Velixo NX 2024.2 Release Notes - Sage Intacct

Applies to:

• Velixo NX
• Sage Intacct

Release date: February 23, 2024

Build: g76286d425f 

• SI.QUERY now allows you to query objects related to the main table using the dot syntax. (#4527)
  • For example, when querying GLENTRY you can reference fields of related GLBATCH like GLBATCH.BATCH_NUMBER). 
  • Certain restrictions apply, see function documentation (TBD) for more information.
• Second-level (transaction) drill-down will now contain columns for adjusting debit & credit amounts, if any are non-zero across the rows.
• New SI.EXPANDACCOUNTSINGROUP function that returns all constituent accounts for a given Velixo range expression of account group IDs. (#4516)
• The Help dropdown in the Velixo NX ribbon now contains a link to useful report templates. (#4460)
• Updated connection editor UI that makes the sign-in process more intuitive. There is now only one “connect” button, and the user explicitly chooses whether to enter their credentials in Velixo or to sign-in directly with their ERP system. (#4491)
  • We used to call this "SSO" and have a separate "key" button, which was slightly confusing since with this meahcnism, you could choose to use or not use another layer of SSO on your ERP's login page, such as Azure AD.
• TODAYNV function, which is a non-volatile alternative to Excel’s built-in TODAY function, allowing you to improve performance and reliability in your Velixo reports. We recommend using it in all Velixo reports by default instead of TODAY. (#4620)

• Functions:
  • Added a new AccountGroupType argument to SI.EXPANDACCOUNTGROUPRANGE, that allows you to filter the resulting list by specific account group type(s).
  • Specifying the project ID in SI.TASKNAME is now optional, in which case the function will return the name of the respective standard task. (#4492)
  • Improved error reporting on missing required function arguments and incorrect argument data types. (#4423)
• Writeback:
  • Noticeably improved the speed of small writeback operations. (#4397)
  • Writeback will not proceed if there are Excel errors in any of the source data for the writeback (#4415)
  • Project estimates that have different description field will now be treated as separate estimates during writeback (#4061)
• Copy without formulas:
  • Removing formulas will now also process any LAMBDA functions referencing Velixo functions. (#4469)
  • Improved algorithm for copying without formulas that reduces the risk of errored-out cells in the resulting workbook. (#4450)
• Drilldown:
  • Drill-down worksheet will now be inserted immediately after the source worksheet. (#4418)
  • Significant gains in drill-down speed. (#4391, #4397, #4484)
• Misc:
  • Velixo will now automatically remove the old data caches in case too many have been accumulated, which mostly impacted users connecting to multiple different ERP instances.  (#4400)
  • Multiple minor visual / error message improvements and fixes (#4324, #4326, #4339, #4347, #4355, #4362, #4377, #4382, #4383, #4393, #4401, #4405, #4407, #4433, #4476, #4548)

• The user was unable to connect after changing the connection type to a different ERP system in the connection editor. (#4403)
• When credentials had been remembered for a connection, temporarily using a different set of (non-stored) connection credentials did not work as expected, because Velixo always preferred the stored ones, effectively logging in under a different user. (#4429)
• Second-level transaction drill-down did not work when location was not specified in the source row. (#4609)