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Velixo NX
NX Insert Chart of Accounts
NX Insert Chart of Accounts
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago


Used to quickly insert all chart of accounts from a selected connection.

How to Insert Chart of Accounts

First, select the cell where you want the insertion to start.

Click Insert Chart of Accounts from the Tools section of the Velixo NX ribbon in the Excel toolbar.

In the Velixo NX side panel, select the Connection from where the chart of accounts should be loaded (if you only have one connection defined, it will be listed by default). If you only want to include active accounts, slide the option to Include only active accounts to the right.

Click Insert

The result should be a list of the chart of accounts similar to this:

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