Applies to:

• Velixo NX
• Sage Intacct

Release date: September 2nd, 2024

Version number: 2024.9.1 or higher

🚀 New

Ribbon UI

• Velixo NX has a new look with more minimalistic and modern ribbon icons that match the style of Velixo's website and look more like Velixo! ✨

Localization

• Guten Tag! German localization is now supported in Velixo NX.

Snapshot

• "Copy workbook without formulas" has grown into a more powerful feature called Snapshot: everything you know and love about the functionality, with extras:
  • You can now decide to snapshot only the active worksheet instead of the entire workbook
  • A worksheet-level snapshot can be targeted to the current workbook or a separate workbook
  • You can now decide to preserve writeback formulas while doing snapshots: can be incredibly useful when e.g. iterating on budgets

Report distribution

• New distribution lists that you create will contain a "Refresh workbook" parameter (set to "Yes" by default), which will ensure your workbook is refreshed prior to running the distribution. This helps to address a "partially refreshed" workbook state when:
  • You use distribution lists with parameters;
  • You start a distribution after a long time not refreshing the workbook.
• The scheduled distribution command-line tool supports a new parameter "--workbook-password" that allows you to work with password-protected workbooks.

✨ Improved

Calculation

• Drill-down performance has been further improved.
• Improved responsiveness of the "Cancel refresh" operation.

Drill-down

• This version provides more consistent values for the Memo/Description field in the second-level (GL transaction) drill-down in both the Summary and Detail format.

Budgeting

• SI.BUDGETABLEPERIODBYDATE – improved the error message and call-to-action when the specified budgeting period is not found in the ERP system.

Ribbon UI

• For consistency with Excel ribbon terminology, the term "Worksheet" has been replaced with the term "Sheet" throughout the add-in.

UX

• Date-returning functions such as SI.PROJECTENDDATE will now have a default formatting applied to it (YYYY-MM-DD ISO-based format).
• Improved error reporting for missing arguments. For example, previously, =SI.ACCOUNTNAME("Sage", A1) for an empty A1 cell would display an error message like: "Account '' does not exist", whereas now Velixo will indicate that an account name is a required argument.

Project reporting

• SI.EXPANDPROJECTESTIMATETYPERANGE – allows you to list different project estimate types available in your system.
• SI.EXPANDPROJECTESTIMATERANGE has two new optional arguments:
  • Primary (TRUE/FALSE, defaults to FALSE). Setting it to TRUE will allow you, for example, to retrieve only primary records when reporting on estimate forecasts (there can only be one primary estimate for a given project, and only the primary estimate includes original and change requests)

  • EstimateType – allows filtering by estimate type, use one or more of the values provided by SI.EXPANDPROJECTESTIMATETYPERANGE.

• SI.PROJECTESTIMATEAMOUNT and SI.PROJECTESTIMATEQUANTITY now contain the EffectiveDate argument.

Report distribution

• Distribution of protected workbooks without a password will now work seamlessly.
• Improved the reliability of the report distribution process on different platforms.
• Distribution with attachments will now insert attachments into the resulting PDF in the same order as the SI.GETATTACHMENTS formulas are placed on the worksheet (left-to-right, top-to-bottom).

Query

• Supported querying the SODOCUMENTENTRY.BILLED_APBILLITEM object relationship.

Project estimate writeback

• It is now possible to upload multiple new project estimates for several projects in a single writeback run without explicitly breaking those with a WRITEBACKCOMMIT function.

Journal writeback

• We enabled writing back journal entry lines with user-defined dimensions.

Budget writeback

• Clearer error message is now provided when the "Note" field exceeds the allowed length of 200 characters.

Universal writeback

• Implemented the creation of AP payment request objects: use the APPYMT object and make sure to include the PAYMENTDATE field in the source data.
• Better validation messages.

🔨 Fixed

Calculation

• Since Velixo NX 2024.7, a refresh operation could take a long time if the workbook was heavy on conditional formatting. This has been resolved.

Drilldown

• Fixed a bug where if you opened a file and ran drilldown without a prior refresh, the drilldown would get stuck and never end.

Project reporting

• SI.PROJECTESTIMATEAMOUNT function incorrectly returned zero value under the following conditions: IncludeChildDimensionBalances is set to TRUE, the combination of parent project & task doesn't exist in the system, but combinations of (some) child projects and tasks do exist in the ERP.

Query

• Querying the USERRESTRICTION object always returned a single record even when multiple restrictions were present for the user.