NX Journal Writeback
Automating the process of creating batch journal entries for your ERP using Velixo NX and Excel for Mac or Excel Online
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago


Use the Journal Writeback feature to create allocations, accruals, and many other types of GL entries such as:

  • Month-end allocations of revenue and expenses

  • Accrual transactions

  • Release of restricted funds

  • Fringe calculations

  • Inter-entity and multi-currency transactions

  • Calculations, or GL entries that depend on data that is not available in your ERP

Create a Journal Transaction Worksheet

From any spreadsheet, start by creating an empty GL entry worksheet. On the Velixo NX ribbon, select Journal Transaction from the pulldown on the New Sheet button.

A worksheet template will open which looks similar to your ERP's Journal Transactions page.

For each row in the table, enter data that is necessary for your journal entry:

Velixo NX will ensure that any cells you leave empty will populate with default values (as they would when entering the transaction manually from your web browser).

To send your transaction data to your ERP, click on Perform Writeback:

either on the Velixo NX ribbon:

or on the side panel:

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