# Q&A **URL:** https://community.velixo.com/c/q-a/6.md [Latest](https://community.velixo.com/latest.md) · [Categories](https://community.velixo.com/categories.md) · [Tags](https://community.velixo.com/tags.md) --- ## [4 hours to Unfreeze, Refresh, and Freeze](https://community.velixo.com/t/4-hours-to-unfreeze-refresh-and-freeze/166)
**Author:** [@restyjm](https://community.velixo.com/u/restyjm)\ **Replies:** 3\ **Last updated:** [October 15, 2026, 7:32pm UTC](https://community.velixo.com/t/4-hours-to-unfreeze-refresh-and-freeze/166 "2026-10-15T19:32:20Z")
Please help to fix the file to make them run smoothly. --- ## [Time out error using GI Velixo](https://community.velixo.com/t/time-out-error-using-gi-velixo/165)
**Author:** [@Andres\_Hernandez](https://community.velixo.com/u/Andres_Hernandez)\ **Replies:** 1\ **Last updated:** [October 15, 2026, 7:09pm UTC](https://community.velixo.com/t/time-out-error-using-gi-velixo/165 "2026-10-15T19:09:59Z")
We have a client with quiet a lot of information, when we are using the GI formula in Velixo, we are getting the following error. If I run the GI directly on MYOB, it takes a little bit of time but I get the results but … --- ## [Budget Writeback errors](https://community.velixo.com/t/budget-writeback-errors/156)
**Author:** [@Dcarey](https://community.velixo.com/u/Dcarey)\ **Replies:** 3\ **Last updated:** [September 23, 2026, 10:09pm UTC](https://community.velixo.com/t/budget-writeback-errors/156 "2026-09-23T22:09:27Z")
We are performing a budget writeback function each month to update an existing “budget” with actual+forecast for the remainder of the year. We discovered that during the writeback, some line items were added without a b… --- ## [Payments by Vendor (not account) by period (not AP balance)](https://community.velixo.com/t/payments-by-vendor-not-account-by-period-not-ap-balance/155)
**Author:** [@Matthew\_jackson](https://community.velixo.com/u/Matthew_jackson)\ **Replies:** 2\ **Last updated:** [September 21, 2026, 2:11am UTC](https://community.velixo.com/t/payments-by-vendor-not-account-by-period-not-ap-balance/155 "2026-09-21T02:11:35Z")
I want to be able to summarise payments by vendor for a period. I can find a report for AP balance at a date, and another report that lists all vendors ever used (without values). I have looked in teh templates and on … --- ## [13 week cash projection](https://community.velixo.com/t/13-week-cash-projection/153)
**Author:** [@Andy\_smyth](https://community.velixo.com/u/Andy_smyth)\ **Replies:** 1\ **Last updated:** [September 3, 2026, 6:43pm UTC](https://community.velixo.com/t/13-week-cash-projection/153 "2026-09-03T18:43:25Z")
Has anyone got experience of building a cash projection report using Velixo, where this pulls live Sage Intacct data in terms of income streams (OTC), expenditure (PTP), Bank balances and refreshes this using Sage? if y… --- ## [Using statistical Data from Dynamics 365 Business central](https://community.velixo.com/t/using-statistical-data-from-dynamics-365-business-central/151)
**Author:** [@David\_beeston](https://community.velixo.com/u/David_beeston)\ **Replies:** 2\ **Last updated:** [August 19, 2026, 11:14pm UTC](https://community.velixo.com/t/using-statistical-data-from-dynamics-365-business-central/151 "2026-08-19T23:14:50Z")
I have used velixo with sage before and it was very easy to get statistical data into my excel reports. I am now using Business central and cant find a way to access the “ststistical accounts”. Not sure if anyone can h… --- ## [User-defined Books for Writeback](https://community.velixo.com/t/user-defined-books-for-writeback/147)
**Author:** [@Achaleff](https://community.velixo.com/u/Achaleff)\ **Replies:** 4\ **Last updated:** [June 18, 2026, 9:16am UTC](https://community.velixo.com/t/user-defined-books-for-writeback/147 "2026-06-18T09:16:50Z")
Hi, some of my team members are required to post to user-defined books for their entries, rather than the standard accrual books. Is there any way to formulate the writeback function to post to a specific book? Thanks, … --- ## [How do you reference the values in a specific column when the array brings back multiple columns ](https://community.velixo.com/t/how-do-you-reference-the-values-in-a-specific-column-when-the-array-brings-back-multiple-columns/145)
