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Author: Alberto Alchemex

How to stop your Excel charts from disappearing

Have you ever experienced your Excel charts disappearing when you hide the columns showing the data? By default, Microsoft® Excel® shows only visible data in a chart. In this tip, we will show you how to easily overcome this problem, by following these simple steps:

1. First, lets create a simple chart with your data to demonstrate.
 

 
2. If you had to hide columns A and B, your chart will disappear. To prevent this from happening, click anywhere on the chart and from the ribbon, select Chart Tools > Design > Select Data
 

 
3. In the “Select Data Source” dialogue box, select “Hidden and Empty Cells” in the bottom left hand corner.
 

 
4. In the “Hidden and Empty Cell Settings” dialog box, check the box “Show data in hidden rows and columns”.
 

 
5. Select “OK” twice.
 
Now, go ahead and hide your data. Your chart should still display with the hidden data!

The post How to stop your Excel charts from disappearing appeared first on Sage Intelligence.

Source: Excel on Steroids

Part 1: Take a quick tour through Sage 50cloud Intelligence

 

Welcome to the first of a three-part series where you’ll discover how to get started with Sage Intelligence, so that you can easily manage your business financials. In this series, you’ll learn how to get a handle on your business’s financial reporting needs with quick and easy Sage Intelligence reporting tips.

Let’s get started

In part one, you’ll discover how to get started with Sage Intelligence. Are you using Sage 50cloud? Did you know that Sage Intelligence is available through your Office 365 license at no additional cost? This is how to get started:

First up, let’s make sure that you’ve activated Office 365 and connected your Sage 50cloud data to Sage Intelligence. Watch this short video to learn how if you haven’t done so yet, or you can check it out to make sure that you’ve done it correctly.

Ready to go? Here’s how to access Sage Intelligence:

1. Log into your Microsoft 365 account.

Once logged in, click on the top left-hand corner to access all apps (alternatively you can click “Explore all your apps” found at the bottom of the apps section).

Office_365_Apps

2. Scroll to the bottom of the list and choose “All apps” This should show all your available apps.
 

Office_365
 

3. Scroll to the bottom and click on “Sage Intelligence”
 

Office_365_SageIntelligence
 
4. A new page will load (depending on your browser, a new page OR new tab will open). Sage intelligence will now open! Your data is already linked to your Sage 50cloud data, so you are all ready to start reporting.
 

Explore:

Now that you’ve found Sage Intelligence, let’s take a quick tour.

The Options Button

At the top right-hand corner is the options button. Hover over it to see the available options. (We will take a deeper look into the options button later in the series).

SageIntelligence-Options-Button

The Help Button

Above the options button is the help button (the question mark icon). This gives you access to help files, resources and more.

1. Let’s look at the Balance Sheet Actual 1-12 (This report is the first tile on the top left).

A balance sheet provides a summary of your assets, equity and liabilities at a given point in time. It helps to show that what you own equals what has been invested or borrowed, for example; Assets = Equity + Liabilities. It’s basically a snapshot of the state of a company’s financials at a particular point in time. If your balance sheet isn’t balancing and has rather become just another sheet of numbers, then you know that there’s an issue you need to take care of and see to.

2. Hover over the ellipses button on this report(…) you will see options to Run (to run the report), Copy (to make a copy and customize your report) and Export (to export and use in another system) your report.

SageIntelligence_Ellipses
 

3. Let’s run the report by clicking the Run Report Button:
SageIntelligence-Run-Report
 

4. A window will open prompting you to enter parameters. Choose your parameters as shown below; in this case, we will choose 2019 for the “Year” and Sage – Bellwether Garden Supply in the “Company” box. Then click Run

SageIntelligence-Run-Button

5. Once your report has run out, it should look like this:

SageIntelligence-Balance-Sheet-Act
 

You can drill down into the numbers by clicking on them. These reports can be downloaded to your machine to further customize if need be; like adding charts/graphs, or forecasting.

