# Ideas & Feature Requests **URL:** https://community.velixo.com/c/ideas-feature-requests/7.md [Latest](https://community.velixo.com/latest.md) · [Categories](https://community.velixo.com/categories.md) · [Tags](https://community.velixo.com/tags.md) --- ## [EXPANDACCOUNTGROUPRANGE filter by type](https://community.velixo.com/t/expandaccountgrouprange-filter-by-type/154)
**Author:** [@Dean\_hess](https://community.velixo.com/u/Dean_hess)\ **Replies:** 2\ **Last updated:** [September 14, 2026, 6:22pm UTC](https://community.velixo.com/t/expandaccountgrouprange-filter-by-type/154 "2026-09-14T18:22:18Z")
The EXPANDACCOUNTGROUPRANGE function is useless for us. There is no way to filter by Asset, Liability, Income and Expense unless we change our account group codes. Could that be updated in the future to allow us to filte… --- ## [Query Workflow Statuses](https://community.velixo.com/t/query-workflow-statuses/149)
**Author:** [@Ben\_Perry](https://community.velixo.com/u/Ben_Perry)\ **Replies:** 2\ **Last updated:** [August 11, 2026, 2:17am UTC](https://community.velixo.com/t/query-workflow-statuses/149 "2026-08-11T02:17:16Z")
I’m working on a custom Sage Intacct application/object via Platform Services and I have the Workflow attribute enabled: Objects with the Workflow attribute can be routed through workflows defined by a set of workflow p… --- ## [Partner & Integrate with PointClicCare](https://community.velixo.com/t/partner-integrate-with-pointcliccare/141)
**Author:** [@Patrick\_Young](https://community.velixo.com/u/Patrick_Young)\ **Replies:** 1\ **Last updated:** [May 13, 2026, 1:46am UTC](https://community.velixo.com/t/partner-integrate-with-pointcliccare/141 "2026-05-13T01:46:17Z")
Point Click Care is limited in its Excel capabilities and they are not very interested in improving that aspect. So, it would be great if we could pull the census, revenue, and A/R data together in one place combined wit… --- ## [Optional input for missing values](https://community.velixo.com/t/optional-input-for-missing-values/136)
**Author:** [@Chauncey\_Beggs](https://community.velixo.com/u/Chauncey_Beggs)\ **Replies:** 2\ **Last updated:** [May 11, 2026, 11:20pm UTC](https://community.velixo.com/t/optional-input-for-missing-values/136 "2026-05-11T23:20:20Z")
It would be great if you could add an optional input for account value functions (e.g., BC.CLOSINGBALANCE) to specify what to return if a value is missing, such as return 0 rather than an error. This would function the s… --- ## [Currency account details for end balance and turnover functions](https://community.velixo.com/t/currency-account-details-for-end-balance-and-turnover-functions/130)
**Author:** [@Sue\_MacKeown](https://community.velixo.com/u/Sue_MacKeown)\ **Replies:** 6\ **Last updated:** [April 9, 2026, 6:23am UTC](https://community.velixo.com/t/currency-account-details-for-end-balance-and-turnover-functions/130 "2026-04-09T06:23:16Z")
It would be useful to have the option of selecting the currency details for accounts when using the ACCOUNTENDINGBALANCE function in Velixo. --- ## [Add support for additional reporting currency in Business Central ](https://community.velixo.com/t/add-support-for-additional-reporting-currency-in-business-central/126)
**Author:** [@Chauncey\_Beggs](https://community.velixo.com/u/Chauncey_Beggs)\ **Replies:** 2\ **Last updated:** [January 20, 2026, 11:45pm UTC](https://community.velixo.com/t/add-support-for-additional-reporting-currency-in-business-central/126 "2026-01-20T23:45:21Z")
(Posting here because there’s no Business Central forum yet.) Business Central (BC) allows users to create an “Additional Reporting Currency”. This effectively acts as a duplicate general ledger for all transactions in … --- ## [Facility to handle multiple Connections in similar manner to multiple branches](https://community.velixo.com/t/facility-to-handle-multiple-connections-in-similar-manner-to-multiple-branches/39)
**Author:** [@Jeffrey\_Patch](https://community.velixo.com/u/Jeffrey_Patch)\ **Replies:** 4\ **Last updated:** [December 8, 2025, 1:34am UTC](https://community.velixo.com/t/facility-to-handle-multiple-connections-in-similar-manner-to-multiple-branches/39 "2025-12-08T01:34:03Z")
In the same manner as you handle multiple branches it would be handy to handle multiple Connections. In multi-tenant scenarios, company go to great lengths to ensure the same chart of accounts, same subaccounts, same fi… --- ## [Business Central Connections Need Improvement](https://community.velixo.com/t/business-central-connections-need-improvement/125)