**Author:** [@Dianah](https://community.velixo.com/u/Dianah)\ **Replies:** 2\ **Last updated:** [May 20, 2026, 7:48pm UTC](https://community.velixo.com/t/how-do-you-reference-the-values-in-a-specific-column-when-the-array-brings-back-multiple-columns/145 "2026-05-20T19:48:29Z")
I want to use the Accountandsubaccountwithhistory formula to bring back the list of Account/subaccount combinations that have been used in the system. Then I want to use the Accountendingbalance formula and need to refe… --- ## [Journal Writeback Should Post](https://community.velixo.com/t/journal-writeback-should-post/144)
**Author:** [@Leah\_fien](https://community.velixo.com/u/Leah_fien)\ **Replies:** 1\ **Last updated:** [May 13, 2026, 1:30am UTC](https://community.velixo.com/t/journal-writeback-should-post/144 "2026-05-13T01:30:20Z")
i’m building out some journal writeback templates for Sage intact and for the Should Post I have TRUE. But I’m getting an error message that it can’t post because we have approvals turned on in Sage, and I’m not an appr… --- ## [Custom Fields](https://community.velixo.com/t/custom-fields/142)
**Author:** [@Ojan\_rohani](https://community.velixo.com/u/Ojan_rohani)\ **Replies:** 0\ **Last updated:** [May 7, 2026, 5:38pm UTC](https://community.velixo.com/t/custom-fields/142 "2026-05-07T17:38:38Z")
Is there a way of pulling custom fields on objects? --- ## [Project List Base on Branch](https://community.velixo.com/t/project-list-base-on-branch/138)
**Author:** [@Dean\_hess](https://community.velixo.com/u/Dean_hess)\ **Replies:** 4\ **Last updated:** [February 26, 2026, 4:26pm UTC](https://community.velixo.com/t/project-list-base-on-branch/138 "2026-02-26T16:26:28Z")
I need to pull a list of projects, but filter based on Branch. Is there a way to do that using EXPANDACCOUNTRANGE ? =EXPANDPROJECTRANGE(Connection,A1,FALSE) Or is there a better way to do that? --- ## [Writeback- Acumatica](https://community.velixo.com/t/writeback-acumatica/137)
**Author:** [@Urvi\_shah](https://community.velixo.com/u/Urvi_shah)\ **Replies:** 2\ **Last updated:** [February 23, 2026, 11:34pm UTC](https://community.velixo.com/t/writeback-acumatica/137 "2026-02-23T23:34:54Z")
Hi, I am new to use Writeback function. For the first time, I used Journal transaction writeback and I get below error message. My guess is two step authentication is causing a problem. Is there anyway to resolve this i… --- ## [Can't query Consolidated Books anymore](https://community.velixo.com/t/cant-query-consolidated-books-anymore/134)
**Author:** [@Xavier\_beaudin](https://community.velixo.com/u/Xavier_beaudin)\ **Replies:** 6\ **Last updated:** [January 26, 2026, 5:56pm UTC](https://community.velixo.com/t/cant-query-consolidated-books-anymore/134 "2026-01-26T17:56:48Z")
Hello, I use Velixo with the Sage Intacct integration. Every quarter I have a process where I update a revenue per client spreadsheet. In order to do that, I pull from my consolidated books for all my entities (Locations… --- ## [Active Projects in Acumatica](https://community.velixo.com/t/active-projects-in-acumatica/133)
**Author:** [@Michelle\_shepherd](https://community.velixo.com/u/Michelle_shepherd)\ **Replies:** 2\ **Last updated:** [January 19, 2026, 3:59pm UTC](https://community.velixo.com/t/active-projects-in-acumatica/133 "2026-01-19T15:59:14Z")
I’m relatively new to building Velixo reports and trying to build a basic project report but can’t find a formula which pulls out all projects with the status “Active”. Is this possible in Velixo? I then want to use this… --- ## [Distribution List Error](https://community.velixo.com/t/distribution-list-error/132)
