Period-sensitive reports for AP/AR/IN reconciliation can be found here:/p>

You can also use the « Copy Workbook without Formulas » button in the toolbar if you just need to create a quick copy. The « remove Velixo formulas on...

Hi! By default, Velixo follows the same convention as Acumatica and returns account balances the same way you would see them in the Account Summary ...

Hi, For « coded » inquiries like Account Details, you have to create a GI-based version that returns the same data. For the specific inquiry you’re ...

@dianne-a and @timrodman are correct -- it's not possible using Excel's built-in OData connector. It is something that we support with Velixo - we ful...

Hi Chip, There's currently no way to have a formula in the offset property of the data source and no way to skip period 13 in an ARM column set. I...

Hi Michael, The Analytical Report Manager of Acumatica always uses the 'natural' direction when retrieving balances and ignores what you have config...

Hi Debbie, This is an issue that we have reported to Acumatica in the past (Acumatica case #147464); you can see a similar error if you use a web br...

OK, with 15-20 lines this is definitely not acceptable! I've seen this level of performance with orders containing more than >1000 lines. Since y...

That sounds abnormally slow. Is the system fast everywhere else? How many lines a typical sales order has? Do you have any customizations to Acumatica...

Hi Rosemary, You can use the Column Group feature of ARM to achieve this. In the Row Set, locate the row that corresponds to the Gross Profit line o...

Hi Tim, Acumatica does not support every OData operator; contains, startswith are endswith are not supported. Velixo has a local OData query proce...

Just filed this as a product suggestion -- we want to use it internally but also use SSO.

You can't add an additional parameter to select additional ledgers -- what Jeffrey suggested with hidden columns is a good idea. Another option woul...

Hi Mike, Conditional formatting is not possible with ARM. Have you heard of Velixo Reports for Acumatica? You can access the Acumatica actuals and b...

Don't mean to hijack this, but I stumbled on this after searching for Reconciling Purchase Accruals with Acumatica GL while trying to help another use...

Thanks Tim!!! We've since published multiple articles covering the new features in Velixo 6, feel free to take a look! Sending Emails With Spreads...

Hi Travis, This is not possible with ARM, but you can do it with Velixo very easily. Regards, Gabriel

There's a number of challenges beside the VAT -- I recommend working with lexbizz, this is the Acumatica OEM serving Germany. They have a fully locali...

Hi William, The first time I tried using the XML Data Provider, documentation was not available and I had to decompile it to understand what it did....

I just shared an additional prototype on the Acumatica Community forum that does HTML->Image conversion with full formatting. Link:/p>

Cross-posted to StackOverflow as well for developers:/p>

Here you go. The following inquiry shows the HTML Activity details and the resulting value converted to plain text: I created a generic attrib...

Converting HTML to plain text is possible. One could add a new field to the DAC through customization that dynamically converts the data. The resultin...

Hi Ron, The item pictures are ultimately stored in UploadFileRevision.BlobData. You can link to this table by joining InventoryItem with NoteDoc (In...

Scott, My personal preference is AWS, with RDS for the database part -- the DB is the most critical part and I prefer the managed aspect of RDS over...

For anyone looking to customize/extend the sales price calculation process, ARSalesPriceMaint is the graph that needs to be extended, and CalculateSal...

Carl, I believe they're using Azure Cognitive Services:/p> It was mentioned during the keynote at the last summit. Gabriel

@megan-friesen -- thanks for mentioning us!!! Derek, if you want to see a demo of how we can do Project Forecast Writeback for multiple projects and m...

Phil -- you can export ARM reports to XML by clicking the clipboard item and selecting "Export to XML" from the Report Definitions page. The Row Set a...

Amy - I would be happy to give you a demo of Velixo and provide access to a free trial. The setup takes just 5 minutes and if you used Jet Reports bef...

Hi Bob, Velixo Reports can do this -- here's a demo I shared with another user earlier today:You can see the balances change and how drilldown w...

Video demo of the solution above:/p>

Ryan is 100% correct, this has to do with the way Excel handles links. There are registry changes that can be made to prevent that but for Velixo I di...

Hi Dawn, As far as I know there's no way to access this information using the Analytical Report Manager. I would suggest taking a look at Velixo...

Tim is correct - that can already be done by using Velixo Reports and an inquiry that returns the list of projects filtered by status. We already have...

In my experience in many cases the high database size is due to an overabundance of snapshots or log tables. In the past automation schedule history w...

😊 - glad to see some activity here Tim! There's a lot going on our end with Velixo both with the product and the user base that continues to grow. We ...

Hi Tim, You came up with quite a few use cases and creative ways to use this tool! I tried using the function directly as list validation source, but ...

I remember adding logic to do lazy loading of the unit sets in ARM back in 5.3 so that we didn't have to run the report for every single unit. If you...

Hi Michael, I'm glad that you like our new web site! Regarding your feedback, I think the partner is more than a middle man. They're the ones that are...

For the benefit of other forum members - Daniel sent me his spreadsheet and I investigated the problem. It turns out that the balance in Velixo Report...

Hi Daniel, The balance should be the same. Please double check that the companies, branch, financial period and account list is the same. If you want ...

Hi Nic, Velixo Reports accesses the inquiry by name. The ID is auto assigned by Acumatica when we deploy the inquiries and is not important for Velixo...

Hi Shawn, Interest in Velixo Reports has skyrocketed recently which has taken me by surprise. We definitely have a new product out with the "Pro" vers...

Hi David, The open source version has been discontinued. A professionally supported version including multiple new features and improvements is now av...

Great, thanks for the update. Let us know if you run into any other issue or if you have any feedback or suggestions!