Upgrading to a newer version of your ERP

Created by Damien Zwillinger, Modified on Thu, 05 Oct 2023 at 05:50 PM by Gabriel Michaud

Velixo is fully committed to supporting new versions of Acumatica and MYOB Advanced within 30 days of release. Sometimes, changes in the product will require slight configuration adjustments before Velixo can be used for the new version.


Note: please scroll down for a video version of this procedure.

Users of Acumatica 2020 R2:


Velixo version 5.0.103 and higher includes a modification to accommodate a change introduced in Acumatica 2020 R2 that affects how financial periods are formatted.


Users of Acumatica 2020 R2 who have an earlier version of Velixo will need to upgrade to versions 5.0.103 or higher.

Upgrade Instructions

Please ensure that you are running the latest version of Velixo.  A notification is automatically displayed to users whenever we release a new version, and you can also check for updates manually by going to the Velixo toolbar in Excel and selecting Check for Updates from the pulldown on the Advanced button:



Update the Customization Project

If your installation Acumatica/MYOB includes Velixo's Customization Project, you may need to Update to the Latest Version of the Project.

Using Acumatica 2018 R2 or older


Do not have Velixo's Customization Package?

Some Acumatica/MYOB changes require us to update the inquiries we use to integrate Velixo with your ERP. Everything else will work just like before, once the inquiries are updated.

If you are using Acumatica/MYOB 2018 R2 or older and the Velixo Customization Package is not installed, after your Acumatica or MYOB system is upgraded, please complete the following steps from any Velixo-connected spreadsheet:


1. Open the Connection Manager:

2. Click the kebab menu



for the connection:


3. Select Recreate Inquiries and click Yes to confirm:


4. Repeat for every connection in your file.

Please note that this update needs to be completed by one user only. Make sure to review the access rights on the inquiries following this process.

That's it!

Version Compatibility

What versions of Velixo are Compatible with my Acumatica/MYOB?

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