Issue when trying to connect to MYOB Advanced from Velixo

Issue when trying to connect to MYOB Advanced from Velixo

Issue
When you are trying to connect to your instance using Velixo, you are receiving the screenshot below. This is often after an upgrade.


Reason
Each time a new version is release, Velixo adds additional Inquiries that are utilized for that particular. These help with the many useful functions Velixo uses. These are added automatically by the installer, when the user signs in for the first time, if they are not present.

Therefore, after a major release, you need to get a user with Full User Access to login via Velixo to your instance first, with the correct permissions to create the GI's. Once these are created and installed, all other users will be able to run their reports with any issues. We suggest completing this process using the PartnerSupport account so that there will not be any security related issues.
Resolution
  1. From a workstation, try and connect to the MYOB Advanced instance via Velixo using a PartnerSupport account
  2. You will then be shown a message that the new GI's are being created
  3. Try to login again via Velixo as a regular user
  4. The issue should be resolved.

    • Related Articles

    • Cannot Create Generic Inquiries Running MYOB Advanced 2020 R1 Update 3

      Applies to 2020 R1 Update 3 Error You are unable to create inquiries when you login to Velixo. You have just upgraded to MYOB Advanced version 2020 R1 Update 3 and are a user with Full Admin API Access. Resolution This issue has been resolved in the ...
    • Minimum Role Requirements for using Velixo Reports

      Overview At the most basic level, Velixo is governed by the same access rights as MYOB Advanced.  So if you want to control access to various Velixo features, you can do so by controlling access to the screens used for those elements in MYOB ...
    • Error: An error occurred during configuration of inquiry

      Symptom When defining a connection to an MYOB Advanced tenant, the user is presented with a message about one or more inquiries not being set up and asking if the user would like to create them: After clicking Yes, the user is presented in an error ...
    • Velixo login Issues

      Issue: You are trying to login to Velixo but you are getting an Authentication issue. Velixo uses the standard MYOB Advanced authentication mechanisms within the product. There are no separate usernames or passwords stored within Velixo. Therefore, ...
    • Upgrading to a newer version of MYOB Advanced

      Velixo is fully committed to supporting new versions of Acumatica and MYOB Advanced within 30 days of release. Sometimes, changes in the product will require slight configuration adjustments before Velixo can be used for the new version. Note: please ...