Getting started with Velixo NX

Modified on Fri, 08 Sep 2023 at 12:13 AM

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*, Excel Online, and Excel for Windows.


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
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

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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