6. Click on the Excel button at the top right-hand corner. And depending on your browser, you will be prompted to download, run or save the file.

SageIntelligence-DL-Excel

SageIntelligence-DL-Excel2
 
The Sage 50cloud Intelligence Excel add-in can be found on the right-hand side and enables you to log in with your Office 365 credentials and stay connected to the cloud while working in Excel on your desktop. This means that the changes you make to your data will automatically save so that when you run the report again, you won’t have to make the same edits.

SageIntelligence-Excel-Add-In

Go ahead and try this with your other reports and choose different parameters (years, companies and periods) to see the related figures.

Excel Online

You can also use Excel online by clicking on the Excel Online button instead. This will load Microsoft® Excel® online in another tab for you to work on your Sage 50cloud data.

Once you are in Excel Online, you should see the report in a spreadsheet complete with the different Excel sheets. In the previous example, you will see the same sheets: Drilldown, Missing Accounts and Transaction Details.

In conclusion:

It’s important to have accurate and timely financial statements available to understand and run your business effectively. Without these financial statements, you’ll be blind to the financial health of your business, and long-term sustainability would become extremely difficult.
 

Look out for Part 2, where we’ll dive a little deeper into how to customize your reports in the cloud.

 

Sage 50cloud Intelligence resources:

We’ve created a few guides and resources that will assist you in getting a handle on your business’s financial reporting needs. Learn more >

The post Part 1: Take a quick tour through Sage 50cloud Intelligence appeared first on Sage Intelligence.

Source: Sage Intelligence

Part 1: Take a quick tour through Sage 50 Intelligence Reporting

 

Welcome to the first of a three-part series where you’ll discover how to get started with Sage 50 Intelligence Reporting (on-premise/desktop), so that you can easily manage your business financials. In this series, you’ll learn how to get a handle on your business’s financial reporting needs with quick and easy Intelligence Reporting tips.

Let’s get started

Are you on Sage 50 Business Care? Did you know Intelligence Reporting is included as a benefit in your plan? In part one of this series, you’ll discover how to get started with Sage Intelligence Reporting with a quick introduction to three essential financial reports; the Balance Sheet, the Income Statement and the Trial Balance.

First, if you haven’t activated Sage Intelligence Reporting (on-premise/desktop), follow the two-step process explained in this short video to learn how. Watch Activation Video

Now that you’ve activated Intelligence Reporting, let’s open the Report Manager

  • Click on the Reports and Forms tab.
  • Scroll down to Intelligence Reporting Setup.
  • Then click Report Manager

In the Sage Intelligence Report Manager, you’ll notice how all the reports are organized in folders for easier access. The folders contain standard reports which can be copied and pasted as well as custom reports, which can also then be deleted. To see the array of reports available, double-click on a folder to expand it.

Check out the free additional reports we have available to suit your business needs. Once selected and downloaded, your new reports will be automatically imported into a “New Reports” folder in the Sage Intelligence Report Manager. Find out more >

Report-Manager

Create your financial reports using the Financial Report Designer.

The Financial Report Designer enables you to:

  • Run multiple reports at once (balance sheets, trial balance reports, income statements, etc).
  • Save your reports as templates.
  • Save time by only having to customize your report once and then gaining access to the latest data in the format you want.
  • Effortlessly create Excel-based reports that are easy to tailor based on your reporting needs.
  • Schedule your reports to run automatically

1. In the Report Manager, double click on the Financials folder to expand it. This should show all the reports within the folder.

Financial-Report-Designer

2. Now select Financial Reports Designer 1-0. To run the report, click the green Run button on the menu at the top OR you can just right click on the report and choose “Run”



3. The “Enter Report Parameters” box will appear at the top right, requesting the report parameters (don’t worry if you have no budgets – just choose the desired years you want to report on).

