Learning Resources

Posted 5 months ago by Nathaniel Travis

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Nathaniel Travis
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I am a hands on learner, and the demo files look like they would be helpful, but we no longer have the 'demo' tenant, and therefore the demo files are all just broken links etc. which makes it really difficult for me to reverse engineer.

I also would like to replicate the Account Details view in excel to then work with and analyze, but I can't seem to easily locate the formulae that would allow me to do so. Is there a better way for me to train? do you have a conference or do you attend other conferences to offer educational sessions?

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Harry Lewis posted 5 months ago Admin Best Answer

You can modify the sample reports to work with your own data.

Training can be purchased (you would contact your Customer Sucess Manager to make arrangements).  For more self-guided exploration, you can use the Getting Started section of our online Help Center.  You could then branch out and explore the various Velixo functions.

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Gabriel Michaud

Gabriel Michaud posted 5 months ago Admin

Andrew: welcome to the community forums, great to see you here!

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Gabriel Michaud

Gabriel Michaud posted 5 months ago Admin

Hi Nathaniel,


What happened when you tried to modify? Customizations shouldn't interfere with steps described in the article. We'll be happy to help you overcome this. Did Harry reach out with credentials to our demo instance?


P.S. congrats on child number 3!




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Nathaniel Travis posted 5 months ago

With some of the customizations that we have, modifying didn't quite work... that was the first thing I tried.

And thanks Andrew, I was really hoping to head to the Acumatica conference this year anticipating a Velixo presence, but 2024 won't be in the cards for me.  I can make January work from a ME and audit schedule perspective. But I have child number 3 also due January 2024, wife wouldnt appreciate a conference trip to Vegas! 

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Andrew Craft posted 5 months ago

Hey Nathaniel! I have been using Velixo (Acumatica) for about a little more than a year. Same as you, the best way I learned was hands on and building my own reports. Happy to help if I can. 

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Gabriel Michaud

Gabriel Michaud posted 5 months ago Admin

Nathaniel -- I'll work with the team to arrange access to our demo tenant, this will let you look at the reports and inquiries with a live, working instance. Harry will reach out.

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Harry Lewis posted 5 months ago Admin Answer

You can modify the sample reports to work with your own data.

Training can be purchased (you would contact your Customer Sucess Manager to make arrangements).  For more self-guided exploration, you can use the Getting Started section of our online Help Center.  You could then branch out and explore the various Velixo functions.

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