**Author:** [@Khansen](https://community.velixo.com/u/Khansen)\ **Replies:** 3\ **Last updated:** [January 16, 2026, 7:52pm UTC](https://community.velixo.com/t/distribution-list-error/132 "2026-01-16T19:52:17Z")
Hi - using the standard distribution list template, not adding any other columns. Want it to save a tab, removing the Velixo formulas and distribute by creating a draft email. It saves the file in the folder I specify, … --- ## [SI.WRITEBACK - help needed!](https://community.velixo.com/t/si-writeback-help-needed/129)
**Author:** [@Khansen](https://community.velixo.com/u/Khansen)\ **Replies:** 8\ **Last updated:** [December 15, 2025, 3:57pm UTC](https://community.velixo.com/t/si-writeback-help-needed/129 "2025-12-15T15:57:07Z")
Hi - Trying to use the SI.WRITEBACK formula to load monthly headcount data into a statistical account. Having all sorts of problems figuring out the right inputs for the formula based on our setup. Does anyone have a … --- ## [Custom Aggregation Column Name](https://community.velixo.com/t/custom-aggregation-column-name/128)
**Author:** [@Ben\_Perry](https://community.velixo.com/u/Ben_Perry)\ **Replies:** 3\ **Last updated:** [December 15, 2025, 4:52am UTC](https://community.velixo.com/t/custom-aggregation-column-name/128 "2025-12-15T04:52:39Z")
Howdy, I’d love to be able to specify a custom column name when using Aggregate functions. I’m using TOTABLE with SI.QUERY and when referencing a column in the table it’s something like this: MyNamedTable\[SUM(AMOUNT)\]… --- ## [Description/Memo in SI.Query](https://community.velixo.com/t/description-memo-in-si-query/124)
**Author:** [@Terry\_holt](https://community.velixo.com/u/Terry_holt)\ **Replies:** 6\ **Last updated:** [December 8, 2025, 12:47am UTC](https://community.velixo.com/t/description-memo-in-si-query/124 "2025-12-08T00:47:27Z")
When using “DESCRIPTION” as one of the column outputs in the \[Select\] argument of the SI.Query function, it seems to return the descriptions on journal entries only. Is there a way to include descriptions for other type… --- ## [Balance Sheet - Budget](https://community.velixo.com/t/balance-sheet-budget/122)
**Author:** [@Dcarey](https://community.velixo.com/u/Dcarey)\ **Replies:** 5\ **Last updated:** [November 24, 2025, 1:52pm UTC](https://community.velixo.com/t/balance-sheet-budget/122 "2025-11-24T13:52:12Z")
What is the best formula to use in order to pull budgeted balance sheet data from Intacct? --- ## [Getattachments ](https://community.velixo.com/t/getattachments/102)
**Author:** [@Ariann](https://community.velixo.com/u/Ariann)\ **Replies:** 5\ **Last updated:** [October 31, 2025, 7:45pm UTC](https://community.velixo.com/t/getattachments/102 "2025-10-31T19:45:48Z")
Hi, I’ve been trying to figure out the Velixo Formula for GETATTACHMENTS, but I keep having an error. I followed step by step the following guide, but I’m still not able to make it work : GETATTACHMENTS function : Velix… --- ## [XQUERY missing fields?](https://community.velixo.com/t/xquery-missing-fields/120)
**Author:** [@Ben\_Perry](https://community.velixo.com/u/Ben_Perry)\ **Replies:** 5\ **Last updated:** [September 24, 2025, 9:47pm UTC](https://community.velixo.com/t/xquery-missing-fields/120 "2025-09-24T21:47:00Z")
Howdy, I’m starting to look at using the SI.XQUERY function, but struggling to get the fields that I can access via SI.QUERY. In this particular case I’m looking at the PROJECT object which is now “projects/project” ac… --- ## [Distribution List Error](https://community.velixo.com/t/distribution-list-error/118)
**Author:** [@Sarah\_krick](https://community.velixo.com/u/Sarah_krick)\ **Replies:** 4\ **Last updated:** [September 5, 2025, 5:56pm UTC](https://community.velixo.com/t/distribution-list-error/118 "2025-09-05T17:56:23Z")
When trying to distribute reports, I get the following error: Exception from HRESULT: 0x800A03EC It will create the first report for distribution, but then errors out and no distribution occurs. --- ## [Multiple Currency Reporting ](https://community.velixo.com/t/multiple-currency-reporting/117)
