How-To Guides
Techniques, Tips, and Best Practices for creating Velixo reports
25 articles

Written by Harry Lewis, Gabriel Michaud and Pavel Kabir



Sharing Reports - FAQ
What is the best way to store reports when multiple users (some without Velixo) are accessing the same reports?
Written by Gabriel Michaud. Updated over a week ago
Retrieving YTD/MTD/QTD balances
How to show balances for a range of financial periods
Written by Harry Lewis. Updated over a week ago
Filtering techniques for use with many Velixo functions
Specify multiple entities, ranges, and wildcards in functions
Written by Harry Lewis. Updated over a week ago
How to provide feedback or open a support ticket with Velixo

Written by Pavel Kabir. Updated over a week ago
Using Drilldown

Written by Harry Lewis. Updated over a week ago
Using Acumatica Permissions with Velixo

Written by Gabriel Michaud. Updated over a week ago
Upgrading to a newer version of Velixo (Classic)

Written by Harry Lewis. Updated over a week ago
Upgrading to a newer version of your ERP
Acumatica, MYOB Advanced, or CEGID
Written by Harry Lewis. Updated over a week ago
Understanding Acumatica Tenants, Companies, and Branches

Written by Harry Lewis. Updated over a week ago
Using arrays or cell references as parameters in GL functions
any argument to the function can be an Excel array or cell range reference
Written by Harry Lewis. Updated over a week ago