User guides
Choose your topic of interest from the list below or use the search bar above.
Advanced Topics
- Defining an ERP connection to a local/private server
- Configuring Access Rights (ERP 2023R2 and older)
- Configure Single-Sign-On for Acumatica-based ERPs
- Ways to Improve Performance
- Configuring access rights in Acumatica
- Account balances using date ranges: what if the transaction date does not match the financial period?
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
- Using Distribution
- Using the Intersection operator ( ^ )
- Where to find Project balances within Acumatica, CEGID, MYOB, etc.
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
Using Generic Inquiries
- Generic Inquiries with Grouping
- Generic Inquiries Options (Classic)
- Filtering GI data on your computer instead of the server (Classic)
- Advanced filtering in Generic Inquiries
- Filtering Generic Inquiries containing blank values
- Filtering Generic Inquiries by financial period range
- Filtering Generic Inquiries by Financial Period IDs
- Filtering using Custom Attributes and User-Defined Fields (UDFs)
- Generic Inquiry Filters Troubleshooting
- Using Pivot Tables with your Velixo Generic Inquiry reports
- Screen IDs for the Velixo Generic Inquiries
- Sorting a Generic Inquiry
- Setting up Smart Refresh for Generic Inquiries (Classic)
- How to Import Generic Inquiry and Import Scenario