Velixo NX 2026.5 Release notes

Excel add-in

Release date: 3 June 2026

🚀 New

• The Velixo Intelligence agent can now:

  • Perform operations such as worksheet rename/hide, sort/filter, conditional formatting, and freeze/group. (RD-9966)

  • Create charts. (RD-9358)

  • Set appropriate column widths. (RD-9675)

• Each error in the Formulas to Review panel now has a Troubleshoot button that hands the error and its context to Velixo Intelligence for diagnosis. (RD-10511)

• You can now write back to multiple worksheets at a time using the new Multiple Sheets mode in the Perform Writeback dropdown. You can tick the worksheets you want to write back in the side panel; they are then processed one by one in a single operation. (RD-10140)

• SI.XQUERY, SI.XQUERYFILTER, and SI.XQUERYLOOKUP now support querying related objects via the Sage Intacct REST API, and SI.XOBJECTDEFINITION now includes information about the relationships exposed by each object. (RD-3738) (Sage Intacct)

• SI.WRITEBACK now supports a new CustomFields argument that accepts a two-column array of custom-field integration names and values so that you can write journal entries (and other objects) with custom fields populated. (RD-10072) (Sage Intacct)

✨ Improved

• The VX.ANALYSIS function is now VX.ASK. (RD-10913)

• Query Builder now lets you choose whether the object/field search matches against UI names, API names, or both. (RD-8866)

• We made Velixo NX look and feel crisper with a new font. (RD-10954)

• SI.EXPANDGLHISTORY can now combine actual and budget data in a single expansion. When a BudgetID is provided, the default for BalanceTypesToLookAt becomes budgeted; specifying non-budgeted balance types alongside a budget ID will also retrieve the corresponding actuals data. (RD-10544) (Sage Intacct)

• Query Builder no longer shows redundant fields (e.g. CUSTOMER.NAME) when an identically named relationship is already present. The select list consistently uses relationship names, eliminating ambiguous duplicates. (RD-10151) (Sage Intacct)

• Query Builder now supports Sage Intacct subtype objects (e.g. PODOCUMENT (Purchase Orders)), both when constructing new queries and when editing existing SI.QUERY formulas that target them. (RD-9188) (Sage Intacct)

• Significantly improved refresh performance in large workbooks when using functions that output spill ranges (e.g., leveraging SI.DIMENSIONS). (RD-10962)

🔨 Fixed

• Fixed an issue where the Distribute button on the Velixo NX ribbon could remain disabled when switching back to a distribution list worksheet, requiring a taskpane reload as a workaround. (RD-10301)

• Fixed an issue where the connection editor did not clear fields (such as username, password, and tenant) when the ERP type was changed, which could carry incorrect credentials over to the next connection attempt. (RD-8346)

• Fixed a bug causing Velixo to require signing-in each time a user opened a file with established connections. (RD-9436)

• Fixed a bug where writing back an Account Group with Account Range child records via SI.WRITEBACK could silently drop the child records without any error when the ParentRecordGroupName was left empty in scenarios with multiple possible group names. (RD-10267)

Velixo Portal

🚀 New

• Every organization now has a designated Owner — a special form of organization admin whose role cannot be revoked by any other admin. (RD-10344)

• The Tenant terminology in Portal is now deprecated. All users are now scoped to an Organization. (RD-10046)

• Every user can now see who the administrator of their organization is. (RD-9377)

• The Account Roles grid on the Account Details page now shows an Administrator column with the organization admin(s) above the current user in the hierarchy. The column is hidden when it would be empty across all rows. (RD-9376)