Parameters

4. In this case, we’ll choose all three of the years specified (Intelligence Reporting gives you the flexibility of reporting on three fiscal years at once, instead of just two) and click OK

FiscalYears

5. The report will now run and the output will be placed into Microsoft® Excel®.

The first thing you’ll see is the Home Page (the Home tab). This page contains links to Sage Intelligence, Sage Intelligence tips, help documents, etc. Use this sheet when looking for help and support. On the right, there’s a Task Pane which is what we’ll use to seamlessly run our reports.

Task-Pane


6. To run a report, simply select it and drag it to any cell within the Excel worksheet (you can drag it to any cell. It doesn’t matter if the cell already has data in it as a new worksheet will be created for the financial statement).

Let’s start with the Balance sheet:

  • In the Task Pane, click on the Balance sheet and drag it to a cell.

Balance-Sheet

  • Notice how data begins to load and a balance sheet now appears in a new worksheet. You should receive a confirmation that the layout was created successfully.

Now try this with the Trial Balance report:

  • Drag the trial balance to any cell (even if it’s a cell within the balance sheet). A new layout is generated in a new worksheet with the trial balance information. Also notice how there are now two report tabs available at the bottom of your workbook that you can use to quickly switch from one report to the other.

BalanceSheet-TrialBalance-Sheets

Now that you have two reports, try generating the Income statement Act vs Bud (don’t worry if you have no budgets set up – just run it to get the feel of it).

To run the Income statement, Act vs Bud, do the following:

  • At the top left-hand corner of each report there is a fiscal year. Click in that cell.
  • Change it to one of the three years you selected when running the report.
  • Hit “Enter”.
  • Notice the financial figures adjust accordingly. Notice how you don’t have to go back into Sage Intelligence to run the report all over again with new parameters. So, with the click of a few buttons, you can view data across different years for different financial report types all from within the same workbook.

This template can be linked back into Sage Intelligence so that the next time you run a report, all the changes will already be saved. It’s important to have accurate and timely financial statements available to understand and run your business effectively. Without these financial statements, you’ll be blind to the financial health of your business, and long-term sustainability would become extremely difficult.

Look out for Part 2 of the series, where we’ll dive a little deeper into how to customize your reports.
Get your free additional reports

Have reports to create, but no time to create them? We’ve got you covered! With a suite of additional reports available for you to access at anytime from anywhere, you’ll have more time to run and manage your business and do what you love! Find out more >

The post Part 1: Take a quick tour through Sage 50 Intelligence Reporting appeared first on Sage Intelligence.

Source: Sage Intelligence

How to use the new “Up to Period” filter in Sage Intelligence for Accounting

Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results!

How Sage Intelligence determines Fiscal Periods

Before we dive into the new ‘Up to Period’ feature, it is important for you to understand how Sage Intelligence Fiscal Periods work.

  1. In your Sage Business Cloud Accounting solution, your Financial Year End Date is defined.
How to use the Sage Intelligence "Up to Period" filter

2. From this Financial Year End Date, your Financial Year Start Date is calculated. This determines your Fiscal Year.

Note: Sage Intelligence uses the year within which the Financial Year End date falls. Thus in the above example, your Financial Year is 2019.

3. This Fiscal Year is then divided evenly into 12 Fiscal Periods.

So for example, if you create a Sage Intelligence Report that references Period 6, then all transactions occurring between 01/12/2018 and 31/12/2018 will be totaled and displayed in your report per Category Group, Account Category or Account.

Using the new Up to Period filter

Now that you have a better understanding of how Fiscal Period works in Sage Intelligence, you are now ready to explore the new ‘Up to Period’ feature.

When you run a Financial Report in Sage Intelligence, you will be prompted to select filters and settings to base your report values on. You can run the report by clicking on the report name, or by clicking on the Run button in the report’s details menu.

How to use the Sage Intelligence "Up to Period" filter

Doing so, will open up the filter window, prompting you to select your filters and settings.

How to use the Sage Intelligence "Up to Period" filter

If you would like to select an Up to Period filter, simply click on the “Up to Period” drop-down menu.

