Velixo NX

By audience

Accounting & Finance

• Controllers build live WIP, over/under billing and project profitability reports in Excel straight from the ERP instead of exporting CSVs.
• Generate WIP adjustment journals across all active jobs and post them back to the ERP in one writeback.
• Assemble substantiated draw packets with AP bill backups for lender or owner draw requests.

Project Manager

• See current job costs, commitments and burn rate by cost code without logging into the ERP.
• Enter hours and amounts to complete in a cost-to-complete workbook and push revised forecasts back to the ERP.
• Distribute refreshed job reports to subcontractors and owners without waiting on finance.

Estimator

• Pull live takeoff quantities, items and labels into existing Excel estimating sheets and refresh when the takeoff changes.
• Keep custom unit-cost and markup columns in sync as new takeoff line items arrive, then write the finished estimate back to create a job.

Executive Leadership

• Get a single refreshed view of margin and forecasted profit across the whole project portfolio without waiting for finance to consolidate it.

By phase

Pre-Construction

• Estimators link takeoff data into Excel bid workbooks so proposals match current quantities, then hand the estimate over to create the job.

Construction

• Teams run weekly cost-to-complete forecasts, WIP and commitment reports against live ERP job-cost data.
• Monthly draw packets and WIP journals are produced and posted from Excel during the build.