Velixo NX 2024.7 Release Notes – Sage Intacct

Applies to:

Release date: July 4th, 2024

Build no: 2024.7.1-g7702298b13 (or higher)

🚀 New

Calculation

Brand-new Refresh experience that lets you select the scope of your Velixo NX data refresh: current worksheet only, entire workbook, or all open workbooks. (#4975)
- By default, all options are “Smart Refresh” – to replicate the old “Full Refresh” behavior, use the new “Clear Cache” button on the ribbon and then invoke refresh again.

Report distribution

Velixo NX now supports retrieving and including attachments during the report distribution in PDF format. Potential use cases include substantiated billing and draw requests. (#5103). The functionality is supported by two new functions; include them in your workbook for the attachments to be automatically included in the resulting distributed PDF file:
- SI.GETATTACHMENTS
- SI.GETATTACHMENTSBYID

Functions

New function SI.QUERYLOOKUP, allowing you to do fast key-based lookups in the SI.QUERY result sets. (#5148)

Writeback

Universal Writeback supports a new WritebackLocation setting that you can leverage to use entity-private records during writeback. (#5038)
AP Payment Requests can now be created using Universal Writeback. (“APPYMT” object) (#5141)

UX

You can now define a worksheet-scoped range “VelixoSuppressErrors” to prevent formula errors on the worksheet from appearing in the “Formulas to review” section of the status panel. (#5055)

Connection

Better guidance message during connection in case the user had not completed the Velixo NX integration set-up inside their Sage Intacct company (#5105)

Functions

SI.BUDGETTURNOVER now supports Velixo range expressions for the Budget ID parameter, allowing you to retrieve and sum up multiple budget values using a single function call. (#5114)
SI.QUERY now ignores trailing commas in the Select argument. (#5090)
SI.QUERYFILTER will now interpret a stand-alone “*” as completely ignoring the column in the filter expression, as opposed to only returning non-NULL values. (#5096)

Calculation

Achieved breakthrough speed-up for reports using account groups (#5131)
- Previously, loading account group hierarchies could take up a sizeable portion of the report refresh time.
Increased reliability of the process when Velixo NX needs to create a temporary dimension group during refresh. (#5065)
Improved reliability of SI.QUERY on different site configurations where some of the expected record fields are disabled or not supported. (#4962)
Improved the responsiveness of refresh cancellation. (#4996)
Significantly reduced the overall RAM consumption of Velixo NX, allowing you to refresh larger reports than ever. (#5091, #5119)

Drill-down

More detailed the Memo column presentation in second-level transaction drill-down (using the Detail format option) to better match the Sage Intacct report output. (#5030, #5056)
Second-level transaction drill-down is now supported for transactions referencing Cost Types. (#5161)

Report distribution

The Distribute and Distribution Tools ribbon buttons will now only be enabled on a Distribution List worksheet, not on any other sheet. (#5151)

Writeback

During Universal Writeback (also known as Generic Writeback), proper Excel date values (e.g. the result of TODAYNV() as opposed to a text value like “11/01/2020) may now be used for columns expecting a date value. (#5005)
Improved guidance for incorrect parent record references during Universal Writeback. (#5139)
Better output fields validation messages in Universal Writeback (#4941)
Writing back status (e.g. “Active” vs “active”) was made case-insensitive on a best-effort basis. (#4940)
Velixo will provide better “partial success” feedback for writeback operations that result in errors but also partially upload / update the records. (#4927)
In limited scenarios, you can now write to related fields during Universal Writeback using the dot syntax (for example, DISPLAYCONTACT.PRINTAS for VENDOR objects). (#5069)

UX

In the “Formulas to review” section of the Status panel, some of the errors now carry a clickable link that navigates the user to a troubleshooting article. (#4960)
Improved the style of data tables mirrored from GI and TOTABLE functions (#5045)

Calculation

When “Refresh data when opening the file” option was enabled, Velixo NX (in rare cases) misinterpreted that option “Return zero value… when identifier is not found”. (#5130)

Copy without formulas

WORKBOOKLASTREFRESHDATE function value date/time format presentation was lost in files with formulas removed. (#4943)

Drill-down

Second-level transaction drilldown into statistical accounts could include irrelevant lines not linked to the specified reporting book. (#4945)
“Manual calculation mode error” could sporadically be seen when drilling down into a separate workbook. (#4977)
In some cases where drill-down failed, empty drill-down sheets were added to the resulting workbook. (#5077)

Writeback

“Writeback in progress” message could get stuck in the UI in case the workbook contained volatile formulas or errored-out cells. (#4637)