If you are having trouble installing the update, please download it manually from our website.

Version 6.0.195 (released 2021-03-25)

✨ Improved

  • Improved the performance of Hide Zero Rows/Hide Zero Columns on very large sheets.

  • Added an alternative algorithm for the Excel (remove all formulas) option of report distribution that can be enabled through Workbook options.

  • Automatic refresh of Pivot Tables can now be configured from a Distribution List.

🔧 Fixed

  • Budget Writeback was failing on versions of Acumatica newer than 2020 R2 Update 7 (20.207+) and 2021 R1.

  • On a new spreadsheet, users could see an incorrect error message when entering an invalid connection name in formulas.

Version 6.0.180 (released 2021-03-14)

Major New Release from Velixo! Learn more at velixo.com/blog

🚀 New

  • The Distribution List feature now allows you to generate multiple worksheets from a single template sheet

  • When emailing reports from a Distribution List, the email body can now be drawn directly from a cell range or named region within the report being sent.

  • You can also now calculate balances for posted transactions, unposted transactions, or both!

  • Hide Zero Rows and Hide Zero Columns settings are now automatically reapplied after a refresh or a recalculation and you can manually reapply those settings after using Excel’s row filters.

  • The new ACCOUNTSANDSUBACCOUNTSWITHHISTORY function displays the combination of those accounts and subaccounts which have transaction dates within your specified financial periods.

  • New COLLATE function, giving you the ability to join multiple ranges and arrays into a single table-like dynamic array.

  • Project Forecast Writeback

✨ Improved

  • When working with multiple financial periods, the FINANCIALPERIODLIST function now supports displaying financial periods in descending order.

  • GL Writeback now supports the Create Tax Transactions feature.

  • New option in the application ribbon to remove Velixo and/or Excel functions from your report with the ability to automatically save the copy to the same folder as your original.

  • Improved formula auto-complete: Parameter suggestions are now provided for possible values when entering Velixo functions. Pressing F2 automatically picks the best match, when available.

  • Single Sign-on now uses your default browser for the authentication process.

  • Per-machine installation support for Citrix, Terminal Server and other multi-user environments.

  • Experimental support for Generic Inquiry functions in pre-Excel 365 versions.

Version 5.0.103 (released 2020-10-01)

  • Added support for Acumatica 2020 R2.

Version 5.0.102 (released 2020-07-15)

  • Resolved an error that could occur while using the report distribution feature.

Version 5.0.101 (released 2020-07-14)

  • Improved performance and responsiveness of the user interface during refresh.

  • Resolved an issue with dates during writeback on non-US English systems.

  • Resolved an issue with subaccount ranges and validation when subaccount codes have a variable length.

  • Resolved an error with the Insert Chart of Accounts button.

  • The GI() function is now available on all versions of Excel and will return a clear error message if dynamic arrays functionality is unavailable.

Version 5.0 (released 2020-06-30)

Major New Release from Velixo! Learn more at velixo.com/blog

  • GI(), GILOOKUP() and GILOOKUPF() functions make it easy to work with any generic inquiry from Velixo Reports. Please note that you must be on the Office 365 version of Excel (Monthly/Current Channel) with the new Dynamic Arrays feature to be able to use the GI() function.

  • It's now possible to login to Acumatica using single sign-on. Acumatica 2019 R2 or later is required. Configuration information is available at help.velixo.com.

  • Added a new set of list functions (EXPAND****) functions to retrieve dynamic lists of accounts, branches, projects, etc.

  • Added a new ACCOUNTCONSOLIST() function to retrieve the list of accounts based on a range of consolidation accounts.

  • Added new functions to retrieve and update Project Forecasts.

  • Project functions now allow you to retrieve the amounts in the project currency by setting the UseProjectCurrency argument to TRUE.

  • The BRANCHLIST function now allows you to specify multiple companies in a range.

  • Added the ability to attach files during report distribution; the path of the files to be attached needs to be set in the Attachments column. Separate multiple files by a semicolon if you need to attach multiple files.

  • Custom columns added to a GL Writeback worksheet are now uploaded to Acumatica. The column name must match the internal field name in Acumatica.

  • The Return Zero Values option now works in conjunction with financial periods. When enabled, functions that reference a financial period that does not exist will return 0 instead of an error.

  • Drilldown now considers the use of the subtraction operator, and automatically excludes accounts that have been excluded from the range.

  • It is now possible to cancel an ongoing refresh from the Refresh menu.

  • It's now possible to include every item in a range by using the "*" character. This is useful when you a have variable length identifier and you want to include everything except a few items, for example exclude a few branches in a GL calculation. Example: *;-SOMEBRANCH;-ANOTHERBRANCH

  • It is now possible to intersect a range with another range by using the "^" character in any range. This is useful when you have a filter at the row-level, and another one at the column-level that you want to combine and ensure that you only include subaccounts that match both filters. For example, the following range: CON-???-???^???-123-??? would only return subaccounts that have CON as the first segment and 123 as the second segment.

  • Increased the number of concurrent connections to speed up refresh on multi-connection reports

  • The user interface now shows up in French for users of a French version of Excel.

  • Enhanced Copy Workbook without formulas to work on protected sheets as well. The system will prompt you for a password if the sheets are password-protected.

  • Drilldown to project transactions now shows all inventory items when the summary is for the item.

  • Resolved an issue with report distribution in workbooks that contain chart-type sheets.

  • Resolved an issue preventing the "Copy Workbook Formulas" and Distribution list features to work on files shared to OneDrive.

  • Hide Zero Rows and Hide Zero Columns now available through VBA.

