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Functions

Dimension functions

SI.CUSTOMERNAME
SI.DEPARTMENTNAME
SI.DIMENSIONS
SI.EMPLOYEENAME
SI.EXPANDCLASSRANGE
SI.EXPANDCUSTOMERRANGE
SI.EXPANDDEPARTMENTRANGE
SI.EXPANDEMPLOYEERANGE
SI.EXPANDITEMRANGE
SI.EXPANDLOCATIONRANGE
SI.EXPANDUDDVALUERANGE
SI.EXPANDVENDORRANGE
SI.EXPANDWAREHOUSERANGE
SI.ITEMNAME
SI.LOCATIONNAME
SI.UDDVALUEID
SI.VENDORNAME
SI.WAREHOUSENAME

Financial functions

SI.ACCOUNTNAME
SI.ADJCREDITS
SI.ADJDEBITS
SI.BUDGETABLEPERIODBYDATE
SI.BUDGETTURNOVER
SI.CLOSINGBALANCE
SI.CONSOLIDATIONBOOKDESCRIPTION
SI.CREDITS
SI.DEBITS
SI.EXPANDACCOUNTGROUPRANGE
SI.EXPANDACCOUNTRANGE
SI.EXPANDACCOUNTSINGROUP
SI.EXPANDBUDGETRANGE
SI.EXPANDCONSOLIDATIONBOOKRANGE
SI.EXPANDGLHISTORY
SI.EXPANDPERIODRANGE
SI.EXPANDTAXDETAILSRANGE
SI.EXPANDTAXSOLUTIONRANGE
SI.EXPANDUSERBOOKRANGE
SI.OPENINGBALANCE
SI.PERIODENDDATE
SI.PERIODSTARTDATE
SI.TAXRATE
SI.TURNOVER
SI.USERBOOKDESCRIPTION

Project functions

SI.CLASSNAME
SI.COSTTYPENAME
SI.EXPANDCOSTTYPERANGE
SI.EXPANDPROJECTESTIMATERANGE
SI.EXPANDPROJECTESTIMATETYPERANGE
SI.EXPANDPROJECTRANGE
SI.EXPANDSTANDARDCOSTTYPERANGE
SI.EXPANDSTANDARDTASKRANGE
SI.EXPANDTASKRANGE
SI.PROJECTENDDATE
SI.PROJECTESTIMATEAMOUNT
SI.PROJECTESTIMATEDESCRIPTION
SI.PROJECTESTIMATEQUANTITY
SI.PROJECTNAME
SI.PROJECTSTARTDATE
SI.PROJECTSTATUS
SI.TASKNAME

Query functions

SI.EXPANDCLASSESINGROUP
SI.EXPANDCONTRACTSINGROUP
SI.EXPANDCUSTOMERSINGROUP
SI.EXPANDDEPARTMENTSINGROUP
SI.EXPANDEMPLOYEESINGROUP
SI.EXPANDITEMSINGROUP
SI.EXPANDLOCATIONSINGROUP
SI.EXPANDOBJECTRANGE
SI.EXPANDPROJECTSINGROUP
SI.EXPANDREPORTINGACCOUNTSET
SI.EXPANDVENDORSINGROUP
SI.EXPANDWAREHOUSESINGROUP
SI.OBJECTDEFINITION
SI.QUERY
SI.QUERYFILTER
SI.QUERYLOOKUP
SI.XEXPANDOBJECTRANGE
SI.XOBJECTDEFINITION
SI.XQUERY
SI.XQUERYFILTER
SI.XQUERYLOOKUP

System functions

COLLATE
CONNECTIONINFO
EXPANDCONNECTIONRANGE
SI.GETATTACHMENTS
SI.GETATTACHMENTSBYID
SI.TRANSACTIONDRILLDOWN
TODAYNV
TOTABLE
UNIQUEBYPATTERN
VELIXOTOOLSVERSION
VELIXOVERSION
VX.ANALYSIS
VX.SETTINGS
VXTEXTSPLIT
WORKBOOKLASTREFRESHBY
WORKBOOKLASTREFRESHDATE

Writeback functions

SI.WRITEBACK
SI.WRITEBACKBUDGET
SI.WRITEBACKJOURNAL
SI.WRITEBACKPROJECTESTIMATE
SI.WRITEBACKWIP
WRITEBACKCOMMIT

Getting Started

Configure Single Sign-on for Sage Intacct
Connecting Velixo NX to Sage Intacct
Create your first Velixo report for Sage Intacct
Getting started with Velixo NX
Permissions for refreshing a Sage Intacct report
Sage Intacct configuration prerequisites
Training through Velixo Academy
Velixo NX Free Trial
Velixo Sample Reports for Sage Intacct

