Velixo Classic v5 Release notes - Insider channel

Created by Damien Zwillinger, Modified on Mon, 18 Sep 2023 at 08:54 PM by Damien Zwillinger

This article lists out all Velixo Classic version 5 releases of our Insider Channel, released prior to 2021.


Version 5.1.451 (released 2020-12-21)

NOTE: Please run the update again if you had issues installing it earlier on Dec 21 -- the prior version was still getting downloaded and this has been resolved as of 12:15 PM EST.



  • Blueprint Worksheets in Distribution List - use one tab in the source report to generate multiple tabs with different parameters in the resulting report. Learn more here.

✨ Improved

  • Improved the performance of the Copy Workbook without Formulas function.

  • Improved the responsiveness of the application during report distribution.

  • Added an option to remove all formulas in the main application toolbar; the default is to remove Velixo formulas only.

Version 5.1.423 (released 2020-12-15)


  • Added a Reveal Password button in the Connection Editor.

✨ Improved

  • The status bar now updates more quickly when refreshing a report.

  • Added a fallback mechanism to process GI filters (locally) when they cannot be processed directly by the server (such as filters on formula fields).

  • Improved the performance of the auto-hide rows/columns feature.


  • Resolved the 'Busy' error that occasionally occurred when refreshing reports.

  • Resolved an error that could occur while saving a file as a copy to a remote network share over a slow connection.

Version 5.1.385 (released 2020-12-02)

✨ Improved

  • Automatically close the browser window at the end of the single sign-on process.


  • Resolved an issue with GI filtering that would cause the function to return #N/A# when filtering.

  • Resolved an error that could occur when opening the Generic Inquiry options screen.

Version 5.1.373 (released 2020-12-01)


  • Added the ability to include unposted/unreleased transactions in account balance calculations.

  • The new COLLATE() function lets you join together multiple ranges and arrays into a single dynamic array.

✨ Improved

  • Single sign-on now uses your default web browser to authenticate.

  • Simplified the configuration of the Velixo Reports caching mode for Generic Inquiries.

  • List and generic inquiry functions may now be used with every version of Excel 2007 or higher. Due to some limitations in older versions of Excel, your application may pause while the Velixo function is being evaluated.

  • Improved the performance of Hide Zero Rows / Hide Zero Columns.

  • Added a button to reapply the auto-hide logic for rows/columns; this is useful when using row filters in Excel.

  • The FINANCIALPERIODLIST is now able to return financial periods in descending order.

  • GL Writeback now waits for completion of the Release process and displays any error message that may have occurred.

  • Copy Workbook Without Formulas now defaults to the directory of the currently open file.

  • Opening another file now preserves the existing in-memory cache and avoids an unnecessary refresh.

  • Improved refresh performance over slow/unreliable connections.


  • Resolved an error which could occur when using the FINANCIALPERIOD function with a period formatted as text instead of a number (ex: '09)

  • Resolved an issue which could cause the refreshing to stop when you have multiple connections refreshing simultaneously in a workbook.

  • Resolved an issue where Copy Workbook Without Formulas would not complete when there were hidden sheets or hidden rows/columns in a dynamic array range.

  • The PROJECTENDDATE function now returns a blank value instead of an error message when the end date is not set.

  • Resolved an issue that was causing connection information to be lost when saving a copy of a file to a network share over a slow connection.

Version 5.1.175 (released 2020-10-27)

✨ Improved

  • ACCOUNTSWITHHISTORY and ACCOUNTSANDSUBACCOUNTSWITHHISTORY now trim trailing spaces after account and subaccount codes like other functions.


  • Resolved a performance issue with Smart Refresh of GL History.

  • Resolved an issue that was preventing users from refreshing some files from the toolbar.

Version 5.1.167 (released 2020-10-22)


  • It is now possible to save distributed reports directly to SharePoint by entering the http/https path in the Distribution list.

✨ Improved

  • It is now possible to drilldown on cells in protected sheets. This applies to the formula of the selected cell only; due to a limitation in Excel, it is not possible to navigate precedents and access cells that may be referenced by the current formula.

  • Trying to write back a budget to a financial year that does not exist now results in a clear error message.

  • The FINANCIALPERIOD function now ignores the leading 0 in period number (ex: 09) instead of returning an error.


