Velixo

@UCTzDdkMJH6Qhi3LmD9KfTog - 871 subscribers

Velixo lets you work with your ERP directly from Excel, giving you real-time access and tools that facilitate financial, project, and operational reporting and more.

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Nonstandard Budgeting Layouts with Velixo for Business Central

Nonstandard Budgeting Layouts with Velixo for Business Central Velixo

22 views - 1 week ago

Velixo for Microsoft Dynamics 365 Business Central

Velixo for Microsoft Dynamics 365 Business Central Velixo

51 views - 4 weeks ago

Velixo for STACK Construction Technologies

Velixo for STACK Construction Technologies Velixo

26 views - 4 weeks ago

Streamline Allocation True-Ups for New Activity in Sage Intacct

Streamline Allocation True-Ups for New Activity in Sage Intacct Velixo

31 views - 1 month ago

Allocate Multiple GL Accounts Using a Driver in Sage Intacct

Allocate Multiple GL Accounts Using a Driver in Sage Intacct Velixo

22 views - 1 month ago

Allocate a Single GL Account Using a Driver in Sage Intacct

Allocate a Single GL Account Using a Driver in Sage Intacct Velixo

9 views - 1 month ago

Speed Up Budgeting by Applying Dimensions Once for Sage Intacct

Speed Up Budgeting by Applying Dimensions Once for Sage Intacct Velixo

9 views - 1 month ago

Budget Using Active GL & Dimension Lists in Sage Intacct

Budget Using Active GL & Dimension Lists in Sage Intacct Velixo

10 views - 1 month ago

Build Accurate Budgets Using GL & Dimension History in Sage Intacct

Build Accurate Budgets Using GL & Dimension History in Sage Intacct Velixo

13 views - 1 month ago

Generate Hundreds of Reports Instantly with Velixo Slice for Sage Intacct

Generate Hundreds of Reports Instantly with Velixo Slice for Sage Intacct Velixo

26 views - 1 month ago

Flexible Budgeting Using Excel (With Writeback) for Acumatica

Flexible Budgeting Using Excel (With Writeback) for Acumatica Velixo

24 views - 1 month ago

Create Ad-Hoc Queries with Drilldowns in Excel for Acumatica

Create Ad-Hoc Queries with Drilldowns in Excel for Acumatica Velixo

38 views - 1 month ago

Get Total Expenses by Sub Account (With Drilldowns) in Acumatica

Get Total Expenses by Sub Account (With Drilldowns) in Acumatica Velixo

24 views - 1 month ago

Turn Queries into Live Excel Tables with Velixo Table Mirroring for ERPs

Turn Queries into Live Excel Tables with Velixo Table Mirroring for ERPs Velixo

11 views - 1 month ago

Create Fast Drilldowns in Sage Intacct Using Query Builder

Create Fast Drilldowns in Sage Intacct Using Query Builder Velixo

17 views - 1 month ago

Automate Multi-Entity Consolidations (Consolidation vs Roll-Up) in Sage Intacct

Automate Multi-Entity Consolidations (Consolidation vs Roll-Up) in Sage Intacct Velixo

11 views - 1 month ago

Simplify Reporting with Live Dimension Filters in Excel for Microsoft Dynamics 365 Business Central

Simplify Reporting with Live Dimension Filters in Excel for Microsoft Dynamics 365 Business Central Velixo

25 views - 1 month ago

Create Smart, Activity-Based Filters for Reports in Acumatica

Create Smart, Activity-Based Filters for Reports in Acumatica Velixo

35 views - 1 month ago

Streamline Acumatica Trial Balance Reports with Live Excel Filters

Streamline Acumatica Trial Balance Reports with Live Excel Filters Velixo

26 views - 1 month ago

Simplify Velixo Formulas Using Excel Named Ranges

Simplify Velixo Formulas Using Excel Named Ranges Velixo

26 views - 1 month ago

Create Self-Maintaining Validation Dropdown Lists in Excel Using Sage Intacct (Advanced)

Create Self-Maintaining Validation Dropdown Lists in Excel Using Sage Intacct (Advanced) Velixo

10 views - 1 month ago

Create Activity-Based Validation Dropdowns Using Sage Intacct (Intermediate)

Create Activity-Based Validation Dropdowns Using Sage Intacct (Intermediate) Velixo

14 views - 1 month ago

Create Live Validation Dropdowns in Excel Using Sage Intacct Data (Basic)

Create Live Validation Dropdowns in Excel Using Sage Intacct Data (Basic) Velixo

13 views - 1 month ago

How to Create Funder-Specific Grant Reports from Sage Intacct

How to Create Funder-Specific Grant Reports from Sage Intacct Velixo

25 views - 1 month ago

Create Dynamic Project Reports Using Start & End Dates from Sage Intacct

Create Dynamic Project Reports Using Start & End Dates from Sage Intacct Velixo

28 views - 1 month ago

Follow the Funder's Lines: Map Grant Templates Directly to Sage Intacct

Follow the Funder's Lines: Map Grant Templates Directly to Sage Intacct Velixo

26 views - 2 months ago

Grant Reporting Without the Grind: From Data to Donor Confidence

Grant Reporting Without the Grind: From Data to Donor Confidence Velixo

21 views - 2 months ago

The Future in Focus: Building Agile, Compliant and Impact-Driven Finance Teams.