**Author:** [@Chauncey\_Beggs](https://community.velixo.com/u/Chauncey_Beggs)\ **Replies:** 1\ **Last updated:** [November 25, 2025, 2:31pm UTC](https://community.velixo.com/t/business-central-connections-need-improvement/125 "2025-11-25T14:31:10Z")
(Posting here because there’s no Business Central forum yet.) I’m testing Velixo for Business Central (BC) and my hope quickly faded when I saw how connections are handled. There are two key issues: Users are forced t… --- ## [Fixed Asset templates](https://community.velixo.com/t/fixed-asset-templates/123)
**Author:** [@Tony\_McCormick](https://community.velixo.com/u/Tony_McCormick)\ **Replies:** 2\ **Last updated:** [October 17, 2025, 10:50pm UTC](https://community.velixo.com/t/fixed-asset-templates/123 "2025-10-17T22:50:32Z")
Would be great to see some templates for standard Fixed Asset Roll forwards, In-house constructed assets from Projects, and other FA module specific templates. --- ## [SI.TURNOVER Location Group?](https://community.velixo.com/t/si-turnover-location-group/119)
**Author:** [@Ben\_Perry](https://community.velixo.com/u/Ben_Perry)\ **Replies:** 3\ **Last updated:** [September 9, 2025, 1:34pm UTC](https://community.velixo.com/t/si-turnover-location-group/119 "2025-09-09T13:34:55Z")
Howdy, Feature request here. It would be great to specify a location group in the LocationId parameter of the SI.TURNOVER function. Currently we can specify multiple comma separated entities/locations, so using a loca… --- ## [Dynamically moving totals when using list functions/formulas that create spills/arrays](https://community.velixo.com/t/dynamically-moving-totals-when-using-list-functions-formulas-that-create-spills-arrays/99)
**Author:** [@Michael\_Weaver\_CPA](https://community.velixo.com/u/Michael_Weaver_CPA)\ **Replies:** 1\ **Last updated:** [May 1, 2025, 6:01am UTC](https://community.velixo.com/t/dynamically-moving-totals-when-using-list-functions-formulas-that-create-spills-arrays/99 "2025-05-01T06:01:05Z")
When using some of the list functions and associated GL functions, it would be helpful if there was an option to include totals at the bottom of the array that dynamically adjusts as it grows or shrinks. As a simple exam… --- ## [SI.EXPANDACCOUNTSINGROUP return child account groupings by account group](https://community.velixo.com/t/si-expandaccountsingroup-return-child-account-groupings-by-account-group/58)
**Author:** [@Tom\_Roberts](https://community.velixo.com/u/Tom_Roberts)\ **Replies:** 4\ **Last updated:** [April 1, 2025, 12:23am UTC](https://community.velixo.com/t/si-expandaccountsingroup-return-child-account-groupings-by-account-group/58 "2025-04-01T00:23:51Z")
We have a number of nested account groups it would be useful to have SI.EXPANDACCOUNTSINGROUP or a similar function return an array which shows the nested names and account numbers. Example: Lets say we have an account… --- ## [Function that will mirror the Dimension Balances Report](https://community.velixo.com/t/function-that-will-mirror-the-dimension-balances-report/68)
**Author:** [@Patrick\_Young](https://community.velixo.com/u/Patrick_Young)\ **Replies:** 14\ **Last updated:** [March 19, 2025, 6:04pm UTC](https://community.velixo.com/t/function-that-will-mirror-the-dimension-balances-report/68 "2025-03-19T18:04:21Z")
Auditors are typically resistant to the consolidated trial balance and still want to see a breakdown by account number, department, and location. So, we use the dimension balances report to satisfy that request. It woul… --- ## [Auto-close side panel after Refresh](https://community.velixo.com/t/auto-close-side-panel-after-refresh/52)
**Author:** [@Amir\_Friedman](https://community.velixo.com/u/Amir_Friedman)\ **Replies:** 3\ **Last updated:** [March 18, 2025, 5:16pm UTC](https://community.velixo.com/t/auto-close-side-panel-after-refresh/52 "2025-03-18T17:16:32Z")
Whenever a refresh is started, the NX Status side panel pops out and displays the count-down of functions to be calculated. It would be nice to have an option to auto-close the side panel when the refresh is completed. … --- ## [Distribute List to Create an Option to Distribute to a new tab](https://community.velixo.com/t/distribute-list-to-create-an-option-to-distribute-to-a-new-tab/61)