  • Resolved a performance issue with Smart Refresh of GL History.

  • Resolved an issue opening files from a drive mapped to a SharePoint share.

  • Under some conditions, refreshing a spreadsheet could hang.

  • Dialog boxes and update dialogs were sometimes opening behind the current window, preventing the user from interacting with them.

Version 5.1.127 (released 2020-10-13)


  • New UNIQUEBYPATTERN function to reduce the list of subaccount and other segment values pattern.

✨ Improved

  • When drilling down on a cell that calculates an account balance by cell, View Transactions now sets the Start Date and End Date filters automatically.

  • Improved the performance of drilldown.

  • The subtraction operator is now supported with the account class argument (ex: ININTEREST;-EXINTEREST).

  • In distribution lists, you can now use select the folder path visually.


  • The shortcut to automatically use the best match in Intellisense was changed from F4 to F2 to avoid conflicts with Excel.

  • Insert Chart of Accounts works again in data tables; we insert a static list since dynamic array functions can't be used in data tables.

Version 5.1.113 (released 2020-10-01)


  • Your Hide Zero Rows / Hide Zero Columns selections can now be memorized and automatically reapplied after a refresh or a recalculation.

  • GL Writeback now supports the Create Tax Transactions feature.

✨ Improved

  • Automated refresh of external data sources is no longer ON by default and can be configured from Workbook Options.

  • Improved the responsiveness of the Velixo custom functions.


  • The native SQLite library used by Velixo is now digitally signed to avoid issues with BitLocker or Malware Bytes.

Version 5.1.79 (released 2020-09-14)

  • Resolved an error with the ACCOUNTSANDSUBACCOUNTSWITHHISTORY function.

Version 5.1.77 (released 2020-09-10)

  • Added the ability to calculate account balances by date.


  • Intellisense improvements.

Version 5.1.68 (released 2020-09-02)

  • Added support for Acumatica 2020 R2.

  • Intellisense now suggests possible values for Velixo function arguments.

  • Resolved an issue that could cause Excel to crash while editing a formula.

  • Resolved an issue preventing the Options screen from opening.

Version 5.1.59 (released 2020-08-12)

  • Resolved the error that occurred when trying to import a budget using the Budget Writeback functionality.

  • Added the ability to import multiple project forecast worksheets simultaneously.

Version 5.1.37 (released 2020-08-12)

  • New ACCOUNTSANDSUBACCOUNTSWITHHISTORY function to build dynamic trial balances by account and subaccount.

  • Added support for project forecast writeback.

  • When adding up a new connection, we now automatically remove unneeded sub-paths such as /Frames/**** from the URL.

  • When adding up a new connection, we now validate the tenant name for unsupported characters.

  • Resolved an issue with smart refresh.

  • Resolved 'Busy' errors that would sometimes occur while refreshing after changing the configuration of a generic inquiry.

  • Improved handling of very long generic inquiry filters.

Version 5.0.16 (released 2020-07-15)

  • Resolved an error that could occur while using the report distribution feature.

Version 5.0.15 (released 2020-07-14)

  • Improved performance and responsiveness of the user interface during refresh.

  • Resolved an issue with dates during writeback on non-US English systems.

  • Resolved an issue with subaccount ranges and validation when subaccount codes have a variable length.

  • Resolved an error with the Insert Chart of Accounts button.

  • The GI() function is now available on all versions of Excel and will return a clear error message if dynamic arrays functionality is unavailable.

Version 5.0.14 (insider build) (released 2020-06-29)

  • This is the final version of Velixo Reports 5.0 that will be pushed to every customer. You can remain on the insider build to continue receiving early access to new Velixo features or switch to the official release channel by downloading the appropriate release.

Version 5.0.13 (insider build) (released 2020-06-23)

  • Resolved an issue with the ACCOUNTCLASSLIST function.

  • The BRANCHLIST function now allows you to specify multiple companies in a range.

  • Improved error handling of generic inquiry functions.

Version 5.0.12 (insider build) (released 2020-06-23)

  • Project functions now allow you to retrieve the amounts in the project currency by setting the UseProjectCurrency argument to TRUE.

  • Added a new set of list functions (EXPAND****) functions to retrieve dynamic lists of accounts, branches, projects, etc.

