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MYOB Acumatica: Live Excel reporting and Writeback via Velixo

 

Velixo connects directly to MYOB Acumatica offering bidirectional data integration. This allows you to create, analyse and interact with your financial, operational or project data in real-time, all within the familiar Excel environment.

 

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MYOB Acumatica User Group -
An Hour of Power!

MAUG-hour-of-power-1

Hello and Welcome to our MYOB Acumatica Monthly User Group Training Event. This event is proudly sponsored by the CloudFactory.co MYOB Acumatica User Group Support Team.

Hello and welcome to MYOB Advanced User Group 2022 user events! This month we are focusing on a reporting tool that is built for MYOB Advanced. 

Velixo Reports is an Excel-based reporting tool that was built from the ground up for MYOB Acumatica, by Acumatica Experts. Velixo Reports adds a new toolbar to Excel with more than 50 functions specially designed to work with MYOB Acumatica General Ledger and Project data for easy reporting in Excel.

Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates MYOB Acumatica with Excel in real-time. Velixo leverages the power and flexibility of Excel while maintaining data accuracy and security.

Velixo connects directly to MYOB Acumatica, offering bidirectional data integration. This allows you to create, analyse, and interact with your financial, operational, or project data in real-time, all within the familiar Excel environment. It can also push data to your Cloud ERP, revolutionizing budgeting and automating data entry for improved data quality and key business applications.

With research showing that 80% of users revert to Excel for analysis after trying other tools, Velixo provides a compelling solution directly within Excel. Key use cases include financial reporting and analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, forecasting, construction reporting, bulk data input, and resolving data quality issues.

Velixo supports thousands of organisations of all sizes around the workd on the Acumatica platform and enjoys a perfect satisfaction score among users. If you know how to use Excel, you already know how to use Velixo. Enhance your MYOB Acumatica experience with Velixo Excel Reporting today and engage our Velixo Team!

You might not know that MYOB Acumatica sites already qualify for a Lite Velixo license and should you want to roll it out at a future point, additional licenses can be purchased.

Screenshot-BuildReports-Velixo for myob advanced by Cloud Factory

Agenda

We will review the following Modules for feature updates:

  • What is Velixo
  • Licensing
  • Typical use cases vs standard reporting
  • In-Action Workshop

When is the event?

Who are the speakers for this event?

Johnathon Keogh together with Franz Munnich will be delighted to take you through this online training on the day!

Will I be able to ask questions?

The online event is set in a webinar format. To avoid distractions and confusions during the event, all attendees will be on mute. However, you will be able to virtually put your hand up for questions or post the questions in the 'Questions' section and we will answer them at the end of the event!

Will I get a recording?

If you are unable to attend live, still register as we’ll send you the recording.

Get Your Recording