**Author:** [@Maximilian\_Dyer](https://community.velixo.com/u/Maximilian_Dyer)\ **Replies:** 2\ **Last updated:** [March 11, 2025, 11:51pm UTC](https://community.velixo.com/t/distribute-list-to-create-an-option-to-distribute-to-a-new-tab/61 "2025-03-11T23:51:55Z")
Hello - we have an “enhancement” request for a feature that we think could be very useful. It would be great, if one of the methods of distribution from the Distribution List, was to create a new tab in the workbook, wit… --- ## [Ability to customize Drilldown sheets](https://community.velixo.com/t/ability-to-customize-drilldown-sheets/88)
**Author:** [@Damien](https://community.velixo.com/u/Damien)\ **Replies:** 0\ **Last updated:** [February 26, 2025, 7:36am UTC](https://community.velixo.com/t/ability-to-customize-drilldown-sheets/88 "2025-02-26T07:36:35Z")
Creating on behalf of John B. I would like to see a column to the right of column C that essentially says “Offset.” Then in the row for Meals and Entertainment in that example, the Offset column would show “Credit Card … --- ## [Toolbar button that will allow you to turn on and off the Velixo formulas](https://community.velixo.com/t/toolbar-button-that-will-allow-you-to-turn-on-and-off-the-velixo-formulas/75)
**Author:** [@Patrick\_Young](https://community.velixo.com/u/Patrick_Young)\ **Replies:** 7\ **Last updated:** [February 14, 2025, 7:16pm UTC](https://community.velixo.com/t/toolbar-button-that-will-allow-you-to-turn-on-and-off-the-velixo-formulas/75 "2025-02-14T19:16:04Z")
Toolbar button that will allow you to turn on and off the Velixo formulas This idea had 1 vote on the previous Velixo community. --- ## [Date Functions - MTD, QTD, YTD](https://community.velixo.com/t/date-functions-mtd-qtd-ytd/76)
**Author:** [@Patrick\_Young](https://community.velixo.com/u/Patrick_Young)\ **Replies:** 3\ **Last updated:** [September 25, 2024, 3:37am UTC](https://community.velixo.com/t/date-functions-mtd-qtd-ytd/76 "2024-09-25T03:37:47Z")
Hello, I am aware of the “start date” and “end date” arguments for the various Velixo functions, but have you guys given any thought to introducing a turnover function where you only need to provide the end date and the… --- ## [Add Budget Notes to Writeback](https://community.velixo.com/t/add-budget-notes-to-writeback/67)
**Author:** [@Lisa\_Curl](https://community.velixo.com/u/Lisa_Curl)\ **Replies:** 2\ **Last updated:** [July 25, 2024, 1:43pm UTC](https://community.velixo.com/t/add-budget-notes-to-writeback/67 "2024-07-25T13:43:42Z")
Budget writeback is fantastic. Add the ‘Note’ field as option with the writeback. --- ## [Full Refresh for current sheet only option](https://community.velixo.com/t/full-refresh-for-current-sheet-only-option/57)
**Author:** [@Tom\_Roberts](https://community.velixo.com/u/Tom_Roberts)\ **Replies:** 3\ **Last updated:** [July 4, 2024, 12:21am UTC](https://community.velixo.com/t/full-refresh-for-current-sheet-only-option/57 "2024-07-04T00:21:31Z")
It would be extremely helpful to have an option to refresh a single sheet at a time. While building a complex multi sheet workbook doing a full refresh or even a smart refresh while building out new reports is time-consu… --- ## [Ability to restrict Drill down by account type or quickstart category](https://community.velixo.com/t/ability-to-restrict-drill-down-by-account-type-or-quickstart-category/59)
**Author:** [@Tom\_Roberts](https://community.velixo.com/u/Tom_Roberts)\ **Replies:** 1\ **Last updated:** [May 22, 2024, 2:37am UTC](https://community.velixo.com/t/ability-to-restrict-drill-down-by-account-type-or-quickstart-category/59 "2024-05-22T02:37:15Z")
We have budget owners who should be able to see total wages and benefits but who should not be able to drill into the accounts related to wages and benefits. A way to restrict drill down by account , account category, … --- ## [Facility to hyperlink based on results of Generic Inquiry functions and Writebacks](https://community.velixo.com/t/facility-to-hyperlink-based-on-results-of-generic-inquiry-functions-and-writebacks/53)
**Author:** [@Jeffrey\_Patch](https://community.velixo.com/u/Jeffrey_Patch)\ **Replies:** 1\ **Last updated:** [April 2, 2024, 1:24am UTC](https://community.velixo.com/t/facility-to-hyperlink-based-on-results-of-generic-inquiry-functions-and-writebacks/53 "2024-04-02T01:24:33Z")
It would good if we had a Velixo Function that gave us the url path for the current connection e.g: //https://Acumatica Site//Main?CompanyID=Acumatica Tenant&ScreenID= Then on the Velixo spreadsheet, we could just add … --- ## [Customer Sales Details](https://community.velixo.com/t/customer-sales-details/47)
