# Knowledge Sharing **URL:** https://community.velixo.com/c/knowledge-sharing/8.md [Latest](https://community.velixo.com/latest.md) · [Categories](https://community.velixo.com/categories.md) · [Tags](https://community.velixo.com/tags.md) --- ## [Consultant for Reporting and Analysis](https://community.velixo.com/t/consultant-for-reporting-and-analysis/135)
**Author:** [@Scullen](https://community.velixo.com/u/Scullen)\ **Replies:** 1\ **Last updated:** [February 10, 2026, 6:54pm UTC](https://community.velixo.com/t/consultant-for-reporting-and-analysis/135 "2026-02-10T18:54:02Z")
Looking for a Velixo expert on building reports to be used for analysis purposes. --- ## [Purchasing Table](https://community.velixo.com/t/purchasing-table/131)
**Author:** [@Kent](https://community.velixo.com/u/Kent)\ **Replies:** 1\ **Last updated:** [January 6, 2026, 7:30pm UTC](https://community.velixo.com/t/purchasing-table/131 "2026-01-06T19:30:42Z")
I have the professional version of Velixo, I cannot seem to access the purchasing detail. --- ## [Custom Field in Asset/Class](https://community.velixo.com/t/custom-field-in-asset-class/116)
**Author:** [@Gsnyder](https://community.velixo.com/u/Gsnyder)\ **Replies:** 3\ **Last updated:** [September 3, 2025, 9:09pm UTC](https://community.velixo.com/t/custom-field-in-asset-class/116 "2025-09-03T21:09:33Z")
has anyone ever dealt with this? we have created Custom Fields in our Asset/Class dimension. Is there a formula to pull those to excel for each Asset/Class ID? --- ## [Multiple accounts referenced](https://community.velixo.com/t/multiple-accounts-referenced/114)
**Author:** [@Nathaniel\_Travis](https://community.velixo.com/u/Nathaniel_Travis)\ **Replies:** 3\ **Last updated:** [August 19, 2025, 4:05pm UTC](https://community.velixo.com/t/multiple-accounts-referenced/114 "2025-08-19T16:05:17Z")
A recent Velixo update has broken some of my reports. I would use account turnover and where I reference the \[Account\] I would point at a cell for example A123, and in A123 I would reference the cells to be used in the … --- ## [Generic Inquiry to Pull in Individual Lines of a Journal Transaction Based Off of "Description"](https://community.velixo.com/t/generic-inquiry-to-pull-in-individual-lines-of-a-journal-transaction-based-off-of-description/103)
**Author:** [@Maximilian\_Dyer](https://community.velixo.com/u/Maximilian_Dyer)\ **Replies:** 2\ **Last updated:** [May 16, 2025, 11:29pm UTC](https://community.velixo.com/t/generic-inquiry-to-pull-in-individual-lines-of-a-journal-transaction-based-off-of-description/103 "2025-05-16T23:29:16Z")
Hello - I am playing around with Generic Inquiries in Velixo, attempting to pull in amounts based off of the “Description” of the line item in a Journal Transaction. We have several balances being coded to the same acco… --- ## [ToTable function and table not refreshing](https://community.velixo.com/t/totable-function-and-table-not-refreshing/95)
**Author:** [@Mari\_Liis\_Brough2](https://community.velixo.com/u/Mari_Liis_Brough2)\ **Replies:** 4\ **Last updated:** [April 24, 2025, 8:35pm UTC](https://community.velixo.com/t/totable-function-and-table-not-refreshing/95 "2025-04-24T20:35:14Z")
Hi! I am playing withthe ToTablefunction, and I am a bit stuck. I have a GI listing transaction (GL Transaction listing).My formula is simple: TOTABLE(AR10#,TRUE,B10) AR10 has a formula =GI(…GIFILTER…) The table is c… --- ## [Velixo Training For Project Dimension Data](https://community.velixo.com/t/velixo-training-for-project-dimension-data/97)
**Author:** [@Bdemasellis](https://community.velixo.com/u/Bdemasellis)\ **Replies:** 1\ **Last updated:** [April 22, 2025, 2:03pm UTC](https://community.velixo.com/t/velixo-training-for-project-dimension-data/97 "2025-04-22T14:03:50Z")
Does anyone have any good documentation or training on how they access the project dimension data in Sage Intacct so that I can build a WIP report with Velixo including overhead allocations? --- ## [Financial period 'mm-yyyy' does not exist in the company](https://community.velixo.com/t/financial-period-mm-yyyy-does-not-exist-in-the-company/94)
