Easy Excel Connection
Users can connect Excel to Acumatica using the same account credentials and use more than 50 formulas to retrieve data from the General Ledger, Projects and Generic Inquiries.
Excel-Based Reporting
Lumina works with Velixo to provide an Excel-based reporting tool for Acumatica.
Velixo Reports is designed specifically for Acumatica and uses its understanding of the platform to provide an Excel reporting add-in that is familiar to users and responsive for business reporting.
Real-Time Report Results
Reports can display updated results, and formulas recalculate as the workbook changes, making it easier to create period comparisons, organisational comparisons and financial statements.
Reports & Dashboards
Use Excel flexibility with Acumatica integration to build actual-versus-budget reports, cash-flow statements, sales dashboards, consolidation reports, intercompany eliminations and project progress reports.
Drill Down
Users can drill down from Excel data fields back into Acumatica to review source information, notes and attachments.
Combine Multiple Data Sources
Velixo Reports can retrieve data from different tenants and companies into the same Excel workbook.
Automated Report Distribution
Reports can be automatically shared by email or export. Distribution can be controlled by worksheet, recipient permissions and password protection.