Release Notes

Release Notes Archive

Velixo 2023.12 release notes
Velixo NX 2023.10 Release Notes - Sage Intacct
Velixo NX 2023.12 Release Notes - Sage Intacct
Velixo NX 2023.6 Release Notes - Sage Intacct
Velixo NX 2023.8 Release notes - Sage Intacct
Velixo NX 2024.11 Release notes - Sage Intacct
Velixo NX 2024.12 Release Notes – Sage Intacct
Velixo NX 2024.2 Release Notes - Sage Intacct
Velixo NX 2024.4 Release Notes - Sage Intacct
Velixo NX 2024.7 Release Notes – Sage Intacct
Velixo NX 2024.9 Release Notes – Sage Intacct
Velixo NX 2025.10 Release Notes
Velixo NX 2025.11 Release Notes
Velixo NX 2025.12 Release Notes
Velixo NX 2025.2 Release Notes – Sage Intacct
Velixo NX 2025.3 Release Notes – Sage Intacct
Velixo NX 2025.4 Release notes - Sage Intacct
Velixo NX 2025.5 Release notes - Sage Intacct
Velixo NX 2025.6 Release Notes – Sage Intacct
Velixo NX 2025.7 Release Notes – Sage Intacct
Velixo NX 2025.8 Release Notes – Sage Intacct
Velixo NX 2025.9 Release Notes
Velixo NX 2025.9 Update Pack Release Notes
Velixo NX Release notes 2020-2021 Archive
Velixo NX Release notes 2022 Archive
Velixo NX Release notes 2023 Archive

Velixo NX 2026.1 Release notes
Velixo NX Releases

Templates

Sage Intacct Report Templates register

Samples

Job Summary Sample Template - Sage Intacct

Understanding Sage Intacct's Account categories' use in Templates

Demo

Construction template demo - Cost to Complete (Amount)
Financials Demo report templates - Sage Intacct

Downloading Report Templates
Introduction to Report Templates

Troubleshooting

ERP Connection & data discrepancies

Balance functions like always return zero for a dimension, while you are able to filter by that "dimension" using the GLDETAIL object
Drilldown results for the SUBTOTAL function include hidden cells
Error 403 Forbidden (while connecting to data)
Error: 504 or Load Failed connecting to your ERP
Error: An unexpected error occurred while requesting data from Sage Intacct
Error: Can't Contact The Server
Error: Request retry count exceeded. Max retry count: 5
Error: XL03000012 A payment is due for the company ID
Message: Connections are a little busy
SI.BUDGETTURNOVER retrieves positive numbers, while the values in Sage Intacct are negative, and vice versa
The following inquiries are not set up (NX)
Understanding external server connections
Velixo couldn't reach any of its web service endpoints
Velixo Dimension group created in Sage Intacct

Functions & formulas

#CALC! errors - This calculation is not supported by this version of Excel
#NAME? displays for all Velixo NX functions
255-character limit for arguments of a function e.g. SI.QUERY()
Error 403: #N/A error when using Velixo NX function
Error: "Text values in formulas are limited to 255 characters"
Error: "This function is not supported by your version of Excel"
Error: #N/A displays first when entering a Velixo function
Error: #NAME? is displayed when report is shared with others
Error: Argument size mismatch
Functions appear as text and do not refresh
Sage Intacct does not support querying the field
SI.EXPANDGLHISTORY displays "null" instead of an empty cell
Velixo field names do not appear in the Excel function wizard
Velixo functions only return a single result when combined with TEXTSPLIT

General errors & miscellaneous

#SPILL error instead of formula results
#VALUE! or #N/A error in cells with Velixo formulas
Comparing Velixo NX and Velixo Classic
Error: DL02000001 There was an error processing the request
Error: Unable to set the NumberFormat property of the Range class
Excel Undo feature is not working as expected
General recovery guide for sporadic issues with Velixo NX
How does Velixo work?
How Excel UNDO works with multiple workbooks
Message: Macros have been disabled
Predefined dimensions... do not exist or are disabled in your company
Subscribe to the Velixo Newsletters
The file format and extension Of 'VelixoReportsPro64.xll' don't match
Velixo does not use Log4J
Worksheet and Workbook Protection with Velixo reports

Installation & setup

Antivirus software flags Velixo installer or workbook
Deactivate the Velixo add-in
Error: Error Loading Add-Ins (on Mac)
Files created or updated in Velixo NX open in Velixo Classic
How to determine if Excel is 64-bit or 32-bit
Lotus Settings Not Compatible with Velixo
Manually Activating Velixo Tools
Site accessibility & firewall considerations (Error 404 or Load Failed)
Velixo NX does not appear in Excel after installation (migrating from Velixo Classic)
Warning: The Office Extensibility Library failed to load
What edition and version of Velixo do I have?

