Velixo Functions

ACCOUNTBEGINNINGBALANCE function

Calculates the beginning balance of one or more general ledger accounts, for a specific period

Written by Harry Lewis
Updated over a week ago

ACCOUNTCLASS function

Returns the account class code of a specified General Ledger account.

Written by Harry Lewis
Updated over a week ago

ACCOUNTCLASSLIST function

Returns the list of GL account codes assigned to the specified account class

Written by Gabriel Michaud
Updated over a week ago

ACCOUNTCLASSNAME function

Returns the name of a specified account class

Written by Harry Lewis
Updated over a week ago

ACCOUNTCONSOLIST function

Returns the list of GL account codes matching the specified consolidation account(s).

Written by Gabriel Michaud
Updated over a week ago

ACCOUNTENDINGBALANCE function

Calculates the ending balance of one or more GL accounts as of a specific period

Written by Harry Lewis
Updated over a week ago

ACCOUNTNAME function

Returns the name of the specified GL account

Written by Gabriel Michaud
Updated over a week ago

ACCOUNTTOTALCREDITS function

Calculates the total credits of one or more general ledger accounts over a given period.

Written by Harry Lewis
Updated over a week ago

ACCOUNTTOTALDEBITS function

Calculates the total debits of one or more general ledger accounts for a given period

Written by Harry Lewis
Updated over a week ago

ACCOUNTTURNOVER function

Calculates the turnover of one or more GL accounts as of a given period

Written by Harry Lewis
Updated over a week ago

ACCOUNTTYPE function

Returns the type of a specified general ledger account

Written by Gabriel Michaud
Updated over a week ago

BRANCHLIST function

Returns the list of branches associated with one or more companies

Written by Gabriel Michaud
Updated over a week ago

BRANCHNAME function

Returns the name of a specified branch ID

Written by Harry Lewis
Updated over a week ago

FINANCIALPERIOD function

Returns the defined financial period for a given year and period number

Written by Gabriel Michaud
Updated over a week ago

FINANCIALPERIODBYDATE function

Returns the financial period of a specified date

Written by Harry Lewis
Updated over a week ago

FINANCIALPERIODENDDATE function

Returns the Excel date value for the end date of a specified financial period

Written by Harry Lewis
Updated over a week ago

FINANCIALPERIODOFFSET function

Returns the Acumatica financial period that is a specific number of periods before or after the listed period

Written by Gabriel Michaud
Updated over a week ago

FINANCIALPERIODSTARTDATE function

Returns the Excel date value for the start date of a specified financial period

Written by Harry Lewis
Updated over a week ago

SUBACCOUNTNAME Function

Returns the name of the specified GL subaccount

Written by Gabriel Michaud
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

ACCOUNTSANDSUBACCOUNTSWITHHISTORY function

Returns a dynamic array of each branch, account, and subaccount with account history

Written by Harry Lewis
Updated over a week ago

ACCOUNTSWITHHISTORY function

Returns an Excel array listing accounts for which there is account history during the specified period

Written by Harry Lewis
Updated over a week ago

COLLATE function

Combines multiple arrays or ranges into a single array

Written by Harry Lewis
Updated over a week ago

EXPANDACCOUNTCLASSRANGE function

Returns all general ledger account class codes within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDACCOUNTGROUPRANGE function

Returns all general ledger account group codes within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDACCOUNTRANGE function

Returns all general ledger account numbers within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDBRANCHRANGE function

Returns all branch codes within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDCOMPANYRANGE function

Returns all company codes for the tenant

Written by Harry Lewis
Updated over a week ago

EXPANDCOSTCODERANGE function

Returns all project cost codes within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDINVENTORYITEMRANGE function

Returns all inventory item codes within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDPROJECTRANGE function

Returns all project codes within the specified range

Written by Harry Lewis
Updated over a week ago

EXPANDSUBACCOUNTRANGE function

returns all general ledger sub-account codes within the specified range

Written by Harry Lewis
Updated over a week ago

FINANCIALPERIODLIST function

Returns an expanded list of defined financial periods

Written by Gabriel Michaud
Updated over a week ago

TEXTSPLIT Function

Converts a delimited list into an Excel array of values

Written by Harry Lewis
Updated over a week ago

UNIQUEBYPATTERN function

Returns the unique values (based on a pattern) from an array or range of cells

Written by Gabriel Michaud
Updated over a week ago

ACCOUNTGROUPDESCRIPTION function

Returns the description associated with the specified project account group

Written by Harry Lewis
Updated over a week ago

COSTCODEDESCRIPTION function

Returns the description of the specified project cost code

Written by Harry Lewis
Updated over a week ago

INVENTORYITEMDESCRIPTION function

Returns the description of the specified project inventory item

Written by Harry Lewis
Updated over a week ago

PROJECTBEGINNINGAMOUNT function

Calculates the beginning amount of one or more project(s) and task(s) as of a specific period.

Written by Harry Lewis
Updated over a week ago

PROJECTBEGINNINGQUANTITY function

Calculates the beginning quantity of one or more projects and tasks containing Inventory Item information

Written by Harry Lewis
Updated over a week ago

PROJECTBUDGETAMOUNT function

Calculates the original budgeted amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTBUDGETQUANTITY function

Calculates the original budgeted quantity of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTCHANGEORDERAMOUNT function

Calculates the change order amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTCHANGEORDERQUANTITY function

Calculates the change order quantity of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOMMITTEDAMOUNT function

Calculates the original committed amount of one or more projects and tasks.

