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Velixo

Overview​

Velixo is the reporting layer for Acumatica, providing Excel-based real-time financial and operational reporting.

This section documents how Velixo is used to extract, structure, and present Acumatica data in a consistent and repeatable way.

🎯 Objective​

  • Provide structured Velixo reporting guidance
  • Support financial and operational reporting
  • Improve data visibility and usability
  • Document real-world reporting patterns

🧠 Key Concepts​

  • Excel-based reporting
  • Real-time Acumatica data connection
  • Generic Inquiry (GI) usage
  • Project and job cost reporting
  • Financial reporting structure

System Structure​

Core Pages​

⚠️ Notes​

  • Velixo is a reporting layer, not a data source
  • Accuracy depends on Acumatica configuration
  • Reports should be structured and repeatable
  • Avoid one-off or manual report designs

📊 Related Systems​

✅ Result​

A structured reporting system that provides reliable, real-time visibility into financial and operational data.