The Future in Focus: Building Agile, Compliant and Impact-Driven Finance Teams. Velixo

15 views - 2 months ago

Budget Smarter, Not Harder with Velixo & Sage Intacct

Budget Smarter, Not Harder with Velixo & Sage Intacct Velixo

90 views - 2 months ago

Velixo : Unleash your Excel powers

Velixo : Unleash your Excel powers Velixo

843 views - 3 months ago

Simplifying the Statement of Financial Position with Velixo for Sage Intacct Nonprofit

Simplifying the Statement of Financial Position with Velixo for Sage Intacct Nonprofit Velixo

61 views - 4 months ago

Simplifying the Statement of Activities with Velixo for Sage Intacct Nonprofit

Simplifying the Statement of Activities with Velixo for Sage Intacct Nonprofit Velixo

51 views - 4 months ago

Broaden Dimensional Insights with the Trial Balance Expanded in Velixo for Sage Intacct Nonprofit

Broaden Dimensional Insights with the Trial Balance Expanded in Velixo for Sage Intacct Nonprofit Velixo

76 views - 5 months ago

Streamlining Net Asset Rollforward with Velixo for Sage Intacct Nonprofit Template Overview

Streamlining Net Asset Rollforward with Velixo for Sage Intacct Nonprofit Template Overview Velixo

48 views - 5 months ago

Velixo Feature Byte-size: Distribution

Velixo Feature Byte-size: Distribution Velixo

116 views - 7 months ago

Velixo Feature Byte-size: Prebuilt Functions

Velixo Feature Byte-size: Prebuilt Functions Velixo

80 views - 7 months ago

Velixo Feature Byte-size : Refresh

Velixo Feature Byte-size : Refresh Velixo

57 views - 7 months ago

Velixo Feature Byte-size : Writeback

Velixo Feature Byte-size : Writeback Velixo

176 views - 9 months ago

Velixo Feature Byte-size : Drilldown

Velixo Feature Byte-size : Drilldown Velixo

46 views - 10 months ago

Velixo Feature Byte-size : Connection

Velixo Feature Byte-size : Connection Velixo

51 views - 10 months ago

Velixo for Sage Intacct Function Overview: EXPANDGLHISTORY

Velixo for Sage Intacct Function Overview: EXPANDGLHISTORY Velixo

228 views - 10 months ago

Hanlon Plumbing - Velixo for MYOB Acumatica case study

Hanlon Plumbing - Velixo for MYOB Acumatica case study Velixo

168 views - 1 year ago

Velixo Templates 01 - Introduction to Sage Intacct Templates

Velixo Templates 01 - Introduction to Sage Intacct Templates Velixo

280 views - 1 year ago

Velixo for Sage Intacct 1.1 - Admin Steps

Velixo for Sage Intacct 1.1 - Admin Steps Velixo

385 views - 1 year ago

Velixo for Acumatica 1.6 - Other Common Features

Velixo for Acumatica 1.6 - Other Common Features Velixo

775 views - 1 year ago

Velixo for Acumatica 1.1b - Install Velixo Classic

Velixo for Acumatica 1.1b - Install Velixo Classic Velixo

1.1K views - 1 year ago

Velixo for Acumatica 1.3 - Adding Report Parameters

Velixo for Acumatica 1.3 - Adding Report Parameters Velixo

1.4K views - 1 year ago

Velixo for Acumatica 1.2 - Financial Functions

Velixo for Acumatica 1.2 - Financial Functions Velixo

1.9K views - 1 year ago

Velixo for Acumatica 1.1a - Installing and Configuring Velixo NX

Velixo for Acumatica 1.1a - Installing and Configuring Velixo NX Velixo

2K views - 1 year ago

Velixo for Sage Intacct 1.6 - Drilldown

Velixo for Sage Intacct 1.6 - Drilldown Velixo

463 views - 1 year ago

Velixo for Sage Intacct 1.2 - Installing Velixo NX

Velixo for Sage Intacct 1.2 - Installing Velixo NX Velixo

932 views - 1 year ago

Velixo for Sage Intacct 1.5 - Lists Ranges and Wildcards

Velixo for Sage Intacct 1.5 - Lists Ranges and Wildcards Velixo

575 views - 1 year ago

Velixo for Sage Intacct 1.0 - Excel-based Reporting, Budgeting & Automation

Velixo for Sage Intacct 1.0 - Excel-based Reporting, Budgeting & Automation Velixo

1.7K views - 1 year ago

Velixo - Reporting, Budgeting & Automation Overview

Velixo - Reporting, Budgeting & Automation Overview Velixo

7K views - 1 year ago

Velixo for Acumatica 1.4 - Ranges, Lists, and Wildcards

Velixo for Acumatica 1.4 - Ranges, Lists, and Wildcards Velixo

1.6K views - 2 years ago

Velixo for Acumatica 1.5 - Drilldown

Velixo for Acumatica 1.5 - Drilldown Velixo

1.2K views - 2 years ago

Webinar - Eliminate inefficiencies and automate your business with Velixo for Sage Intacct

Webinar - Eliminate inefficiencies and automate your business with Velixo for Sage Intacct Velixo

467 views - 2 years ago

Velixo for Sage Intacct 1.4 - Filtering

Velixo for Sage Intacct 1.4 - Filtering Velixo

987 views - 2 years ago

Velixo for Sage Intacct 1.3 - Introduction to Financials functions

Velixo for Sage Intacct 1.3 - Introduction to Financials functions Velixo

1.3K views - 2 years ago

Budgeting and Allocations with Velixo & Sage Intacct

Budgeting and Allocations with Velixo & Sage Intacct Velixo

293 views - 2 years ago