Insert Chart of Accounts

The Insert Chart of Accounts button can be used to quickly insert all chart of accounts from a selected connection, from the ribbon menu.

Depending on your ERP, the behavior of the Insert Chart of Accounts feature may vary. Please make sure to review the applicable ERP section of this Knowledge base portal.

How to Insert Chart of Accounts

First, select the cell where you want the insertion to start.

Click Insert Chart of Accounts from the Tools section of the Velixo NX ribbon in the Excel toolbar:

Velixo NX ribbon Tools section with the Insert Chart of Accounts button highlighted

Velixo will then create a dynamic range that lists every account of your chart of accounts:

Excel spreadsheet showing a dynamic list of chart of accounts inserted by Velixo NX with account numbers and names in consecutive rows

If you have multiple Connections, then in side panel, select the Connection from where the chart of accounts should be loaded (if you only have one connection defined, it will be listed by default). If you only want to include active accounts, slide the option to Include only active accounts to the right.

Velixo NX Insert Chart of Accounts side panel showing the Connection dropdown and the Include only active accounts toggle

Then, click Insert