  • Added support for segmented account codes, cost codes, inventory items.

  • Improved validation of invalid items in ranges.

  • Resolved an issue with the Options screen when running Excel with a non-English language pack.

  • Updated the .NET Framework version used by Velixo to 4.7.2.

Version 4.3 (released 2019-09-06)

  • Full support for Acumatica 2019 R2 and MYOB Advanced 2019.1. For information on the upgrade process, refer to this article.

  • Added support for VBA Automation; key features such as Refresh, Distribution List, Writeback and Drilldown are now exposed for use in your own VBA macros.

  • It is now possible to refresh reports automatically when opening a file; this can be configured from the Options screen.

  • The Hide Zero Rows option has been extended to support hiding zero columns; a "Unhide All" option has been added as well in the same menu for convenience.

  • The subaccount name now shows up automatically in the drilldown tab when drilling down on GL values.

  • When opening a file with multiple connections, you can now apply the same credentials to every connections in your workbook by holding the SHIFT key when you click on the Connect button.

  • Added option to include only active accounts when inserting the chart of accounts in a sheet.

  • From the connection manager, it is now possible to see the license status of a connection (expiration date, modules licensed, URL)

  • Improvements to the distribution list functionality when using templates and macro-enabled workbooks.

  • Removed the TODAY() function from the default GL Writeback template to avoid unwanted recalculations triggered by the use of a volatile function.

  • Resolved an issue with GL Writeback that could occur if you don't have the PM module licensed.

  • Resolved an issue with GL Writeback that could occur on systems with non-US date formats.

  • GL Writeback now validates the projects and tasks used before submitted the batch to Acumatica to ensure and will warn you if a project or task is inactive.

Version 4.2 (released 2019-07-17)

  • The "Save Password" feature was not working correctly and connections were not re-established automatically when opening files from Protected View.

  • Added a SUBACCOUNTNAME function.

  • Improved validations and error handling of GL and Budget Writeback features.

  • It is now possible to specify the file extension to use for Excel files in distribution lists (.xlsb, .xlsx, .xlsm, .xls), allowing you to remove macros during distribution.

  • Resolved an issue with budget writeback when the segmented key configuration does not match the actual length of subaccount codes.

  • Added support for Acumatica 2019 R2.

  • It is now possible to drilldown on cells in Excel list tables that contain named column references.

  • Improved the installation process for Terminal Services / Citrix environments.

  • Improved performance of the GL inquiries for MySql.

  • Performance and stability improvements to the distribution list feature.

  • Corrected the error message that is displayed when referencing an invalid branch.

Version 4.1 (released 2019-05-14)

  • Added a new Options screen to configure the account balance sign and behaviour when retrieving values for non-existing accounts, subaccounts, etc.

  • It is now possible to check for updates manually from the Tools->Advanced->Check for Updates.

  • Workbooks with multiple connections now open faster.

  • Improved validations and error handling of GL and Budget Writeback features.

  • Improved the way subaccounts are filtered when using a range (START:END).

  • Improved performance and reliability of the Distribution feature.

  • The "Copy Workbook Without Formulas" tool now ensures financial periods and other fields do not convert automatically into dates when the cell is not already formatted as text.

  • The installer now supports versions of Excel installed from the Windows Store.

Version 4.0 (released 2019-01-29)

Version 3.0.6 (released 2018-11-07)

  • Resolved an issue when the PROJECTTURNOVERAMOUNT and PROJECTTURNOVERQUANTITY functions were used in the same file.

  • When working offline, the system would occasionally display an error message if you tried to refresh the report.

  • Your default proxy settings are now used if a proxy is configured.

  • Renamed "Company" to "Tenant" where appropriate to match the new terminology used in Acumatica and MYOB Advanced.

Version 3.0.5 (released 2018-11-05)

  • Resolved an issue causing Excel to hang during drilldown when using unrestricted ranges (ex: Sheet!A:B).

Version 3.0.4 (released 2018-10-26)

  • Added support for wildcard licenses (ex: http://localhost/*).

Version 3.0.3 (released 2018-10-04)

  • Resolved an issue with licensing.

Version 3.0.2 (released 2018-10-01)

  • Resolved an issue that prevented initial configuration of inquiries on HTTPS secure sites.

  • Improved detection of Acumatica 2018 R2 during initial configuration of inquiries.

Version 3.0.1 (released 2018-09-28)

Version 2.0.7 (released 2018-08-06)

  • Improvements to the "Copy Workbook Without Formulas" functionality.

Version 2.0.6 (released 2018-08-02)

  • Improvements to the "Copy Workbook Without Formulas" functionality.

  • The installer now has a digital signature.

Version 2.0.5 (released 2018-07-05)

  • Resolved an issue with drilldown amount and date formatting on non-US computers.

  • The local cache is now login-specific to facilitate switching back and forth between accounts with different branch and account restrictions.

Version 2.0.4 (released 2018-07-02)

  • Added an ACCOUNTTYPE() function to retrieve the account type (Asset, Liability, Income, Expense, etc.) of an account.

Version 2.0.3 (released 2018-06-21)

  • Accounts may now be subtracted from a range of accounts by prefixing the account code with minus (-).

Version 2.0.2 (released 2018-06-13)

  • Added the ability to specify multiple account classes like you can for accounts and subaccounts

  • New BRANCHLIST function

  • Improvements to drill-down

Version 2.0.1 (released 2018-05-29)

  • Miscellaneous improvements

Version 2.0.0 (released 2018-05-23)

  • First release of Velixo Reports Pro

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