How to use the Sage Intelligence "Up to Period" filter

From this menu, you can select the following:

  1. Current Period (Fiscal)
  2. Prior Period (Fiscal)
  3. Periods 1 to 12 (Fiscal)

Initially the Up to Period filter will be left BLANK, meaning that no period filter will be used, and the report will display as per default design.

You can now select the other desired filters and settings from the above dialog and click on Run. Your financial report will generate as per default design.

How to use the Sage Intelligence "Up to Period" filter

If you feel that the report is displaying periods that are not relevant at that specific point in time, you can do the following:

  1. Click on the More Button on the Filter Pane to display more report filters and settings.
How to use the Sage Intelligence "Up to Period" filter

2. From the Up to Period drop-down, select the desired period (e.g 6).

How to use the Sage Intelligence "Up to Period" filter

3. Click on Calculate.

4. You will now notice that the report only displays periods up to the selected period, 6, leaving you with a more clean and uncluttered financial report.

How to use the Sage Intelligence "Up to Period" filter

In the above example, you can see that periods greater than 6 were hidden from the report.

5. You can now select different Up to Periods to remove any unnecessary periods from your report.

Important Notes

Exporting to Microsoft® Excel®

Please note that when you export your report to Excel, you can simply unhide the periods that were hidden from your report when you applied the Up to Period filter by simply using Excel’s ‘Unhide’ columns feature.

How are Quarters affected?

If you have included a Quarter period in your report, bare in mind that the values for that quarter will change according to the Up to Period filter selected.

For example, if you have created the following report, consisting of four columns, Quarter 1, Quarter 2, Quarter 3 and Quarter 4:

How to use the Sage Intelligence "Up to Period" filter

And then you select period 5 as an Up to Period, and run the report, the following will be the outcome.

How to use the Sage Intelligence "Up to Period" filter

Quarters are defined as the following:

How are Calculation columns affected?

Please note that the Up to Period filter does not affect any calculation column.

The post How to use the new “Up to Period” filter in Sage Intelligence for Accounting appeared first on Sage Intelligence.

Source: Sage Intelligence

How to automatically highlight specific data using a bar chart in Excel

This Microsoft® Excel® tip will come in handy when you want to create a chart that will populate your data and highlight only certain subsets of that data.

Download the workbook to practise this exercise.

In the example below, we will look at a grocery store. The chart displays the revenue generated from the produce department.

Bar-Chart-In-Excel-showing-specific-Data

If, for example, you wanted to see how Pears compare to Bananas you could easily highlight these data points by following the below steps:

1. Add additional columns for “Relevant”, “Non-Relevant” and “Criteria”.

2. Enter the criteria to be met under the “Criteria” columns, e.g. Bananas and Pears.

3. The “Relevant” column uses an IF(COUNTIF formula to determine if the item meets the criteria and if so will return the value.

4. The “Non-Relevant” column will return a value if the criteria was not met for the “Relevant” column.

Creating-Bar-Chart-In-Excel-to-Highlight-specific-Data

5. Create a chart using the “Relevant” and “Non-Relevant” columns.  The columns are displayed in different colours.

Bar-Chart-In-Excel-comparing-specific-Data

6. For the chart to display correctly, right click on a data bar and select Format Data Series.

7. From the Format Data Series dialogue box, set the Series Overlap to 100%. As each produce type has two columns being used in the chart, one with a value and one equal to 0, by overlapping the bars we avoid having an “empty bar” being displayed.

Format-Data-series-overlap

By changing your criteria, the chart is automatically refreshed, and the relevant bars are highlighted.

Bar-Chart-In-Excel-Highlighting-specific-Data

The post How to automatically highlight specific data using a bar chart in Excel appeared first on Sage Intelligence.

Source: Excel on Steroids

How to create and view your Management Packs in Sage 50cloud Intelligence

A financial report often needs to be consumed in conjunction with its fellow reports and by using a management pack, this allows for just that! With Sage Intelligence, you have the ability to create, edit and view these management packs. In this tip, we will highlight the flow of creating and viewing a Management Pack.

