Getting Started videos

Created by Harry Lewis, Modified on Thu, 11 Apr 2024 at 06:10 PM by Harry Lewis

TABLE OF CONTENTS

How do I install Velixo Classic and connect to my ERP?
How can I use filters to quickly and easily update my spreadsheet?
How can I use the wildcards and ranges to combine multiple items?
How can I use the drill down option to view source transactions?
What are the other commonly used options in the Velixo tab?
Where can I find sample reports?

Welcome to Velixo

As a new Velixo user, we want to make sure you can quickly and easily get

from where you are to where you need to be.

The Velixo YouTube Channel is constantly being updated to feature the latest in Velixo functionality and techniques:

Answers to Commonly Asked Questions

How do I install Velixo Classic and connect to my ERP?

The purpose of this video is to explain how to install Velixo and connect our first workbook to our ERP.

More Info: Download and Install the Excel add-in

How do I retrieve account names and balances?

Now that we have downloaded Velixo and connected our workbook to our ERP, let's take a look at some basic functions.

More Info: Create your first Velixo report

How can I use filters to quickly & easily update my worksheet?

Let's take a look at how we can use Velixo to build a worksheet with filters which allow us to easily view different data simply by changing the filters.

How can I use wildcards and ranges to combine multiple items?

When we create functions with Velixo to view our data, we may want to use parameters which include wildcards and/or ranges to help us narrow-down the specific data we want to see.

How can I use the Drilldown feature to view source transactions?

Since Velixo connects our ERP data to our workbook, it is easy to navigate between Excel and our ERP instance.

More Info: Using the Drill-down Feature

What are some other features on the Velixo ribbon?

Let's explore a few more commonly used features in Velixo.

More Info: The Velixo User Interface

Where can I find sample reports?

Our Sample Reports provide a variety of report types to help you learn more about using Velixo, so you can turn your ERP data into the Information you need.