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Velixo NX 2024.9 Release Notes – Sage Intacct

Applies to:

  • Velixo NX

  • Sage Intacct


Release date: September 2nd, 2024

Version number: 2024.9.1 or higher


🚀 New

Ribbon UI

  • Velixo NX has a new look with more minimalistic and modern ribbon icons that match the style of Velixo's website and look more like Velixo! ✨


https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/NJE9CPAzQS0eZVRRk75FZehzulc8riUUvQ.png


https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/NfSWYc1eHZZjonIa4cmDbS4qThcRyrGE9A.png
https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/qYX_9eErqrPnLHTPzKoekshgtbDaak3R2w.png
https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/1SWxiGZOygHAw8YCts3T7UqSgT5eSwGUMQ.png


Localization

  • Guten Tag! German localization is now supported in Velixo NX.

Snapshot

  • "Copy workbook without formulas" has grown into a more powerful feature called Snapshot: everything you know and love about the functionality, with extras:You can now decide to snapshot only the active worksheet instead of the entire workbookA worksheet-level snapshot can be targeted to the current workbook or a separate workbookYou can now decide to preserve writeback formulas while doing snapshots: can be incredibly useful when e.g. iterating on budgets

Report distribution

  • New distribution lists that you create will contain a "Refresh workbook" parameter (set to "Yes" by default), which will ensure your workbook is refreshed prior to running the distribution. This helps to address a "partially refreshed" workbook state when:You use distribution lists with parameters;You start a distribution after a long time not refreshing the workbook.

  • The scheduled distribution command-line tool supports a new parameter "--workbook-password" that allows you to work with password-protected workbooks.



✨ Improved

Calculation

  • Drill-down performance has been further improved.

  • Improved responsiveness of the "Cancel refresh" operation.

Drill-down

  • This version provides more consistent values for the Memo/Description field in the second-level (GL transaction) drill-down in both the Summary and Detail format.

Budgeting

  • SI.BUDGETABLEPERIODBYDATE – improved the error message and call-to-action when the specified budgeting period is not found in the ERP system.

Ribbon UI

  • For consistency with Excel ribbon terminology, the term "Worksheet" has been replaced with the term "Sheet" throughout the add-in.

UX

  • Date-returning functions such as SI.PROJECTENDDATE will now have a default formatting applied to it (YYYY-MM-DD ISO-based format).

  • Improved error reporting for missing arguments. For example, previously, =SI.ACCOUNTNAME("Sage", A1) for an empty A1 cell would display an error message like: "Account '' does not exist", whereas now Velixo will indicate that an account name is a required argument.

Project reporting

  • SI.EXPANDPROJECTESTIMATETYPERANGE – allows you to list different project estimate types available in your system.

  • SI.EXPANDPROJECTESTIMATERANGE has two new optional arguments:Primary (TRUE/FALSE, defaults to FALSE). Setting it to TRUE will allow you, for example, to retrieve only primary records when reporting on estimate forecasts (there can only be one primary estimate for a given project, and only the primary estimate includes original and change requests)EstimateType – allows filtering by estimate type, use one or more of the values provided by SI.EXPANDPROJECTESTIMATETYPERANGE.

  • SI.PROJECTESTIMATEAMOUNT and SI.PROJECTESTIMATEQUANTITY now contain the EffectiveDate argument.

Report distribution

  • Distribution of protected workbooks without a password will now work seamlessly.

  • Improved the reliability of the report distribution process on different platforms.

  • Distribution with attachments will now insert attachments into the resulting PDF in the same order as the SI.GETATTACHMENTS formulas are placed on the worksheet (left-to-right, top-to-bottom).

Query

  • Supported querying the SODOCUMENTENTRY.BILLED_APBILLITEM object relationship.

Project estimate writeback

  • It is now possible to upload multiple new project estimates for several projects in a single writeback run without explicitly breaking those with a WRITEBACKCOMMIT function.

Journal writeback

  • We enabled writing back journal entry lines with user-defined dimensions.

Budget writeback

  • Clearer error message is now provided when the "Note" field exceeds the allowed length of 200 characters.

Universal writeback

  • Implemented the creation of AP payment request objects: use the APPYMT object and make sure to include the PAYMENTDATE field in the source data.

  • Better validation messages.


🔨 Fixed

Calculation

  • Since Velixo NX 2024.7, a refresh operation could take a long time if the workbook was heavy on conditional formatting. This has been resolved.

Drilldown

  • Fixed a bug where if you opened a file and ran drilldown without a prior refresh, the drilldown would get stuck and never end.

Project reporting

  • SI.PROJECTESTIMATEAMOUNT function incorrectly returned zero value under the following conditions: IncludeChildDimensionBalances is set to TRUE, the combination of parent project & task doesn't exist in the system, but combinations of (some) child projects and tasks do exist in the ERP.

Query

  • Querying the USERRESTRICTION object always returned a single record even when multiple restrictions were present for the user.