Sometimes you need excel to do more and to work more seamlessly with your ERP. Velixo might be the integration you never knew you needed. We worked with our in house Velixo champion, Liyi, to get you the breakdown of some questions you might have:

What is Velixo:
Velixo is an Excel-based Reporting tool for Acumatica. It crafts a user-friendly Excel plugin that is lightning fast and leverages the unique capabilities of Acumatica.

How does it work with Acumatica:
Connect using your Acumatica login credentials and start building Excel spreadsheets that instantly include Acumatica data. The Velixo Reporting tool adds a ribbon to Excel and more than 50 functions specially designed to work with general ledger, project data, and generic inquiries.

Who needs Velixo?
Acumatica users that used to use Excel for reporting are the perfect users for Velixo. Additionally, those who need to do an analysis of reports in excel would benefit from the integration of Velixo.

Why use Velixo and not other reporting systems:

• Use the same login and password that you use when connecting to Acumatica from a web browser. You can restrict access to specific roles and users. Branch access rights, as well as account and subaccount restriction groups, are also applied, allowing you to control who has access to what.
• Velixo Reports always give you up-to-date information. Thanks to Smart Refresh, new data is updated quickly, allowing you to refresh even the most complex report in just a few seconds.
• You can automatically email, export, or share multiple versions of the same report by using the Distribution List function. This is customizable so you can include different tabs or set specific parameters based on who is going to receive it.
• Velixo has General Ledger and Project writebacks that allow you to create and post GL entries or project transactions without leaving Excel. Version 7 of Velixo even includes GL writebacks that are designed particularly for Acumatica.
• You can automatically hide blank rows with every refresh for your report

Velixo works with your Acumatica and makes it easier on you and your company, making operations run smoother and reporting quicker.

To find out more information and to see if Velixo might be right for you, reach out to us; info@polaris-business.com