Velixo: Excel Reporting for Acumatica

Build Your Own Reports in Excel With Live Data in Less Than 5 Minutes

In case you missed it last week, the Aqurus Solutions team presented a 30-minute webinar featuring Velixo. Watch to learn how this simple, manageable solution gives you real-time access to your ERP data as well as tools that facilitate reporting, planning, data management, and business process automation – all from the comfort of a Microsoft Excel spreadsheet.

Velixo Reports is an Excel-based reporting tool that was built from the ground up for Acumatica by Acumatica Experts. Velixo Reports adds a new toolbar to Excel and more than 60 functions specially designed to work with General Ledger, Project Data and Generic Inquiries. As the premier solution for reporting with Acumatica, Velixo provides tight integration and leverages the unique capabilities of your Acumatica Cloud ERP with features such as Smart Drilldown, Smart Refresh, Writeback, Consolidations and Advanced Security. Its simple yet effective execution benefits your entire team, helping your business make better decisions. If you know Excel, you can do it!

This presentation shows how Velixo is installed and how to run a simple trial balance using Velixo, moving on to focus on the functionalities:

- Writeback

- Drilldown

- Project Module

- Extracting Gi’s and support documentation.

Easily connect Excel to Your ERP Data.

Connect using your ERP login credentials and start building Excel spreadsheets that instantly include ERP data. Velixo Reports adds a ribbon to Excel and more than 80 functions that are specially designed to work with your ERP system.