Applies to:

• Velixo NX
• Sage Intacct

Release date: December 30th, 2024

Version number: 2024.12.120 or higher

🚀 New:

• The new “Freeze/Unfreeze” functionality on the Velixo ribbon allows you to temporarily convert a Velixo-enabled worksheet to a static view of its data (just the figures). All Velixo formulas are preserved behind the scenes, but they will not recalculate while the worksheet is frozen! 
  • Here are a few scenarios where Velixo has got you covered:
    • You may share a workbook with someone who doesn't have Velixo installed, and they would be able to view the figures and collaborate
    • When you travel with slow/absent connectivity and would like to work on your workbook without the formulas constantly refreshing
  • As soon as you’re done, just “Unfreeze” the workbook/worksheet, and it may be refreshed again! 
• We have completely revamped the SI.QUERY() function’s output-to-table mechanism, making it a lot more intuitive and convenient.
  • User-added columns with formulas are now always preserved. User-added columns with custom values (not formulas) are preserved whenever the queried table contains a key column (e.g. RECORDNO).
  • Destination tables will remain refreshable even if you manually drag and reorder their columns, or insert custom columns into the middle!
  • Adding new columns to the Select argument will not reset the table or lead to data loss.
• New advanced refresh options for large Sage Intacct databases: granular per-dimension balance loading and global query filters. In our internal testing, this functionality unblocks some of our larger clients and makes completely un-refreshable benchmark files run in just 20 seconds!
• We have drastically simplified the product licensing process for Velixo VAR partners. Reach out to us to learn more!

✨ Improved:

• Refresh:
  • Velixo’s smart refresh became smarter about re-opening closed books. We are now able to detect the scenario where you temporarily re-open old books, post transactions, and close them again. In this case, Velixo will not "lose" the newly posted transactions and reduces your need to rely on the “Full Refresh (Slow)” option.
• UX:
  • Extended the set of long-running operations that can be automatically queued after each other (if you try to start a new operation before the current one finishes).
  • Velixo will now detect when Microsoft Excel runs into a known bug when initialising Velixo functions and suggest a simple recovery strategy.
• SI.QUERY:
  • You will now be able to query subtypes of a particular document (as determined by its DOCPARID). Example: SI.QUERY(“Sage”, “SODOCUMENT (Contract Change Order)”). In particular, this allows you to retrieve subtype-specific custom columns.
  • SI.QUERY will now correctly order records by their RECORDNO numerically and not alphabetically, as was the case previously.

  • You can now query just aggregated columns without specifying any explicit grouping keys: e.g. SUM(AMOUNT).

• Other functions:
  • The TOTABLE() function will now use the actual header names included in the data when DataIncludesHeaders is set to TRUE.
• Connection:
  • When connection credentials have not been saved, or single sign-on credentials have expired, Velixo will prompt you to re-establish the connection during the workbook opening process.
• Snapshot:
  • Velixo will now minimise the number of inline spill ranges produced by the Snapshot functionality. Now, it will try to preserve only those that are directly referenced as a spill range (A1#) by other cells or workbook objects. This improves snapshotting performance!
• Support improvements:
  • We have made it easier for Velixo support to troubleshoot bugs that span multiple areas (frontend, backend, and Tools), as those are now associated with a single customer telemetry session.

🐛 Fixed:

• Velixo made unnecessary duplicate requests to determine the users’ eligibility for a free trial, which slowed the connection process.
• After accepting Velixo’s Terms of Use in a workbook set up to refresh upon opening automatically, the side panel contained a misleading error message: “The Terms and Conditions have not been accepted”.
• The “Connect and refresh” button in the connection editor (under the drop-down from “Connect”) did not trigger a refresh.
• Multiple other minor bug fixes.