Getting started with Velixo NX

Created by Damien Zwillinger, Modified on Wed, 2 Oct at 9:49 PM by Damien Zwillinger

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?
Installing Velixo NX
Configuring Velixo NX for your ERP
The Velixo NX interface

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 Acumatica or an Acumatica-based ERP (e.g. Hotel Investor Apps, Jamis Prime, Cegid or Haufe Haufe x360), then Velixo NX also applies to you.

IMPORTANT if you have been using Velixo for a few years, chances are that you may have been 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. 

If you plan to upgrade or are upgrading from Velixo Classic, note that you will have to manually upgrade your version of the Customization package in order to benefit from all Velixo features, some of which are based on updated generic Inquiries deployed by the Customization package, see: Acumatica-based ERPs

ERP Support	Velixo Classic	Velixo NX
Acumatica	✓	✓
Sage Intacct	❌	✓
Cegid XRP Flex	✓	✓
Jamis Prime	✓	✓
Haufe x360	❌	✓
MYOB Acumatica	✓	✓*

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.

* Although the Velixo Customization package is included by default in every instance of MYOB Acumatica, the latest version of Velixo NX requires an updated version that will be re-installed on MYOB Acumatica 2024R1 OR can be manually installed by an administrator of your system from this link: Updating the Customization Package.

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

For Acumatica, MYOB Acumatica, Cegid, Jamis Prime and Haufe x360, please visit Getting started with Velixo NX for Acumatica, MYOB and Cegid.
For Sage Intacct, please visit Getting started with Velixo NX for Sage Intacct.

The Velixo NX interface

Once installed, a new Velixo NX tab will display in your Excel toolbar.

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