1. How to create a new Management Pack

From the Option Menu, click on “Create Management Pack”

 

In the pop-up window, apply your desired report properties, and click on “Create”

 

You will be taken to the Management Pack Editor, where you can create the structure of your Management Pack, apply desired settings per financial report as well as apply filters for each financial report added.

 

2. Adding a Cover Page

Click on “Add a Cover Page” from the Design Pane. Give your Cover Page a name, and click “OK”

Your Cover Page will be added to your Management Pack. Now, you can go ahead and add text and images using the Cover Page Designer.

 

3. Adding a Report

Click on “Add a Report” from the Design Pane. The following screen will be displayed.

By using the checkboxes, select which reports you would like to add to the Management Pack. You can add multiple reports at a time to the Management Pack. If you have a long list of Financial Reports, you can simply make use of the Search bar as a means to easily and comfortably find your desired report.

 

Once you are satisfied with your selection, simply click on Add. Your report will now be populated with the selected reports.

 

4. Rename a report

You can rename your report within the Management Pack from the Design Pane. Simply click on the desired report within the report tab at the bottom of the designer, and you will be able to edit the name from the Design Pane.

This name will be updated and will display on the Microsoft® Excel® worksheet.

Note: Renaming the report within the Management Pack will not result in your ‘parent’ report in your My Reports or Standard Reports page being changed. Changing the name of the ‘parent’ report in your My Reports page after inserting and saving the report in the Management Pack, will also not affect the name of the report within the Management Pack.

 

5. Report Properties

You are able to set report properties per report within the Management Pack.

To do so, add your desired report and select the report you want to apply properties to from the bottom report tab.

Select the properties you want applied to the report. Do the above for other reports you’d like to apply properties to.

After you run the Management Pack, your Report Properties will be successively applied per report.

 

6. Management Pack Filters

Apply Management Pack filters from within the Management Pack Editor. These filters do not apply per report, but rather across all reports.

 

After you have selected your filters, you can click on the Close button to return to the Design Pane. Please note that filters are saved automatically.

7. Run

This button will run the Management Pack out. If you have not selected your Management Pack Filters, you will be asked to do so before the Management Pack runs out successively. After you have created your Management Pack, you will also be able to run the Management Pack from the specified folder in the My Reports tab.

 

8. Images

In the Management Pack Cover Page Designer, you are unable to resize an image, so the image that you load will be the size of the image that is used and this image is what will be exported to Excel. Images are also wrapped within the Management Pack Cover Page Designer, however, when you export to Excel the images will be placed next to each other.

Further, if you put a small image next to a big image in the Management Pack Cover Page Designer, it will be centered next to the bigger image, however, in Excel it will be placed at the top of the row.  Please manually update the alignment of images in Excel.

9. Alignment

If you would like to make use of center and right alignment in Excel, use the following logic:

For centre alignment, cell 10 is used. For right alignment, cell 20 is used.

Please note that this may not be perfect depending on the size of your screen. If the format doesn’t match what you had in Sage Intelligence, I would advise you to make use of Excel functionality.

10. Fonts

In Sage Intelligence Cover Pages, the available fonts are Sans Serif, Serif and Monospace. These fonts are not available in Excel, so the following fonts are used as replacements.

  • Sans Serif: Arial
  • Serif: Times New Roman
  • Monospace: Courier New.

11. Font Sizes

In Sage Intelligence Cover Pages, font sizes are defined as Small, Normal, Large and Huge. Within Excel, the following font sizes are used instead:

  • Small: 8
  • Normal: Default
  • Large: 15
  • Huge: 20

12. Other Formatting

All the other features in the Management Pack Cover Page Designer (bold, underline, italic, strikethrough, colours) will come out the same in Excel.

The post How to create and view your Management Packs in Sage 50cloud Intelligence appeared first on Sage Intelligence.