Login, licensing & authentication

Cannot sign in to Velixo when opening a workbook in Teams
Error "Please enter a valid email address" appears in the registration form when signing in to Velixo for the first time
Error: InvalidVelixoCredentials
Granting admin consent for access to all Velixo NX functionalities
Message: Looks like this connection is not licensed
Message: None of the connections are licensed to use the feature
Response Authentication Status Failure
Sage Intacct user... is not authorized to retrieve...
Signing into Velixo using Single Sign-On results in an authentication error

Performance & resource issues

Error: Not enough memory resources are available to complete this operation

Writeback, Distribution and other Velixo features

A privacy warning appears each time a file is distributed; cancelling the warning stops distribution
After using Freeze, the values inside Excel tables become identical across the entire column
Budget Writeback - "No data to process" message after upgrading to Velixo NX
Error HTTP ERROR 401 or 401 Authorization Required when using WRITEBACK
Error: BL01001973 Duplicate glbudgetitem found at request
Error: The current selection is invalid for this operation
Error: The Save button is disabled during Journal/Budget Writeback
Slice: Substitute combinations of parameters and skip "irrelevant" combinations

User guides

Advanced Topics

Asynchronous Data Retrieval - Sage Intacct
Message: Let this app access your info?
Velixo and Sage Intacct Console
Velixo NX and VBA interoperability (Excel Desktop for Mac)

Constructing reports and distribution

Creating dynamic dropdown lists
Creating interactive reports with pulldown lists
Cross-entity operations in Sage Intacct
Distribution with Sage Intacct
Drilldown for Sage Intacct
Embedding a Velixo report in Sage Intacct
Embedding your Velixo Data within PowerPoint
Filtering techniques for use with many Velixo functions
How to calculate Retained Earnings using Velixo
Ignore an area for the Formulas to Review panel
Merging Sage Intacct file attachments into a Distribution
Multiple connections per formula
Naming cells/ranges in Excel
Open a Velixo report from a link in an Excel workbook
Open a Velixo report from Sage Intacct
Restricting Date Ranges within reports - Sage Intacct
Sharing Reports - FAQ
Using arrays or cell references as parameters in GL functions

Using custom VBA macros

Introduction to Velixo NX VBA commands
VBA commands: Refresh
VBA commands: RefreshFull
VBA commands for NX: HideZeroRowsAsync
VBA commands for NX: UnhideAllAsync
VBA commands for NX: RunDistributionListAsync
VBA commands for NX: HideZeroColumnsAsync
VBA commands for NX: CopyWorkbookWithoutFormulasAsync
VBA commands for NX: WritebackWorksheetAsync
VBA commands for NX: WritebackCurrentWorksheetAsync

Using Dates with Sage Intacct functions
Using Dimensions

Using Distribution

Creating multiple report sheets from a single template

Using Distribution Lists with Velixo NX
Using the Intersection operator ( ^ )

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

Controlling Velixo NX installation in your organization
Installing Velixo Tools
Saving Connection information for future access
Uninstalling Velixo NX
Using Velixo on ARM-based PCs
Velixo NX minimum requirements and usage notes
Velixo Technical Exit & Provider Switching Documentation

Reference

Budget Writeback
Budget Writeback (Sage Intacct)
Changing the language of Velixo NX
Clear Cache
Connection Manager
Drilldown
Features specific to Velixo NX
Freeze / Unfreeze
Global Object Filters (Sage Intacct)
Granular Balance Loading (Sage Intacct)
Hide Zero Rows / Columns
Insert Chart of Accounts
Journal Writeback (Sage Intacct)
Options
Query Builder
Refresh
Refresh features (NX)
Slice
Snapshot
Status
Table Mirroring
Velixo NX interface

Sage Intacct Videos & Training

Sage Intacct Videos

Support and definitions

Self-troubleshooting techniques
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

SI.QUERY for GL data (GLEntry vs GLDetail)

Velixo Portal

Managing admins and features within organizations
Managing ERP Tenant connections, users, and admins
Portal Overview

Writeback-related

Universal Writeback for Sage Intacct - example
Understanding Project Estimate Writeback's default entity mapping for multi-entity organizations

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Samples

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Job Summary Sample Template - Sage Intacct

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