Applies to:

• Velixo NX
• Sage Intacct

Release date: February 28th, 2024

Version number: 2025.2 or higher

🚀 New:

• New SI.EXPANDGLHISTORY Function - One of the most requested features in our community Idea forum, this function returns the unique combination of GL accounts and Dimensions from GL transactions (i.e., from transactions with a GL balance) for a given date range. It is the most efficient way to return many account/dimension combinations and hide zero rows.
  
• New Performance Optimization Options- we are introducing two new options for large Sage Intacct instances that may significantly improve querying performance:
  • Granular balance loading - Load balances only for the dimensions used in your workbook. This speeds up refreshes by reducing unnecessary ERP queries.

  • Global object filters - Apply filters to all queries for a specific object. This means your reports load only the records you need, even when there are hundreds of thousands of entries.

  • Both features are set per connection in the Options menu and apply at the workbook level. 

• New Use Shared Memory Caches option - We introduced a Use shared memory caches setting to optimize querying performance when using many GL functions in a workbook, especially when combined with the Snapshot feature.

  • This option can be turned on from the Options panel (Options > Shared memory caches)

  • After enabling it, restart Excel to apply the change.

✨ Improved:

• SI.QUERY Improvements

  • The Top parameter becomes Settings - To provide more control over the query results data, we have renamed the Top parameter to Settings and added support for new settings. This parameter:

    • still accepts a simple number to limit the number of rows,

    • and now also adds support for specifying key-value pairs to control sorting, paging, and case sensitivity. 

  • Support for specific subtypes - It is now possible to query on a specific Object subtype. 

    • Example: "SODOCUMENT (Contract Change Order)"

• SI.EXPANDOBJECTRANGE - Now returns extra objects, including SODOCUMENT, PODOCUMENT, and INVDOCUMENT.

• SI.OBJECTDEFINITION - Now also works with Objects and subtypes, for example "SODOCUMENT (Contract Change Order)".

• SI.PROJECTESTIMATEAMOUNT - Now, it works faster for project estimations without tasks and cost types.
  

• Snapshot improvements - We improved the snapshot performance on large workbooks.

• Register with Velixo form improvements - We have improved the UX of this form, which displays for first-time users of Velixo or will display if we update our Terms or Policies.

  • We have reduced the number of fields in this form.

  • We now allow manually entering an email address. This update fixes the issue: "Please enter a valid email address."

🐛 Fixed:

• Refreshing all open workbooks is more stable now.
• Smart refresh takes into account changes in account groups.
• Auto-hide zero rows/columns feature became more reliable.
• Now, users with the Project Manager license can access user-defined books (available in the fix pack 2025.2.457).

🐛 Known Issues:

• Freeze in Excel Tables duplicates data across tables

  • After the Freeze operation, Excel tables containing Velixo formulas may display the same value throughout an entire column. This happens because the formula in the last cell is replicated across the table. This issue affects Velixo NX 2024.12 and newer.

  • For full details and a workaround, see this help article.