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOMMITTEDINVOICEDAMOUNT function

Calculates the committed invoiced amount of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOMMITTEDINVOICEDQUANTITY function

Calculates the committed invoiced quantity of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOMMITTEDOPENAMOUNT function

Calculates the committed open amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTCOMMITTEDOPENQUANTITY function

Calculates the committed open quantity of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOMMITTEDQUANTITY function

Calculates the original committed quantity of one or more projects and tasks.

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOMMITTEDRECEIVEDQUANTITY function

Calculates the committed received quantity of one or more projects and tasks.

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOSTATCOMPLETION function

Calculates the cost at completion of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTCOSTTOCOMPLETE function

Calculates the cost to complete of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTDESCRIPTION function

Returns the description of a specified Project ID

Written by Harry Lewis
Updated over a week ago

PROJECTENDDATE function

Returns the end date of a project

Written by Harry Lewis
Updated over a week ago

PROJECTENDINGAMOUNT function

Calculates the ending amount of one or more projects and tasks as of a specific period

Written by Harry Lewis
Updated over a week ago

PROJECTENDINGQUANTITY function

Calculates the ending quantity of one or more projects and tasks containing Inventory Item information

Written by Harry Lewis
Updated over a week ago

PROJECTFORECASTAMOUNT function

Calculates the original forecasted amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTFORECASTQUANTITY function

Calculates the original forecasted quantity of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTFORECASTREVISEDAMOUNT function

Calculates the revised forecasted amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTFORECASTREVISEDQUANTITY function

Calculates the revised forecasted quantity of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTPENDINGINVOICEAMOUNT function

Calculates the pending invoice amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTREVISEDBUDGETAMOUNT function

Calculates the revised budgeted amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTREVISEDBUDGETQUANTITY function

Calculates the revised budgeted quantity of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTREVISEDCOMMITTEDAMOUNT function

Calculates the revised committed amount of one or more projects and tasks

Written by Harry Lewis
Updated over a week ago

PROJECTREVISEDCOMMITTEDQUANTITY function

Calculates the revised committed quantity of one or more projects and tasks

Written by Gabriel Michaud
Updated over a week ago

PROJECTSTARTDATE function

Returns the start date for a specified project

Written by Harry Lewis
Updated over a week ago

PROJECTTASKDESCRIPTION function

Returns the description of a specific task in the specified project

Written by Harry Lewis
Updated over a week ago

PROJECTTASKENDDATE function

Returns the end date of a specific task in the specified project

Written by Harry Lewis
Updated over a week ago

PROJECTTASKPLANNEDENDDATE function

Returns the planned end date of a specific task in the specified project

Written by Harry Lewis
Updated over a week ago

PROJECTTASKPLANNEDSTARTDATE function

Returns the planned start date of a specific task in the specified project

Written by Harry Lewis
Updated over a week ago

PROJECTTASKSTARTDATE function

Returns the start date of a specific task in the specified project

Written by Harry Lewis
Updated over a week ago

PROJECTTURNOVERAMOUNT function

Calculates the turnover (net change) amount of one or more projects and tasks over a given period

Written by Harry Lewis
Updated over a week ago

PROJECTTURNOVERQUANTITY function

Calculates the turnover quantity of one or more projects and tasks containing Inventory Item information.

Written by Gabriel Michaud
Updated over a week ago

Introduction to Generic Inquiries

Bringing Acumatica Generic Inquiry results into Excel

Written by Harry Lewis
Updated over a week ago

GI function

Returns the contents of the specified generic inquiry

Written by Harry Lewis
Updated over a week ago

GIFILTER function

Produces a filter for use inside other GI functions

Written by Gabriel Michaud
Updated over a week ago

GILOOKUP function

Returns the value of a specific column from a Generic Inquiry, using the keys associated with the inquiry

Written by Gabriel Michaud
Updated over a week ago

GILOOKUPF function

Returns the value from a specific column in a generic inquiry by first applying a Filter and then using the Keys associated with the inquiry

Written by Gabriel Michaud
Updated over a week ago

LASTREFRESHDATE function

Returns an Excel date/time value of when the specified connection was last refreshed.

Written by Harry Lewis
Updated over a week ago

LASTREFRESHBY function

Returns the Windows username of the person who last refreshed the specified connection

Written by Harry Lewis
Updated over a week ago

VELIXOVERSION Function

Returns the version number of the installed Velixo Reports or Velixo NX add-in

Written by Gabriel Michaud
Updated over a week ago

WRITEBACK function

(using an Import Scenario to send data to any screen in the ERP)

Written by Gabriel Michaud
Updated today

WRITEBACKREFRESHDATA function

Refreshes the data contained in the workbook's writeback caches with the most recent data available in Acumatica

Written by Gabriel Michaud
Updated over a week ago

WRITEBACKARGUMENTS function

Returns the necessary values (those not automatically assigned) for the specified ERP Import Scenario

Written by Harry Lewis
Updated over a week ago

WRITEBACKBUDGET Function

Sends one or more amounts to the specified ERP budget for a specific revision, task, account group, and financial period

Written by Harry Lewis
Updated over a week ago

WRITEBACKPROJECTUPDATEBUDGET function

Applies the current budget forecast (for the specified revision of the specified project budget) to the project budget

Written by Gabriel Michaud
Updated over a week ago

WRITEBACKPROJECTFORECAST function

Sends an Amount and/or Quantity to the specified project budget

Written by Gabriel Michaud
Updated over a week ago