**Author:** [@Steve\_Gagne](https://community.velixo.com/u/Steve_Gagne)\ **Replies:** 6\ **Last updated:** [April 3, 2025, 1:10pm UTC](https://community.velixo.com/t/financial-period-mm-yyyy-does-not-exist-in-the-company/94 "2025-04-03T13:10:48Z")
Can anyone assist with this error? I receive the error “Error! Financial period ‘mm-yyyy’ does not exist in the company ‘COMPANY’” with the ACCOUNTENDINGBALANCE formula. I have ten companies in the same file and this e… --- ## [GI() in Excel says GI not found. ](https://community.velixo.com/t/gi-in-excel-says-gi-not-found/85)
**Author:** [@James\_Sparks](https://community.velixo.com/u/James_Sparks)\ **Replies:** 2\ **Last updated:** [January 17, 2025, 10:51pm UTC](https://community.velixo.com/t/gi-in-excel-says-gi-not-found/85 "2025-01-17T22:51:56Z")
I have created a GI in Acumatica and Exposed it to Odata, but when I use Excel function GI(), it says the GI is not found --- ## [Excel Static Copy](https://community.velixo.com/t/excel-static-copy/80)
**Author:** [@Godfrey\_vandeleur](https://community.velixo.com/u/Godfrey_vandeleur)\ **Replies:** 4\ **Last updated:** [November 15, 2024, 12:23am UTC](https://community.velixo.com/t/excel-static-copy/80 "2024-11-15T00:23:20Z")
Hello, New user here. Is there a way to create an excel static copy where formulas do not break for other users of the report? --- ## [Optional parameters](https://community.velixo.com/t/optional-parameters/30)
**Author:** [@Damien](https://community.velixo.com/u/Damien)\ **Replies:** 1\ **Last updated:** [November 14, 2024, 6:27am UTC](https://community.velixo.com/t/optional-parameters/30 "2024-11-14T06:27:54Z")
Hi there. I thought I’d share this one here. It is something that may be obvious to most users as it is a core concept of Velixo functions, but since it was confusing to someone we had a call with, it’s worth documenting… --- ## [Global accounting export](https://community.velixo.com/t/global-accounting-export/55)
**Author:** [@Bertrand\_Bommelaer](https://community.velixo.com/u/Bertrand_Bommelaer)\ **Replies:** 8\ **Last updated:** [April 17, 2024, 8:01am UTC](https://community.velixo.com/t/global-accounting-export/55 "2024-04-17T08:01:10Z")
Hello, I would like to export a general ledger for all my entities in once. Would it be possible to do me a proposal of formula or a way to do that (with Gi function maybe) ? Thanks a lot. Bertrand --- ## [Unit Sets and ACCOUNTTURNOVER](https://community.velixo.com/t/unit-sets-and-accountturnover/49)
**Author:** [@Nurul\_Tajularus](https://community.velixo.com/u/Nurul_Tajularus)\ **Replies:** 0\ **Last updated:** [February 20, 2024, 11:33pm UTC](https://community.velixo.com/t/unit-sets-and-accountturnover/49 "2024-02-20T23:33:22Z")
Can I use Unit Sets in MYOB in a Velixo report ? --- ## [GL by Project GI](https://community.velixo.com/t/gl-by-project-gi/38)
**Author:** [@Nathaniel\_Travis](https://community.velixo.com/u/Nathaniel_Travis)\ **Replies:** 8\ **Last updated:** [January 18, 2024, 5:12pm UTC](https://community.velixo.com/t/gl-by-project-gi/38 "2024-01-18T17:12:08Z")
First thanks for the answers to previous questions. I want to look at our revenue on the GL, and pivot it by project, but I don’t know how to achieve that with a general inquiry. Still quite new to velixo. --- ## [What happens when the segments in the subaccounts have "-" as part of the segments](https://community.velixo.com/t/what-happens-when-the-segments-in-the-subaccounts-have-as-part-of-the-segments/28)
**Author:** [@Jeffrey\_Patch](https://community.velixo.com/u/Jeffrey_Patch)\ **Replies:** 2\ **Last updated:** [October 6, 2023, 5:18pm UTC](https://community.velixo.com/t/what-happens-when-the-segments-in-the-subaccounts-have-as-part-of-the-segments/28 "2023-10-06T17:18:11Z")
I had a client where the subaccounts consisted of multiple segments. But in one of the segments, they had values that included “-”. e.g. Subaccount structure was aaa-bbb-ccccccc, but some of the ccccccc segment value…