**Author:** [@Gminossyan](https://community.velixo.com/u/Gminossyan)\ **Replies:** 1\ **Last updated:** [September 3, 2025, 7:29pm UTC](https://community.velixo.com/t/multiple-currency-reporting/117 "2025-09-03T19:29:39Z")
I am trying to put together a report that would display multiple currency amounts. We use Intacct Sage and in the journal entry we input Transaction Debit/Credit (USD) and Base Debit/Credit (CAD) as an example. Current… --- ## [Distribution List - Velixo Tools Download](https://community.velixo.com/t/distribution-list-velixo-tools-download/109)
**Author:** [@Nathan\_Gayeski](https://community.velixo.com/u/Nathan_Gayeski)\ **Replies:** 1\ **Last updated:** [July 16, 2025, 12:36am UTC](https://community.velixo.com/t/distribution-list-velixo-tools-download/109 "2025-07-16T00:36:23Z")
Hello, I downloaded and installed the Velixo Tools excel add-in to be able to use the distribution list. However, the options are still greyed out after install. I restarted, looked in Excel Add-Ins, Looked in COM Add-in… --- ## [GI Function Select statement](https://community.velixo.com/t/gi-function-select-statement/79)
**Author:** [@Retha\_van\_Alphen](https://community.velixo.com/u/Retha_van_Alphen)\ **Replies:** 3\ **Last updated:** [July 8, 2025, 12:04am UTC](https://community.velixo.com/t/gi-function-select-statement/79 "2025-07-08T00:04:45Z")
GI Function have the Select. =GI(Connection, Name, Filter, Select, IncludeHeader) This is the Comma-separated list of field names to be included in the resulting dataset. How can I return the values in the Select sta… --- ## [Journal Writeback - Doc Field](https://community.velixo.com/t/journal-writeback-doc-field/107)
**Author:** [@Terry\_holt](https://community.velixo.com/u/Terry_holt)\ **Replies:** 4\ **Last updated:** [July 3, 2025, 9:49am UTC](https://community.velixo.com/t/journal-writeback-doc-field/107 "2025-07-03T09:49:53Z")
Does the journal writeback function have a parameter that supports information in the Doc field on Intacct journal entries? --- ## [Journal Transaction Writeback Template](https://community.velixo.com/t/journal-transaction-writeback-template/100)
**Author:** [@Nathan\_Gayeski](https://community.velixo.com/u/Nathan_Gayeski)\ **Replies:** 9\ **Last updated:** [June 27, 2025, 2:41am UTC](https://community.velixo.com/t/journal-transaction-writeback-template/100 "2025-06-27T02:41:46Z")
Hello, In the Journal Transaction Writeback template, is it possible to include the allocation field? It so, is it easy to add other fields to the template? Thanks! --- ## [Against Commitment as Dimension](https://community.velixo.com/t/against-commitment-as-dimension/106)
**Author:** [@Arthur\_conover](https://community.velixo.com/u/Arthur_conover)\ **Replies:** 4\ **Last updated:** [June 16, 2025, 9:48pm UTC](https://community.velixo.com/t/against-commitment-as-dimension/106 "2025-06-16T21:48:01Z")
On the PCAPs, in the commitment section, I need to pull distributions that have “Yes” selected for “Against Commitment”. I’d like to do this within the turnover formula but haven’t figured out what to name the dimension,… --- ## [Universal Writeback](https://community.velixo.com/t/universal-writeback/105)
**Author:** [@Miranda\_Fujinaka](https://community.velixo.com/u/Miranda_Fujinaka)\ **Replies:** 3\ **Last updated:** [June 9, 2025, 2:47pm UTC](https://community.velixo.com/t/universal-writeback/105 "2025-06-09T14:47:46Z")
Is there a timeline on when Universal Writeback will be released besides ‘coming soon’? --- ## [Error! An item with the same key has already been added.](https://community.velixo.com/t/error-an-item-with-the-same-key-has-already-been-added/101)
**Author:** [@Sandra\_jorgensen](https://community.velixo.com/u/Sandra_jorgensen)\ **Replies:** 2\ **Last updated:** [May 1, 2025, 2:46am UTC](https://community.velixo.com/t/error-an-item-with-the-same-key-has-already-been-added/101 "2025-05-01T02:46:13Z")
Recent Upgrade by MYOB Acumatica and now we cannot get our Velixo reports to work Constant error message with financial periods. Have cleared Cache but still not working any suggestions why? Is it just us or everyone th… [Next page](https://community.velixo.com/c/q-a/6.md?page=1)