Getting started with Velixo NX

Created by Damien Zwillinger, Modified on Mon, 10 Jun 2024 at 03:42 PM by Harry Lewis

Velixo NX is the latest version of the Velixo Excel add-in for reporting, budgeting and automation.


It is a modern, cross-platform Microsoft 365 add-in that can be installed by users in a self-service way from within Excel.


It is built using the latest extensibility technologies available in current versions of Microsoft 365 Excel or Excel 2021 on Mac (Mac OS Monterey v12.3 or higher), Excel Online, and Excel for Windows.




TABLE OF CONTENTS



Does it apply to me?


It depends on your ERP:

  • If your ERP is Sage Intacct, then yes, only Velixo NX applies to you.
  • If your ERP is Acumatica (MYOB Advanced, Jamis Prime, Cegid or Haufe x360), Velixo NX also applies to you. 



Note: if you have been using Velixo for a few years, chances are that you may be using Velixo Classic.  You can find out which version you are on by looking at the name of the tab in Excel.  If it is Velixo, it means you are on Velixo Classic.

 


ERP SupportVelixo ClassicVelixo NX
Acumatica
Sage Intacct
Cegid XRP Flex
Jamis Prime
Haufe x360



Info: There are a few differences between Velixo NX and Velixo Classic for Acumatica, MYOB and Cegid that you should be aware of.  For more information, please visit Velixo NX vs. Velixo Classic


For those ERPs which work with either Velixo Classic or Velixo NX, you can have both Velixo Classic and Velixo NX installed within the same installation of Excel.  Velixo NX will simply automatically defer all functionality to Velixo Classic.  For Sage Intacct, it is important to use ONLY Velixo NX.




Installing Velixo NX

Installing Velixo NX is a self-service user experience that only takes one minute from within Excel!  


Please visit Installing Velixo NX for a step-by-step guide.





Configuring Velixo NX for your ERP



 


The Velixo NX interface

Once installed, a new Velixo NX tab will display above your Excel ribbon.



To learn more about the Velixo ribbon and features, visit: Velixo NX interface





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