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Advanced Features

Helpful how-to and configuration information beyond the basics

29 articles
Harry Lewis avatarGabriel Michaud avatar
Written by Harry Lewis and Gabriel Michaud

Configuring Access Rights

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

Ways to Improve Performance

of your Velixo reports
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Creating Multiple Report Sheets from a Single Template

using the Velixo "Blueprint" feature with a Distribution List
Gabriel Michaud avatar
Written by Gabriel Michaud. Updated over a week ago

Single sign-on to your ERP

Configure Velixo to utilize your ERP's SSO capabilities
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Creating Interactive Reports with Pulldown Lists

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

Embedding a Velixo Report in the ERP Dashboard

Static versions of a report can be placed in the Dashboard
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Linking from your report to your ERP

Creating hyperlinks to access further details
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Embedding your Velixo Data

within your PowerPoint presentation
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Written by Harry Lewis. Updated over a week ago

Custom Drilldown

Showing transaction-level details directly within Excel
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Installing Velixo for All Users on a Single Machine

Are you trying to install Velixo on a Terminal Server or Citrix environment? This is for you.
Gabriel Michaud avatar
Written by Gabriel Michaud. Updated over a week ago

Refreshing the Velixo License

to reflect licensing changes
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Written by Gabriel Michaud. Updated over a week ago

Account balances using date ranges: what if the transaction date does not match the financial period?

How balances and totals are computed when a transaction is posted to a financial period that does not match the transaction date.
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Filtering by Company

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

Screen IDs for the Velixo Generic Inquiries

Methods for assigning
Gabriel Michaud avatar
Written by Gabriel Michaud. Updated over a week ago

Sharing Reports in Microsoft Teams

How to use Microsoft Teams with your Velixo reports
Gabriel Michaud avatar
Written by Gabriel Michaud. Updated over a week ago

Filtering Generic Inquiries by Financial Period Range

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

Maintaining Formatting of Financial Periods

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

Convert Tree Structure to Multiple (dependent) Dropdowns

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

Retrieving Subaccount Segment Names

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

Alternative Algorithm when Removing All Formulas

to avoid slow processing with certain configurations of Excel
Harry Lewis avatar
Written by Harry Lewis. Updated over a week ago

Writeback Features

7 articles
Harry Lewis avatarGabriel Michaud avatar
Written by Harry Lewis and Gabriel Michaud

Acumatica Customization Package

2 articles
Harry Lewis avatar
Written by Harry Lewis