The Velixo NX user interface is comprised of two components:

TABLE OF CONTENTS

• Velixo NX Ribbon
  • Analysis
  • Writeback
  • Tools
  • Options
  • Help
• Velixo NX side panel

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.

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:

• Drilldown
• Status

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:

• Journal Writeback
• Budget Writeback

 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

For more information, navigate to: Options.

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.