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Velixo – Overview

🔹 Overview​

Velixo provides direct Excel-based access to Acumatica data, enabling flexible and real-time reporting.

It is used for financial reporting, job cost tracking, and operational analysis.

🎯 Objective​

  • Enable real-time reporting from Acumatica
  • Provide flexible Excel-based outputs
  • Support job cost and financial analysis
  • Reduce reliance on static reports

🧠 Key Concepts​

  • Live data connection
  • GI (Generic Inquiry) integration
  • Excel formulas linked to Acumatica
  • Report structure and repeatability
  • Data accuracy tied to ERP setup

🛠️ Core Uses​

Financial Reporting​

  • Income statements
  • Balance sheets
  • Cash flow analysis

Job Cost Reporting​

  • Project-based cost tracking
  • Budget vs actual analysis
  • Cost category breakdowns

Operational Reporting​

  • Customer-level reporting
  • Project summaries
  • Performance tracking

📊 Related Pages​

⚠️ Notes​

  • Data structure comes from Acumatica
  • Reports should be standardized for reuse
  • Avoid overly complex formulas where possible

✅ Result​

Velixo provides a flexible and powerful reporting layer for Acumatica data.