Skip to the main content.

1 min read

Velixo: Excel Reporting for Acumatica

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.

 

Screenshot 2023-05-13 at 1.28.05 PM

 

Screenshot 2023-05-13 at 1.27.19 PM

 

ERP Solution for Finance Lead

3 min read

ERP Solution for Finance Lead

Streamline Your Financial Management

Read More
Streamline Your Payroll with Acumatica's Canadian Payroll Solution

3 min read

Streamline Your Payroll with Acumatica's Canadian Payroll Solution

Our recent Acumatica 2023 R1 Key Themes webinar highlighted the benefits of the Acumatica Canadian Payroll and its key features. Streamline your...

Read More
Take the Pain Out of Month-End: Modernize Your Financial Close

2 min read

Take the Pain Out of Month-End: Modernize Your Financial Close

Learn how the right cloud ERP solution can help you easily close the books.

Read More