Velixo NX interface
Created by Damien Zwillinger, Modified on Thu, 05 Oct 2023 at 05:48 PM by Gabriel Michaud
The Velixo NX user interface is comprised of two components:
- The Velixo NX Ribbon
- The Velixo NX side panel
TABLE OF CONTENTS
Velixo NX Ribbon
This Velixo NX ribbon provides the ability to access many of the Velixo NX features.
Note: If you cannot see the Velixo NX ribbon menu in Excel, navigate to the Home ribbon and click the Velixo icon.
Connections
The Connection section is used to configure connections to your ERP, and also offers several options to refresh the Velixo data of the your worksheet.

For more information about those buttons, please navigate to:
Analysis
This section includes buttons for exploring data in your Velixo report, by drilling down to underlying transactions in Excel and into your ERP, from a Velixo cell. It also includes the Status button for monitoring any current acitivities run by the Velixo worksheet, such as a Refresh or a Writeback operation.
For more information about those buttons, please navigate to:
Writeback
This section includes options related to Writeback. Those buttons allow you to create pre-built Writeback sheets for Journal Transaction, Budget, Project Forecast or Generic Inquiry, and Perform Writeback, i.e. import Writeback values to your ERP.
Note: the behavior of some of those options varies across ERPs. Please refer to the appropriate ERP sections of this Knowledge base portal for better tailored documentation.
To fully grasp the concepts and implementation of Velixo Writeback that those buttons use, please navigate to:
Tools
The Tools section includes useful options such as: Hide Zero rows or Columns, Copy Workbook Without Formulas or Insert Chart of Accounts.

For more information about those buttons, please navigate to:
- Hide Zero Rows (also covers the Hide Zero Columns and Unhide All buttons)
- Copy Workbook Without Formulas
- Insert Chart of Accounts
Options
Several options are available to control certain features or behaviors in Velixo NX, based on your preference:
- the refresh behavior
- the sign of some accounts' balance
- the destination behavior of drilldown sheets
- how blank rows are handled
- various options to control the behavior of General Inquiries or Queries.
Options open the Velixo NX side panel when clicking the Options button.

For more information, navigate to: Options.
Help
The Help section includes several support, community and knowledge base options, for scenarios such as:
- browsing product documentation
- reporting a product issue directly to Velixo Support, through a ticket
- navigating to community forums for creating new product ideas, contributing to community articles, helping or exchanging ideas with peers
- getting the latest news about Velixo from the Velixo blog
Velixo NX side panel
When extra configurations are available for Velixo NX Ribbon buttons, then the Velixo NX side panel opens, by default on the right end side of your Excel worksheet.
This side panel is a standard Excel panel than can be moved, resized or closed.
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