I am a hands on learner, and the demo files look like they would be helpful, but we no longer have the 'demo' tenant, and therefore the demo files are all just broken links etc. which makes it really difficult for me to reverse engineer.
I also would like to replicate the Account Details view in excel to then work with and analyze, but I can't seem to easily locate the formulae that would allow me to do so. Is there a better way for me to train? do you have a conference or do you attend other conferences to offer educational sessions?
0 Votes
H
Harry Lewis posted
about 1 year ago
AdminBest Answer
Training can be purchased (you would contact your Customer Sucess Manager to make arrangements). For more self-guided exploration, you can use the Getting Started section of our online Help Center. You could then branch out and explore the various Velixo functions.
0 Votes
6 Comments
Sorted by
Gabriel Michaudposted
about 1 year ago
Admin
Andrew: welcome to the community forums, great to see you here!
1 Votes
Gabriel Michaudposted
about 1 year ago
Admin
Hi Nathaniel,
What happened when you tried to modify? Customizations shouldn't interfere with steps described in the article. We'll be happy to help you overcome this. Did Harry reach out with credentials to our demo instance?
P.S. congrats on child number 3!
0 Votes
N
Nathaniel Travisposted
about 1 year ago
With some of the customizations that we have, modifying didn't quite work... that was the first thing I tried.
And thanks Andrew, I was really hoping to head to the Acumatica conference this year anticipating a Velixo presence, but 2024 won't be in the cards for me. I can make January work from a ME and audit schedule perspective. But I have child number 3 also due January 2024, wife wouldnt appreciate a conference trip to Vegas!
1 Votes
A
Andrew Craftposted
about 1 year ago
Hey Nathaniel! I have been using Velixo (Acumatica) for about a little more than a year. Same as you, the best way I learned was hands on and building my own reports. Happy to help if I can.
1 Votes
Gabriel Michaudposted
about 1 year ago
Admin
Nathaniel -- I'll work with the team to arrange access to our demo tenant, this will let you look at the reports and inquiries with a live, working instance. Harry will reach out.
Training can be purchased (you would contact your Customer Sucess Manager to make arrangements). For more self-guided exploration, you can use the Getting Started section of our online Help Center. You could then branch out and explore the various Velixo functions.
0 Votes
I am a hands on learner, and the demo files look like they would be helpful, but we no longer have the 'demo' tenant, and therefore the demo files are all just broken links etc. which makes it really difficult for me to reverse engineer.
I also would like to replicate the Account Details view in excel to then work with and analyze, but I can't seem to easily locate the formulae that would allow me to do so. Is there a better way for me to train? do you have a conference or do you attend other conferences to offer educational sessions?
0 Votes
Harry Lewis posted about 1 year ago Admin Best Answer
You can modify the sample reports to work with your own data.
Training can be purchased (you would contact your Customer Sucess Manager to make arrangements). For more self-guided exploration, you can use the Getting Started section of our online Help Center. You could then branch out and explore the various Velixo functions.
0 Votes
6 Comments
Gabriel Michaud posted about 1 year ago Admin
Andrew: welcome to the community forums, great to see you here!
1 Votes
Gabriel Michaud posted about 1 year ago Admin
Hi Nathaniel,
What happened when you tried to modify? Customizations shouldn't interfere with steps described in the article. We'll be happy to help you overcome this. Did Harry reach out with credentials to our demo instance?
P.S. congrats on child number 3!
0 Votes
Nathaniel Travis posted about 1 year ago
With some of the customizations that we have, modifying didn't quite work... that was the first thing I tried.
And thanks Andrew, I was really hoping to head to the Acumatica conference this year anticipating a Velixo presence, but 2024 won't be in the cards for me. I can make January work from a ME and audit schedule perspective. But I have child number 3 also due January 2024, wife wouldnt appreciate a conference trip to Vegas!
1 Votes
Andrew Craft posted about 1 year ago
Hey Nathaniel! I have been using Velixo (Acumatica) for about a little more than a year. Same as you, the best way I learned was hands on and building my own reports. Happy to help if I can.
1 Votes
Gabriel Michaud posted about 1 year ago Admin
Nathaniel -- I'll work with the team to arrange access to our demo tenant, this will let you look at the reports and inquiries with a live, working instance. Harry will reach out.
0 Votes
Harry Lewis posted about 1 year ago Admin Answer
You can modify the sample reports to work with your own data.
Training can be purchased (you would contact your Customer Sucess Manager to make arrangements). For more self-guided exploration, you can use the Getting Started section of our online Help Center. You could then branch out and explore the various Velixo functions.
0 Votes
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