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How-To Guides

Techniques, Tips, and Best Practices for creating Velixo reports

25 articles
Harry Lewis avatarGabriel Michaud avatarPavel Kabir avatar
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?
Gabriel Michaud avatar
Written by Gabriel Michaud. Updated over a week ago

Retrieving YTD/MTD/QTD balances

How to show balances for a range of financial periods
Harry Lewis avatar
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
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

How to provide feedback or open a support ticket with Velixo

Pavel Kabir avatar
Written by Pavel Kabir. Updated over a week ago

Using Drilldown

Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Using Acumatica Permissions with Velixo

Gabriel Michaud avatar
Written by Gabriel Michaud. Updated over a week ago

Upgrading to a newer version of Velixo (Classic)

Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Upgrading to a newer version of your ERP

Acumatica, MYOB Advanced, or CEGID
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Understanding Acumatica Tenants, Companies, and Branches

Harry Lewis avatar
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
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Generic Inquiries

10 articles
Harry Lewis avatarGabriel Michaud avatarPavel Kabir avatar
Written by Harry Lewis, Gabriel Michaud and Pavel Kabir

Distribution Lists

5 articles
Gabriel Michaud avatarHarry Lewis avatar
Written by Gabriel Michaud and Harry Lewis