Source: Sage Intelligence

How to create a step chart in Excel

A step chart shows changes that occur over irregular intervals. For example, it can show stock movement changes, interest rates, etc. A step chart is the perfect alternative to a line chart as it displays the trend as well as the time taken between changes.

The difference between a Step Chart and Line Chart:

A line chart connects data points and the focus in such charts is the trend and not the exact time of change.
On the other hand, a step chart shows the exact time of change in the data as well as the trend. With a step chart, you can easily identify the exact time where there was no change or compare the extent of change at each instance. In this tip, we will show you how to establish the trend of a stock item.

Note: Download the sample workbook to practice this exercise

Steps to create the Step Chart:

1. The data needs to be reconstructed and set up as follows:

  • Copy and paste the headings into new cells.

  • From your dataset, copy the dates starting from the second date and paste in the blank “Date” column.

  • From your dataset, copy your sales values starting at the first value to the second last value, then paste this in the blank “Stock Movement” column.

  • Copy your original data table and paste it directly underneath the data you have just copied over into your new columns.

2. Using this new dataset, select > Insert > Charts > Line Chart. Your Step Chart has been created and is ready for any formatting required.

 

The post How to create a step chart in Excel appeared first on Sage Intelligence.

Source: Excel on Steroids

Create your own reports and customize the way you view your data with Sage Intelligence

This tip is focused on Sage Intelligence for Accounting.

There are many decisions that need to be made in a business and basing these decisions on accurate data will help to make more informed decisions. Without data most businesses work from their experience or intuition which may not be accurate.

With Sage Intelligence you are empowered with the information from your business, in a format that is easily understood. You can determine the true health of your business with the ready-to-use reports from Sage Intelligence. Apart from the standard reports, you can also customize the way you view your data by creating your own reports.

 

Creating your own reports

With Sage Intelligence you get ready-to-use financial reports, and in addition to this, you have the ability to create your own reports. While there are several ways to do this, in this tip we will focus on how to use the Quick Create Report feature.

  1. First, select the Options button (red plus sign) in the top right corner of the screen. Select Quick Create Report.

 

2. The Quick Create New Report dialogue will open where you can enter a name and description for your report. Select from a list of predefined or custom columns and rows, and choose the folder you would like it saved in.

 

3. Once you click Create the system will take you to your new report within the folder you selected.

4. Next, go to the report and select Details.

 

5. Then select the Edit icon (pencil icon). Note that you can hover over each icon to see the icon’s name.

 

6. In the Edit screen, you will see your report complete with Columns and Rows. Now you can select the filters and run your report.

 

7. Select the Filter icon found on the far right of the screen in the action panel. You must select Company, Year and Title Period.

 

8. Finally select the Run button to view your information.

 

The Quick Create Report feature provides a convenient way for you to access the information you want based on a set of predefined or custom columns and rows.  For more information on how you can design reports to view your data, check out our learning videos on the Sage Intelligence Learning Portal.

 

The post Create your own reports and customize the way you view your data with Sage Intelligence appeared first on Sage Intelligence.

Source: Sage Intelligence

How to format a chart in Excel to dynamically show its maximum value

Data visualisation is fast becoming the norm for effective business intelligence. Having visuals that tell the right story at a glance go a long way in achieving this. Microsoft® Excel® provides you with a multitude of ways to enhance the visuals that you create. In this tip, I’ll show you how to format a basic bar chart to dynamically highlight the maximum value in the series.

  1. I have a data series showing total sales values for each quarter in my financial year. I’ve created a basic bar chart to display this and I’ve widened each bar in the chart for greater emphasis. You can achieve this by decreasing the bar gap width under the Format Data Series options. To get to these options, right click on a bar and select Format Data Series.

Format Data Series Options

  1. To determine the maximum value, I’m going to add another series to the chart which I’ll define in the column to the right of my total sales. This column uses an IF and MAX function to return either the total sales value if it is the maximum or else zero. Use the formula displayed below.

