Note: This article covers the interface of Velixo Classic. For the new Velixo NX please visit: Velixo NX interface. In case of doubt, if your Velixo Excel ribbon is named Velixo, then you are using Velixo Classic.

TABLE OF CONTENTS

• Velixo ribbon
  • Connections
  • Analysis
  • Distribution
  • Writeback
  • Tools
  • Options
  • Help

Velixo ribbon

The Velixo ribbon provides the ability to access many of the Velixo features.  

Connections

This section includes buttons for exploring data in your Velixo report, by drilling down to underlying transactions in Excel and into your ERP, from a Velixo cell. It also includes the Status button for monitoring any current activities run by the Velixo worksheet, such as a Refresh or a Writeback operation.

For more information about those buttons, please navigate to:

• Drilldown
• Status

This section includes options related to Writeback. Those buttons allow you to create pre-built Writeback sheets for Journal Transaction, Budget, Project Forecast, Generic Writeback, and Perform Writeback, i.e. import Writeback values to your ERP

To fully grasp the concepts and implementation of Velixo Writeback that those buttons use, please navigate to:

• Journal Writeback
• Budget Writeback
• Project Forecast Writeback
• Generic Writeback

 For more information about those buttons, please navigate to:

• Hide Zero Rows/Columns (also covers the Hide Zero Columns and Unhide All buttons)
• Copy Workbook Without Formulas
• Insert Chart of Accounts

For more information, navigate to: Options.