  • Multiple performance and stability improvements with the new generic inquiry functions.

Version 5.0.10 (insider build) (released 2020-06-09)

  • The configuration of key fields for generic inquiries can now be done visually.

  • The GIFILTER function now allows you to specify multiple values to be joined via a logical "OR" as part of a bracketed group.

Version 5.0.9 (insider build) (released 2020-06-02)

  • Resolved an issue that could cause Excel to hang during the refresh of a workbook containing generic inquiry functions.

Version 5.0.8 (insider build) (released 2020-06-01)

  • Added a new GIFILTER() function to simplify filtering operations on generic inquiries.

  • The ACCOUNTCLASSLIST() function now takes into account the subtraction operator.

  • It is now possible to cancel an ongoing refresh from the Refresh menu.

  • Under some conditions, files generated from a distribution list required a recalculation on opening which would fail if the user does not have Velixo Reports installed.

  • Drilldown now considers the use of the subtraction operator, and automatically excludes accounts that have been excluded from the range.

  • Multiple performance and stability improvements with single sign-on.

  • Multiple performance and stability improvements with the new generic inquiry functions.

Version 5.0.5 (insider build) (released 2020-04-29)

  • Changed how GI configuration is stored. ***IMPORTANT*** You will be asked to reconfigure the options of any generic inquiry you had previously setup the first time you refresh a spreadsheet using this version.

  • Multiple performance and stability improvements with the new generic inquiry functions.

Version 5.0.3 (insider build) (released 2020-04-14)

  • It's now possible to include every item in a range by using the "*" character. This is useful when you a have variable length identifier and you want to include everything except a few items, for example exclude a few branches in a GL calculation. Example: *;-SOMEBRANCH;-ANOTHERBRANCH

  • Resolved multiple issues with the new generic inquiry functions and the associated GI options screen.

Version 5.0.1 (insider build) (released 2020-04-02)

  • Improved the generic inquiry options screen.

  • Resolved an issue during initial installation that was causing the progress indicator to disappear during generic inquiry configuration.

Version 5.0.0 (insider build) (released 2020-03-30)

  • GI(), GILOOKUP() and GILOOKUPF() functions make it easy to work with any generic inquiry from Velixo Reports. Please note that you must be on the Office 365 version of Excel (Monthly Channel) with the new Dynamic Arrays feature to be able to use the GI() function.

  • It's now possible to login to Acumatica using single sign-on. Acumatica 2019 R2 or later is required. Please contact us for setup instructions. Note: Budget Writeback not supported at the moment when logged in via single sign-on.

  • Added a new ACCOUNTCONSOLIST() function to retrieve the list of accounts based on a range of consolidation accounts.

  • Added new functions to retrieve Project Forecasts. Requires Acumatica 2019 R1 or later.

  • The Return Zero Values option now works in conjunction with financial periods. When enabled, functions that reference a financial period that does not exist will return 0 instead of an error.

  • It's now possible to intersect a range with another range by using the "^" character in any range. This is useful when you have a filter at the row-level, and another one at the column-level that you want to combine and ensure that you only include subaccounts that match both filters. For example, the following range: CON-???-???^???-123-??? would only return subaccounts that have CON as the first segment and 123 as the second segment.

  • Added the ability to attach files during report distribution; the path of the files to be attached needs to be set in the Attachments column. Separate multiple files by a semicolon if you need to attach multiple files.

  • Custom columns added to a GL Writeback worksheet are now uploaded to Acumatica. The column name must match the internal field name in Acumatica.

  • Increased the number of concurrent connections to speed up refresh on multi-connection reports

  • The user interface now shows up in French for users of a French version of Excel.

  • Enhanced Copy Workbook without formulas to work on protected sheets as well. The system will prompt you for a password if the sheets are password-protected.

  • Drilldown to project transactions now shows all inventory items when the summary is for the item.

  • Resolved an issue with report distribution in workbooks that contain chart-type sheets.

  • Resolved an issue preventing the "Copy Workbook Formulas" and Distribution list features to work on files shared to OneDrive.

  • Hide Zero Rows and Hide Zero Columns now available through VBA.

  • Added support for segmented account codes, cost codes, inventory items.

  • Improved validation of invalid items in ranges.

  • Resolved an issue with the Options screen when running Excel with a non-English language pack.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article