The Velixo Add-in for Excel is compatible with Acumatica 5.3 and later, as well as with Excel for Windows 2010 and later. For best performance, we recommend Acumatica 6.1 or later—since streaming mode enables Acumatica to transmit data to the add-in more quickly and efficiently.
Installing Velixo Reports
Your partner will provide a download link to the installation file. After downloading the file to your computer, simply double-click the .msi file and follow the steps in the popup window. The installation takes only a few seconds. When complete, leave the check in the box and click the Finish button to launch Excel automatically.
Updating the Velixo add-in
Automatic updating is built into the product. Every time you start Excel, the add-in will check if a newer version is available and offer to download it.