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 -
Ways to Improve Performance -
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 -
Using Distribution -
Using the Intersection operator ( ^ ) -
Where to find Project balances within Acumatica, CEGID, MYOB, etc. -
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 -
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