Sage Intacct Videos

Sage Intacct Videos

Created by Harry Lewis, Modified on Mon, 16 Sep at 7:33 PM by Harry Lewis

TABLE OF CONTENTS

How do I install Velixo NX and connect to Sage Intact
Retrieving Sage Intacct financial information
Filtering Sage Intacct financial reports
Filtering Sage Intacct with Lists, Ranges, and Wildcards
Using Drilldown with Sage Intacct
Where can I find sample reports?

Welcome to Velixo

As a new Velixo NX user, we want to make sure you can quickly and easily get

from where you are to where you need to be.

The Velixo YouTube Channel is constantly being updated to feature the latest in Velixo functionality and techniques.

Sage Intacct Videos

How do I install Velixo NX and connect to Sage Intact

The purpose of this video is to explain how to install Velixo NX and connect our first workbook to Sage Intacct.

Retrieving Sage Intacct financial information

Now that we have downloaded Velixo NX and connected our workbook to Sage Intacct, let's take a look at some basic functions.

Filtering Sage Intacct financial reports

Once we have a basic report, let's look at adding filters to easily adjust the data being shown.

Filtering Sage Intacct with Lists, Ranges, and Wildcards

More advanced filtering techniques:

Using Drilldown with Sage Intacct

The Velixo NX Drilldown feature allows us to select any Velixo value in our worksheet and see the accounts and transactions behind that value.

Where can I find sample reports?

Our Sample Reports provide a variety of report types to help you learn more about using Velixo Nx so you can turn your Sage Intacct data into the Information you need.