**Author:** [@Patrick\_Colgan](https://community.velixo.com/u/Patrick_Colgan)\ **Replies:** 4\ **Last updated:** [March 7, 2024, 2:41pm UTC](https://community.velixo.com/t/customer-sales-details/47 "2024-03-07T14:41:58Z")
Does anyone have a gi that can leverage the sales since details to output customer sales details for a period of time? Thanks, Patrick --- ## [Distribution List - Ability to Export File as a CSV](https://community.velixo.com/t/distribution-list-ability-to-export-file-as-a-csv/41)
**Author:** [@Aaron\_Franklin](https://community.velixo.com/u/Aaron_Franklin)\ **Replies:** 2\ **Last updated:** [March 7, 2024, 2:21am UTC](https://community.velixo.com/t/distribution-list-ability-to-export-file-as-a-csv/41 "2024-03-07T02:21:06Z")
It would be very help to be able to use the distribution list feature to distribute a file as a CSV rather than Excel or PDF. This idea had 1 vote on the previous Velixo community. --- ## [Single Sign-on support](https://community.velixo.com/t/single-sign-on-support/44)
**Author:** [@Damien](https://community.velixo.com/u/Damien)\ **Replies:** 3\ **Last updated:** [February 8, 2024, 11:36pm UTC](https://community.velixo.com/t/single-sign-on-support/44 "2024-02-08T23:36:31Z")
Ability to use the same Single sign on as configured in Sage Intacct for extra security/governance and ease of use. This idea had 1 vote on the previous Velixo community. --- ## [Productized Financial templates](https://community.velixo.com/t/productized-financial-templates/17)
**Author:** [@Damien](https://community.velixo.com/u/Damien)\ **Replies:** 1\ **Last updated:** [January 25, 2024, 5:25am UTC](https://community.velixo.com/t/productized-financial-templates/17 "2024-01-25T05:25:37Z")
I would like Velixo to support a range of standard Financial templates that I can customize to speed up my implementations or report creations. Specifically, I am interested in the following: Cash flow forecast AR, AP… --- ## [Productized Financial templates](https://community.velixo.com/t/productized-financial-templates/18)
**Author:** [@Damien](https://community.velixo.com/u/Damien)\ **Replies:** 1\ **Last updated:** [January 25, 2024, 5:24am UTC](https://community.velixo.com/t/productized-financial-templates/18 "2024-01-25T05:24:10Z")
I would like Velixo to support a range of standard Financial templates that I can customize to speed up my implementations or report creations. Specifically, I am interested in the following: Cash flow forecast AR, AP… --- ## [Aggregations in Query functions](https://community.velixo.com/t/aggregations-in-query-functions/45)
**Author:** [@Damien](https://community.velixo.com/u/Damien)\ **Replies:** 1\ **Last updated:** [January 15, 2024, 11:23pm UTC](https://community.velixo.com/t/aggregations-in-query-functions/45 "2024-01-15T23:23:30Z")
Ability to Sum, Average amounts, and use other Sage Intacct-supported aggregate functions in SI.QUERY to be able to create summarized and smaller Query outputs. This idea had 1 vote on the previous Velixo community. --- ## [Intacct - option to return Credit and Debit in addition to turn over?](https://community.velixo.com/t/intacct-option-to-return-credit-and-debit-in-addition-to-turn-over/36)
**Author:** [@Tom\_Roberts](https://community.velixo.com/u/Tom_Roberts)\ **Replies:** 3\ **Last updated:** [January 2, 2024, 7:15am UTC](https://community.velixo.com/t/intacct-option-to-return-credit-and-debit-in-addition-to-turn-over/36 "2024-01-02T07:15:56Z")
It would be helpful to have ability to pull credit and debits from Intacct instead of only Turnover. A turnover can hide large movements as long as they tie out. This idea had 2 votes on the previous Velixo community. --- ## [delete hidden rows during distribution](https://community.velixo.com/t/delete-hidden-rows-during-distribution/35)
**Author:** [@Kirill\_Boyko](https://community.velixo.com/u/Kirill_Boyko)\ **Replies:** 1\ **Last updated:** [December 4, 2023, 7:40pm UTC](https://community.velixo.com/t/delete-hidden-rows-during-distribution/35 "2023-12-04T19:40:35Z")
I’m not certain if this feature has been implemented, but, if not, here it is: If the user elects to do a distribution to excel and selects “remove all formulas” or “remove Velixo formulas”, there should be an option to… [Next page](https://community.velixo.com/c/ideas-feature-requests/7.md?page=1)