SI.EXPANDTASKRANGE now has a TaskType argument which allows you to filter only for parent tasks, "leaf" child tasks, or both (default). (#3119) 

After running a drilldown operation with Sage Intacct balances, Velixo now allows you to do a second drill down - all the way down to individual GL transactions, with a hyperlink back to Sage Intacct where you can review the batch. (#3056) 

SI.JOURNALWRITEBACK now allows you to output the created batch number to an Excel cell, as well as to open the created batch in your browser after writeback. (#3183)

For workbooks using multiple distinct dimension values, we have significantly improved the refresh speed and further optimized number of API calls Velixo NX makes to Sage. (#3120, #3122, #3130, #3134, #3144) 

Improved error message when the user forgets to specify the date range in Intacct balance functions. (#3157)

Velixo will not display drill-down rows that contain all zero balance values. (#3167)

When drilling down to a separate workbook failed for any reason, sometimes Velixo was leaving redundant temporary worksheets in the source workbook. (#3204) 

For user-entered date values in Velixo formulas, time zones were shifted unnecessarily to UTC time, which could introduce edge cases in balance calculations. (#3124) 

Fixed a bug where Velixo could return a cached dimension-filtered balance value for a formula that did not use any dimension filters, and vice versa (#3149, #3170)

Drilldown could get stuck on Sage balance formulas under certain circumstances. (#3152)

SI.JOURNALWRITEBACK mistakenly allowed the user to specify more than one value for each dimension, which then caused the writeback operation to fail server-side. (#3154)

Added support for "Writeback Selected Cells" option, working similarly to Velixo Classic. (#2968)

Date values returned by the GI() function will now be formatted in the ISO format by default (YYYY-MM-DD). (#2994)

Added support for WRITEBACKPROJECTFORECAST. (#2958)

Added the WRITEBACKREFRESHDATA function. (#2940)

Added multiple EXPAND...RANGE functions for all common Sage Intacct dimensions: customers, departments, classes etc. The function accepts a Velixo range expression and spills a range of all IDs that match the specified range. (#2999, #3018)

Complementary to the above, also added the ...NAME functions for all predefined dimensions in Sage Intacct. Each of those function receives a dimension ID (e.g. Location ID "100") and returns the human-readable name of that object (e.g. "USA - New York"). (#2999)

SI.PROJECTSTATUS function to retrieve the status of a project / job. (#3002)

New functions to work with project / job estimates:

SI.DIMENSIONS function, which accepts a sequence of dimension names and values (Name, Value, Name, Value, ...) and produces a 2D matrix expected by the balance functions such as SI.TURNOVER.

New look & feel of the side panel using modern colours and fonts. (#3043)

Velixo NX's side panel will now close automatically when a logical operation flow ends (e.g. when Insert Chart of Accounts or Create Writeback Template has run to completion). (#2974)

A descriptive error message will now be displayed if one attempts to Insert Chart of Accounts without a valid connection in the workbook. (#2979)

Velixo will not assume the Acumatica connection type anymore when creating a new connection, but instead remember the type of the last connection you used. (#3080)

Velixo NX will be more resilient and not fail if non-required named ranges are removed from the GL writeback template (e.g. the Last Batch Nbr. field). (#2971)

When creating a new writeback template, the list of import scenarios will be refreshed from Acumatica as soon as you reopen the scenario selection page. (#2985)

Minor UX improvements during template creation for a case when no valid connections are available in the workbook. (#2976)

Significantly improved report refresh performance:

"Project" and "task" dimensions can also be specified as "Job" and "Cost code" for construction edition companies. (#2981)

SI.EXPANDTASKRANGE now accepts a project range expression that allows to filter down tasks by matching project IDs.

Velixo will now validate the fields you specify in "filter" and "select" arguments of SI.QUERY. (#3019)

Insert Chart of Accounts button did nothing if multiple cells were selected instead of one, (#2961) or if no valid connections were present (#2979).

Multiple fixes for stuck drill-down and redundant/incomplete rows (#3031, #3045, #3101).

Generic writeback incorrectly assumed all its data to be present on the current worksheet, so that references to other worksheets were not working (#3094).

When refreshing GL balances and specifying both projects and tasks as dimension values, Velixo did not check whether the specified tasks matched the requested set of projects, overshooting the balance value. (#2993)

Location was not being displayed in the drill-down result worksheet if a location group was used instead of a particular location value.

We completely redesigned the side panel, removing all buttons, tabs and elements that duplicated those already available on the Velixo NX ribbon. Enjoy the new uncluttered look of Velixo! (#2872, #2873, #2874, #2875, #2876) 

Added support for the Haufe X360 ERP system. (#2804)

Support for "chaining" Generic Writeback operations where subsequent writebacks depend on the output of previous writebacks. (#2842)

Experimental support for journal transaction writeback using the new SI.JOURNALWRITEBACK function (#2837)

Smart refresh is now supported for:

When using the PredefinedDimensions parameter of balance functions, you can now specify the names of dimension groups defined in your company. For example, "Customer group ID" -> "Active customers".

