Acumatica x Excel: How to Bridge the Gap
Автор: SWK Technologies, Inc.
Загружено: 2025-09-15
Просмотров: 28
Описание:
Discover how Velixo's Excel add-in creates a live, bidirectional connection between Acumatica and Excel! Watch Hamza from Velixo as he demonstrates how to build dynamic reports, automate data entry, and eliminate disconnected spreadsheet workflows.
🔔 Subscribe to our channel for more Acumatica tutorials and business software insights!
🕒 Webinar Timestamps:
0:00 - Introduction & Housekeeping
2:03 - What is Velixo? Company Overview
4:38 - The Manual Spreadsheet Problem
5:41 - Velixo Solution & Benefits
6:32 - Installation & Setup Demo
10:46 - Building a Trial Balance from Scratch
14:26 - Dynamic Reporting Features
17:15 - Financial Statement Templates
19:20 - Drill-Down Functionality Demo
20:57 - Report Distribution Features
21:54 - Generic Inquiry (GI) Formulas
25:11 - Write-Back Capabilities
27:00 - Free Trial Offer & Pricing
📢 Connect with Us!
Website: swktech.com
LinkedIn: linkedin.com/company/swk-technologies-inc-
Email: [email protected]
#Acumatica #Excel #Velixo #FinancialReporting #BusinessIntelligence #Accounting #DataIntegration #CloudERP #erpintegration
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