Velixo NX 2023.12 Release Notes - Sage Intacct

Applies to:

• Velixo NX
• Sage Intacct

Release date: December 29th, 2023

Build no: 70e48aac1834b0f3d88f199cc71344d77f7cd65f

🚀 New

• New functions:
  • SI.COSTTYPENAME (#4174)
  • Added important functions for building detailed trial balances:
    • SI.DEBITS - similar to SI.TURNOVER, but only displays the debit activity. (#4174)
    • SI.CREDITS - same as above, but for the credit activity. (#4174)
    • SI.ADJDEBITS (#4174)
    • SI.ADJCREDITS (#4174)
• Connection:
  • Implemented secure sign-in (SSO) with Sage Intacct. To leverage this functionality, use the 🔑 icon in the connection editor without entering your username and password. Secure sign-in allows you to securely enter your credentials directly in Sage Intacct, or even use an external identity provider (Azure AD, Google, etc.) that you have configured for your Sage Intacct company. (#4139)
• Calculation:
  • Introduced an ability to output the SI.QUERY function dataset to a data table instead of a spilling range. (#4115)
  • SI.QUERY now supports aggregate functions in the Select argument; the fields listed without an aggregate function effectively work as a GROUP BY clause. (#4191)
• Drilldown:
  • First-level drilldown worksheet will now contain separate columns for debits and credits. (#4298)
  • Drilldown sheet will now be rendered as a data table, enabling you to facilitate sorts, filters, and Copilot insights. (#4136)
• Writeback:
  • Added the ability to create a new project estimate writeback template. (#4002)
• UX/UI:
  • Revamped Help menu includes links to our new Community resources (discussions and feature requests), as well as to Velixo's video channel. (#3971)

✨ Improved

• Calculation:
  • SI.QUERY: boolean values (TRUE / FALSE) are now accepted as valid criteria values besides strings and numbers. (#4032)
  • Improved reporting of server-side errors in Sage Intacct (FetchError). (#4227)
• Copy without formulas:
  • Slightly improved the performance of the operation. (#4019)
  • Supported copying protected workbooks that are protected (without password only). (#4219)
• Drilldown:
  • Supported drilldown when using location groups in balance formulas instead of location ranges. (#4091, #4170)
• Writeback:
  • All writeback templates created from the ribbon now have updated Velixo branding. (#4037, #4058, #4068, #4150, #4159, #4161)
  • During budget writeback, Velixo will now validate whether the specified dimension values are active in the system, so as to avoid a cryptic error returned by the ERP system. (#4028)
  • Supported update / recreate scenarios in project estimate writeback. (#4044)
• UX/UI:
  • Displaying a better error message in rare cases where Office extensibility framework fails to load. (#4283)

🔨 Fixed

• Calculation:
  • Velixo range item subtraction did not correctly work with the intersection operator in all cases. (#4021)
• Writeback:
  • WRITEBACKPROJECTESTIMATE formula did not update properly when changing dimension values. (#4287)
• Hide zero rows:
  • Velixo prematurely stopped reporting calculation progress in the side panel even though the process had not yet finished. (#3811)