It is not possible anymore to view the saved password for a connection by reopening the connection editor. (#2815)

Ribbon button names have been harmonized with Velixo "Classic" for Excel Desktop on Windows. (#2814) 

Velixo will now preserve the formatting of numbers stored as text. Previously, Excel could corrupt subaccounts like "000000" to number "0", and financial period values like "012023" to number "12023". (#2886)

Better error message in case any worksheets are password-protected. (#2904)

More descriptive error messages upon connection errors like "400" or "401". (#2903)

Better error message when writeback Velixo web service endpoints are not found on the site. (#2944)

Subaccount has been made optional in budget writeback formulas, because some companies do not use subaccounts. (#2932)

GL writeback has become more resilient to changes made to the default template structure (such as moving the template table across the worksheets and/or renaming its columns). (#2799) 

Improved performance of GL writeback by uploading individual transaction lines in chunks. (#2697)

We worked around an authorization cookie limitation that did not allow you to use Generic Writeback in the Safari browser specifically. (#2781) The limitation only applied in case you were connected to Acumatica through username & password, as opposed to single sign-on. 

Velixo now disallows Generic Writeback to inactive import scenarios. (#2793)

Any empty rows specified for Generic Writeback will now receive the "Line skipped" status upon finish, instead of "Line uploaded". (#2825)

The created generic writeback template worksheet has been unified with Velixo "Classic" for Windows Desktop. (#2850)

When selecting an import scenario for Generic Writeback template worksheet:

Velixo will auto-fix the "https:/" typo (missing slash) when entering the connection URL. (#2800)

When a user creates or modifies a Generic Inquiry in the system, Velixo will now immediately become aware of those changes over the course of a Smart Refresh. Previously, it used not to "see" those changes for up to 30 seconds. (#2811)

More consistent handling of segment values that contain user-input dashes (all supporting functions, but in particular, SUBACCOUNTNAME). (#2853, #2857)

IncludeInactive parameter in EXPAND... functions now only accepts TRUE, FALSE, 1, 0 as valid values. (#2854)

The Operations tab was showing completed ERP data requests for GL balances for longer than needed. (#2832)

The names of user-defined dimensions are no longer case-sensitive. (#2841)

Velixo incorrectly returned an error when the user tried to match "everything except one account/subaccount/..." code in this manner: *;-000000

It was not possible to drilldown to a separate workbook when the original workbook had auto filters enabled. (#2766)

#N/A or #BUSY instead of values in the copied workbook if the "Refresh on open" workbook option was enabled in the original workbook. (#2817)

It was not possible to create a Generic Writeback worksheet:

Otherwise, if an invalid connection was selected on the import scenario selection dialog for Generic Writeback, the error could get "stuck" even after the user re-selected the connection. (#2809)

"Commented" formulas containing an apostrophe ' before the formula were mistakenly processed during formula-based writeback. (#2819)

Generic Writeback could fail in case multiple output parameters were used. (#2896) 

A duplicate "Location" column could appear in the worksheet containing the drilldown results. (#2806)

The operations tab displayed the "Loaded NaN records" when Sage Intacct did not provide information about the record count in the result set. (#2828)

We also added a possibility to cancel the "Copy without formulas" process. (#2758)

It is now possible to create Budget Writeback (#2565) and Generic Writeback (#2732) templates directly from Velixo NX.

WRITEBACKARGUMENTS support has been added.

Range subtraction operator "-" has been supported for predefined dimension values. (#2624).

Velixo range expressions are now supported for the "Account group" parameter of all account balance functions.

"Asynchronous" account balances have been supported for large companies that may experience timeouts during account balance retrieval (#2580). To enable asynchronous balances, navigate to the "Options" tab in Velixo's side panel. This option may increase the report refresh time, but is guaranteed not to cause timeouts. By default, Velixo will continue to use "synchronous" balances: we only recommend enabling asynchronous if you have an issue with your ERP timing out during refresh.

Additional account/subaccount validations in budget writeback formulas.

Added validation that ledger ID is specified in Journal Transaction writeback templates. (#2703)

Improved performance of generic WRITEBACK by automatically chunking the uploaded data set into smaller batches. (#2691)

Drastically improved the RAM footprint and the number of requests made to Sage Intacct when specifying multiple predefined dimension values for account balance functions. (#2623) Instead of doing one request per specific dimension value, Velixo will request balances for dimension groups created on the fly from the values you specify (e.g. "100;200;300"), then carefully clean them up after refresh.

When loading a lot of data from Sage Intacct (typically using SI.QUERY), Velixo will display a real progress indicator instead of just a spinner. (#2631)

The BudgetId and ReportingBook parameters in Intacct balance functions are now case-insensitive. (#2678, #2706).

When Velixo loads data from Intacct, more human-readable entity names will be displayed on the Operations tab, e.g. ("GL account group" instead of "GLACCTGRP"). (#2715)

Fixed inaccurate financial period representation after removing formulas: Velixo could lose leading zeroes from periods like "012013". (#2733)