Velixo NX 2024.9 Release Notes – Sage Intacct

Applies to:

Release date: September 2nd, 2024

Version number: 2024.9.1 or higher

🚀 New

Ribbon UI

Velixo NX has a new look with more minimalistic and modern ribbon icons that match the style of Velixo's website and look more like Velixo! ✨

Localization

Snapshot

"Copy workbook without formulas" has grown into a more powerful feature called Snapshot: everything you know and love about the functionality, with extras:
- You can now decide to snapshot only the active worksheet instead of the entire workbook
- A worksheet-level snapshot can be targeted to the current workbook or a separate workbook
- You can now decide to preserve writeback formulas while doing snapshots: can be incredibly useful when e.g. iterating on budgets

Report distribution

New distribution lists that you create will contain a "Refresh workbook" parameter (set to "Yes" by default), which will ensure your workbook is refreshed prior to running the distribution. This helps to address a "partially refreshed" workbook state when:
- You use distribution lists with parameters;
- You start a distribution after a long time not refreshing the workbook.
The scheduled distribution command-line tool supports a new parameter "--workbook-password" that allows you to work with password-protected workbooks.

Calculation

Drill-down

This version provides more consistent values for the Memo/Description field in the second-level (GL transaction) drill-down in both the Summary and Detail format.

Budgeting

SI.BUDGETABLEPERIODBYDATE – improved the error message and call-to-action when the specified budgeting period is not found in the ERP system.

Ribbon UI

For consistency with Excel ribbon terminology, the term "Worksheet" has been replaced with the term "Sheet" throughout the add-in.

UX

Date-returning functions such as SI.PROJECTENDDATE will now have a default formatting applied to it (YYYY-MM-DD ISO-based format).
Improved error reporting for missing arguments. For example, previously, =SI.ACCOUNTNAME("Sage", A1) for an empty A1 cell would display an error message like: "Account '' does not exist", whereas now Velixo will indicate that an account name is a required argument.

Project reporting

SI.EXPANDPROJECTESTIMATETYPERANGE – allows you to list different project estimate types available in your system.
SI.EXPANDPROJECTESTIMATERANGE has two new optional arguments:
- Primary (TRUE/FALSE, defaults to FALSE). Setting it to TRUE will allow you, for example, to retrieve only primary records when reporting on estimate forecasts (there can only be one primary estimate for a given project, and only the primary estimate includes original and change requests)
- EstimateType – allows filtering by estimate type, use one or more of the values provided by SI.EXPANDPROJECTESTIMATETYPERANGE.
SI.PROJECTESTIMATEAMOUNT and SI.PROJECTESTIMATEQUANTITY now contain the EffectiveDate argument.

Report distribution

Distribution of protected workbooks without a password will now work seamlessly.
Improved the reliability of the report distribution process on different platforms.
Distribution with attachments will now insert attachments into the resulting PDF in the same order as the SI.GETATTACHMENTS formulas are placed on the worksheet (left-to-right, top-to-bottom).

Query

Project estimate writeback

It is now possible to upload multiple new project estimates for several projects in a single writeback run without explicitly breaking those with a WRITEBACKCOMMIT function.

Journal writeback

Budget writeback

Clearer error message is now provided when the "Note" field exceeds the allowed length of 200 characters.

Universal writeback

Implemented the creation of AP payment request objects: use the APPYMT object and make sure to include the PAYMENTDATE field in the source data.
Better validation messages.

Calculation

Since Velixo NX 2024.7, a refresh operation could take a long time if the workbook was heavy on conditional formatting. This has been resolved.

Drilldown

Fixed a bug where if you opened a file and ran drilldown without a prior refresh, the drilldown would get stuck and never end.

Project reporting

SI.PROJECTESTIMATEAMOUNT function incorrectly returned zero value under the following conditions: IncludeChildDimensionBalances is set to TRUE, the combination of parent project & task doesn't exist in the system, but combinations of (some) child projects and tasks do exist in the ERP.

Query

Querying the USERRESTRICTION object always returned a single record even when multiple restrictions were present for the user.