Velixo NX

for Excel for Mac, Excel Online, and with Sage Intacct

23 articles in this collection
Written by Pavel Kabir and Harry Lewis

What is Velixo NX?

Velixo reporting for Excel 365 for Mac and Excel Online (Vx button)

Written by Harry Lewis
Updated over a week ago

Velixo NX Interface

The user interface of Velixo for Mac and Excel Online

Written by Harry Lewis
Updated over a week ago

Installation & Configuration

GL Writeback with Velixo NX

Requires that the Acumatica Customization Project be published

Written by Harry Lewis
Updated over a week ago

Create your first Velixo report for Sage Intacct

Written by Pavel Kabir
Updated this week

Installing and Configuring Velixo NX on Mac or Excel Online

Getting started with the Preview of Velixo NX (Vx button)

Written by Harry Lewis
Updated over a week ago

How-To

Sage Intacct integration guide

How to enable Velixo to work with your Sage Intacct company

Written by Pavel Kabir
Updated over a week ago

Sage Intacct: filtering balances by dimensions

What is the list of all supported dimensions? How to show only part of the amount corresponding to the dimension?

Written by Pavel Kabir
Updated over a week ago

Using Velixo NX Drilldown

on Mac and Excel Online

Written by Harry Lewis
Updated over a week ago

Troubleshooting

Cannot find Velixo NX add-in

using Excel for Mac

Written by Harry Lewis
Updated over a week ago

Velixo NX only displays #NAME!

when using Excel for Mac (Vx button)

Written by Harry Lewis
Updated over a week ago

Velixo NX Considerations

Differences when using the Vx button in Excel for Mac or Excel Online

Written by Harry Lewis
Updated over a week ago

Sage Intacct functions

SI.ACCOUNTNAME

Return the account name for a given account code

Written by Pavel Kabir
Updated over a week ago

SI.ADJUSTEDCREDITS

Total adjusted credits to a GL account within the specified reporting period or between two dates

Written by Pavel Kabir
Updated over a week ago

SI.ADJUSTEDDEBITS

Total adjusted debits to a GL account within the specified reporting period or between two dates

Written by Pavel Kabir
Updated over a week ago

SI.BUDGETTURNOVER

Budgeted account turnover (within a reporting period or between two dates)

Written by Pavel Kabir
Updated over a week ago

SI.CLOSINGBALANCE

Closing balance of an account (as of reporting period or date)

Written by Pavel Kabir
Updated over a week ago

SI.CREDITS

Total credits to a GL account within the specified reporting period or between two dates

Written by Pavel Kabir
Updated over a week ago

SI.DEBITS

Total debits to a GL account within the specified reporting period or between two dates

Written by Pavel Kabir
Updated over a week ago

SI.EXPANDACCOUNTRANGE

Returns all Sage Intacct general ledger account numbers within the specified range

Written by Pavel Kabir
Updated over a week ago

SI.OBJECTDEFINITION

Returns the set of columns available in a specified Sage Intacct object

Written by Pavel Kabir
Updated over a week ago

SI.OPENINGBALANCE

Opening balance of an account (as of reporting period or date)

Written by Pavel Kabir
Updated over a week ago

SI.QUERY

A generic query function to retrieve a filtered list of entities

Written by Pavel Kabir
Updated over a week ago

SI.TURNOVER

Account turnover (within a reporting period or between two dates)

Written by Pavel Kabir
Updated over a week ago