Real Features

Budgeting

Budgeting

No need to retype actuals, just link directly to the accounting data to extract your figures each month. No need to copy and paste to create new budgets, just use the wizards and shortcuts to fast-track this tedious task.

Budgeting

Cashflow Forecasting

Automating this complex calculation will save you real time. Let the background calculation work out your real debtor/creditor days and forecast your income and expenses as far ahead as you need.

Budgeting

Reporting

Use the suite of over 50 report templates to generate your monthly reports. Re-arrange and re-group your accounts for your various audiences. Batch your favourite reports to email to yourself, your board or your clients.

Check features in detail

Select a subject and find out more

  • All
  • Budgeting
  • Cashflow Forecasting
  • Express
  • Premier
  • Reporting
  • Shortcuts

    Apply shortcuts to multiple lines, whole budgets or individual fields and watch the totals automatically update.
    • Budgeting
    • Express
    • Premier
  • Wizards

    Use the QuickStart Wizard (Express Only) to get started quickly. Or check out the Loan Wizard to build in that new equipment finance.
    • Cashflow Forecasting
    • Express
    • Premier
  • Multiple Budget Versions

    Unlike spreadsheets, multiple budget versions are easy to manage. Just copy budgets from one version to another and report on any version. Effortlessly compare approved budgets to current forecasts each month.
    • Budgeting
    • Express
    • Premier
  • Integration

    Linking directly to the accounting system such as MYOB, QuickBooks or Xero saves time and ensures accuracy of reporting.
    • Budgeting
    • Express
    • Premier
  • Project Budgeting

    Simplify the budgets for your programs and projects. Easily maintain monthly budgets and reports by department, project or manager.
    • Budgeting
    • Premier
  • Debtor & Creditor Day Profiles

    Reliably estimate your receipts and payments based on statistical analysis of your average outstanding debtors and creditors.
    • Cashflow Forecasting
    • Express
    • Premier
  • Lock Approved Budgets

    Lock off any approved budgets to turn it read-only, preventing unauthorised users from making changes.
    • Budgeting
    • Express
    • Premier
  • Cashflow Schedules

    While some payments are made monthly or quarterly others have more complex schedules such as GST payments. Use one of the pre-set Schedules or customise (Premier Only) your own to suit your needs.
    • Cashflow Forecasting
    • Express
    • Premier
  • No Complicated Spreadsheets

    Create budgets for your organisation, departments or projects using your existing account structure. Watch your actuals flow from your accounting data into Calxa to automatically update new accounts, new projects, jobs, classes – no need to re-type your actuals. Then just run your monthly comparison reports. Getting started has never been easier.
    • Budgeting
    • Express
    • Premier
  • Manage Users

    Add users and delegate permission to managers to edit or report on their own departmental or project budgets.
    • Budgeting
    • Premier
  • Automated Updates

    All the latest features are delivered via automatic software updates. No need to wait for yearly version releases. Read about the new features when you next open Calxa.
    • Budgeting
    • Express
    • Premier
  • Consolidations

    Consolidate budgets, cashflow and balance sheet forecasts & KPIs across multiple organisations. Set the exchange rate for each organisation to manage multiple currencies or to handle partial ownership.
    • Cashflow Forecasting
    • Premier
  • Cashflow Settings

    Review each of your accounts and set the appropriate method of calculating its cashflow. Default settings are provided with an ability to revise and change the settings to suit your organisation.
    • Cashflow Forecasting
    • Premier
  • Superannuation Payments

    Forecast your superannuation liabilities by grouping and linking them to your expense accounts and choosing an appropriate schedule for your organisation.
    • Cashflow Forecasting
    • Express
    • Premier
  • Access Budgets in the Clouds

    Store data locally or on a network use SQL Server. Alternately go online with Microsoft SQL Azure to share and access your budgets from any computer running Calxa.
    • Cashflow Forecasting
    • Express
    • Premier
  • Customisable Reports

    Select from over 40 report templates. Use the built-in report designer to add/remove columns, add a logo or change fonts and colours.
    • Premier
    • Reporting
  • KPI Calculations

    Use any of the existing ratios or use the KPI editor (Premier Only) to calculate your own—EBIT, overdraft interest and expected income tax are just some of the possibilities.
    • Express
    • Premier
    • Reporting
  • Report Templates

    Select from over 40 report templates. Easy to interpret reports for non-accountants. Forecast Cashflow and Balance Sheet, compare budgets to actual and report on KPIs. Popular reports such as ‘Where Did Our Money Go?’ answer many questions.
    • Express
    • Premier
    • Reporting
  • Account Trees

    Simply re-arrange and group your accounts to produce the reports you need without complex spreadsheets.  Management reports and grant acquittals will take no time at all.
    • Premier
    • Reporting
  • Unspent Budgets

    Track your unspent funds by viewing the “Unspent Budget” reports. Then re-assign the unspent or overspent component to the remainder of the year and run the Re-forecast Unspent Budget Report to help you meet funding requirements.
    • Express
    • Premier
    • Reporting
  • Grants in advance

    Easily manage grant payments received in advance of the actual reporting period for consistent P&L and cashflow reporting.
    • Premier
    • Reporting
  • Reports for non-accountants

    We recognise that not everyone has a degree in accounting so we design reports that don’t assume that. You’ll find Calxa reports easy to understand and interpret. Report 3-ways – P&L, Balance Sheet & Cashflow Forecasts – with few mouse clicks.
    • Express
    • Premier
    • Reporting
  • Business Units

    Set budgets and run reports for departments and projects (Jobs and Categories for MYOB users, Classes and Customers/Jobs for QuickBooks users).
    • Premier
    • Reporting
  • "Where did our money go"

    Understand the link between your Profit & Loss and your Balance Sheet. This report will explain how making a profit does not always translate to having cash in the bank.
    • Express
    • Premier
    • Reporting
  • Backing Up and Restoring

    Keep your data safe with built-in tools to backup your data regularly and restore when you need to.
    • Cashflow Forecasting
    • Express
    • Premier
  • Budget Factory

    Create next year’s budgets for dozens of projects in just a couple of minutes. Use it to save time on any bulk updates to your budgets.
    • Budgeting
    • Express
    • Premier
  • Loan Wizard

    Incorporate loans into your budgets with just a few simple steps. The Loan Wizard will do all the complex calculations and automatically update your budgets with principal and interest payments for the life to the loan.
    • Budgeting
    • Express
    • Premier
  • Automatic Tax Calculations

    Incorporate GST / VAT calculations automatically into your forecast utilising the information in your accounting data – no more manual calculations. Know how much is payable and when.
    • Cashflow Forecasting
    • Express
    • Premier

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Get regular software updates.
Get new features when you next open Calxa.