations are done before proceeding - VBA
How to execute custom VBA logic upon Velixo Refresh completion
Introduction to Velixo's VBA functions
VBA: ActiveFunctionsCount
VBA: AsyncCalculations
VBA: CopyWorkbookWithoutFormulas
VBA: GetGLDrilldownSummary
VBA: HideZeroColumns
VBA: HideZeroRows
VBA: ImportBudgetWritebackSheet
VBA: ImportGLWritebackSheet
VBA: ImportProjectForecastSheet
VBA: Refresh
VBA: RefreshFull
VBA: RunDistributionList
VBA: UnhideAll
VBA: WritebackCurrentWorksheet
VBA: WritebackWorksheet

Using Distribution

Creating multiple report sheets from a single template
Distribution Lists and Microsoft Teams
Inserting the Folder Path for a Distribution List
Scheduled Distribution
Using a cell or range reference for the Email Body in a Distribution List
Using Distribution Lists
Using Distribution Lists with SharePoint or WebDAV
Video: How to use Distribution Lists

Using the Intersection operator ( ^ )
Where to find Project balances within Acumatica, CEGID, MYOB, etc.

Guides for partners

Escalation process for VAR partners
Implementation process for VAR partners
Partner resources for Marketing, webinars and presales demos
Sales & Engagement process for VAR partners

Installation, updates and requirements

Dynamic Array Functions Prerequisites
How to disable auto-update checks
Installing the Customization Package for Acumatica-based ERPs
Migrating to Velixo NX
Migration guide: Velixo Classic VBA interop macros to Velixo NX
Uninstalling Velixo Classic
Velixo Classic Minimum Requirements
Velixo Classic security considerations
Velixo Reports Classic - Acknowledgements
Velixo Technical Exit & Provider Switching Documentation

Reference

Classic User Interface

Budget Writeback (Classic)
Connection Manager (Classic)
Copy Workbook Without Formulas (Classic)
Distribution List
Drilldown (Classic)
Hide Zero Rows / Columns (Classic)
Insert Chart of Accounts (Classic)
Journal Writeback (Classic)
Options (Classic)
Project Forecast Writeback (Classic)
Refresh All (Classic)
Refresh features (Classic)
Unhide All
Universal/Generic Writeback (Classic)
Velixo Classic interface

The New Velixo ribbon

Support and definitions

Refreshing the Velixo license
Velixo Support guide and SLAs
Difference between Support and Services
How to provide feedback?
How to submit a ticket?
How to Safely Share Customer Credentials with Velixo Support

Using Generic Inquiries

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 GI data on your computer instead of the server (Classic)
Filtering using Custom Attributes and User-Defined Fields (UDFs)
Generic Inquiries Options (Classic)
Generic Inquiries with Grouping
Generic Inquiry Filters Troubleshooting
How to Import Generic Inquiry and Import Scenario
Screen IDs for the Velixo Generic Inquiries
Setting up Smart Refresh for Generic Inquiries (Classic)
Sorting a Generic Inquiry
Using Pivot Tables with your Velixo Generic Inquiry reports

Writeback-related

Using Universal Writeback with Acumatica
Using Budget Writeback
Using Journal Writeback
Using Writeback output parameters
Using Project Forecast Writeback

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Troubleshooting

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ERP Connection & data discrepancies

Choose your topic of interest from the list below or use the search bar above.

Account Balance Sign option has no impact
Acumatica screen keeps trying to refresh after exporting to Velixo
Acumatica Velixo version compatibility
Error: Internal Server Error 500
Project summary balances do not match total of project transactions

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