IF/MAX formula

 

  1. I’m now going to add the new series to the chart. You can do this by right clicking on the chart and choosing Select Data > Select Add from the Select Data Source dialogue, and then pick the right cells for your series name and series values.

  1. The new series is now placed to the right of the existing series. To get it to appear in place of the existing series you need to overlap it.  You can do this by setting the Series Overlap amount in the chart properties to 100%.

Series Overlap Chart Options

 

Take note that as your series values change, the chart updates accordingly.

Chart Series Overlap

 

If the highlight isn’t displaying, go back to the Select Data Source dialogue and make sure that your highlight series is positioned after your main values series.

Select Data Source Options

 

As mentioned, Excel provides a multitude of ways for you to enhance your visuals.  It’s up to you to explore the possibilities.

The post How to format a chart in Excel to dynamically show its maximum value appeared first on Sage Intelligence.

Source: Excel on Steroids

Velixo momentum continues with release of version 4, with new features such as GL Writeback, Budget…

Velixo momentum continues with release of version 4, with new features such as GL Writeback, Budget Writeback and Distribution Lists

Ever since the release of Velixo Reports, we have been receiving amazing testimonials from our customers and partners. We have also been hearing about the features people would like to see in the product. I’m happy to announce the immediately availability of Velixo Reports 4.0, our first 2019 release and a direct result of feedback received since the launch of Velixo Reports 3.0. You spoke, we listened!

With Velixo Reports 4.0, we are pushing the integration of Excel and Acumatica even further, with new features such as:

All the new features integrate and play well with everything you know and love in Excel and Velixo Reports, opening the door to many new scenarios.

Other Enhancements

Beside the three major features described above, version 4 includes a few additional enhancements:

  • A new ACCOUNTCLASS() function, that allows you to retrieve the account class code of any General Ledger account.
  • The ability to include multiple ledgers at once in calculations. Multiple ledgers can be included by separating them with a semi-column (;) or by using a range (START:END) format.
  • The Copy Workbook Without Formulas is now able to detect if a cell contains a Velixo function; every standard Excel formula or total will be left as-is.
  • The calculation engine has been updated to better support volatile functions as arguments.
  • The Connection/Login screen remains fully responsive during the authentication process and allows you to cancel if needed.
  • Optimized drilldown on very large spreadsheets.
  • Preliminary support for Acumatica 2019 R1 Beta.

See you in Houston!

We’d love to show you Velixo Reports and all the new features in version 4.0. If you’re in Houston this week, make sure to stop by our booth and come say hi!

I will also be giving a breakout session on Tuesday titled “Real-world Solutions to Real-life Problems: A Tale of Three Development Projects”. Through three developments projects, delivered in the last year (hint: one of them is Velixo Reports!), I will be presenting Acumatica techniques that enable end-to-end user experiences that can help you build successful solutions to empower your users. The breakout is at 1:00 PM on Tuesday in the River Oaks room.

Velixo is sponsoring Acumatica Summit in Houston — come visit us at booth 283 or attend the breakout session

Upgrading

Existing customers will get an upgrade notification when they open Excel. The roll-out will start this week. Can’t wait? Drop us an e-mail at support@velixo.com. If you’re not a Velixo Reports Pro user and would like to buy a license, please contact your partner or visit our web site at www.velixo.com for more information.

Sign up for a Velixo Reports webinar — be happy

If Acumatica Excel reporting is important to your organization, then the choice is obvious: Velixo is the only reporting-tool of its kind designed for Acumatica, by Acumatica experts. You can be up and running within a few minutes.

Visit our web site at www.velixo.com to learn more about Velixo Reports or sign up for one of our upcoming webinars and see why so many Acumatica customers trust Velixo for all their financial and project reporting needs.


Velixo momentum continues with release of version 4, with new features such as GL Writeback, Budget… was originally published in Velixo on Medium, where people are continuing the conversation by highlighting and responding to this story.

Source: Velixo