Velixo Excel Reporting

Summary

Velixo Excel reporting enables you to get general ledger and project data from the Acumatica ERP into Excel spreadsheets very easily. You can change the data in Excel, and upload it to the Acumatica ERP. You can aggregate data from other data sources besides the Acumatica  ERP. The Excel data is in the cloud, so you can access it from anywhere at anytime

Details

Velixo Reports adds a ribbon to Excel and more than 50 functions that are specially designed to work with general ledger and project data.

  • Any Type of Reports

Any spreadsheet that requires GL or PM data will benefit from Velixo Reports. Cash flow statements, sales dashboards, budgets, allocation and accrual calculations, intercompany sales eliminations, project progress reports are just some examples of what our customers have created with Velixo Reports. Charts, graphics and KPIs can also be incorporated easily into any spreadsheet.

  • Share Reports in the Cloud

    • Automatically email, export, or share multiple versions of the same report with a single click. Report distribution is customizable so you can include different tabs or set specific parameters based who’s going to receive it.

    • Easily output as Excel, PDF or Values. For more security, we’ve added the possibility to optionally password protect the files.

  • GL & Budget Writebacks

    • Create and post GL entries without leaving Excel. The content and amounts of the GL entry can be dynamic and based on Excel formulas.

    • Moreover, you can retrieve multiple budgets and forecasts and report them in Excel. Simply adjust the number or apply your own budget model and write back the modified budget straight in Acumatica.

  • Get to the bottom of everything with 
Smart Drilldown

    • Right-click on any cell and get detailed insight into the data referenced in a calculation. You can drill all the way down to the original document in Acumatica and review any note, activity or file attached to it. Smart Drilldown lets you analyze formula cells that reference other cells, such as a Gross Profit or Net Income calculation, and will even show you where the Velixo Reports functions were found. Smart!

  • Consolidate Data From Multiple Sources

    • Multiple companies, multiple tenants, public cloud, private cloud or on-premise installations of Acumatica – Velixo Reports can consolidate your data in a single Excel spreadsheet while maintaining full history. If you can access it from your web browser, Velixo Reports can connect to it.

  • Secure Your Access

    • 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.

Video (8 mins, Feb 2019)

Video (8 mins, Oct. 2019)

Customer Testimonial

You can see a great customer testimonial here.

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