Coming Release: Add Docs to Reports

Coming Release: Add Docs to Reports
Now you can add Text to Report Bundles

With next week’s update to your Calxa software you’ll be able to insert documents to your Report Bundles to create cover pages, notes, executive summaries, disclaimers and much more. These documents can include more than just text – images, tables or anything else you would put in a Word document. The First Instalment Because we know many people have been waiting on this feature,...

Case Management Systems ... Which Is Right for You?

Case Management Systems ... Which Is Right for You?
Comparison of 3 Client Management Systems that suit NFPs

Following on from our recent article What Makes a Good CMS, here is a brief comparison of systems that suit NFPs. A basic look at the present Case/Client Management System (CMS) market brings up a number of popular CMS products presently being used within the new National Disability Insurance Scheme (NDIS) environment. Each has a number of features which may or may not fit with an...

Muscle Team Cuts the Fat

Muscle Team Cuts the Fat

One Muscle Team at Muscular Dystrophy Association SA (MDASA) is their fundraising arm – they’ve just organised the Big Red Ride and Run to coincide with the Tour Down Under, as well as many other events throughout the year. The less famous muscle team is in their finance office where Nadelle Manners has been using Calxa to replace their cumbersome spreadsheets with Report Bundles that give...

What Makes a Good CMS?

What Makes a Good CMS?
3 Steps to choosing a Case Management System in time for the NDIS Rollout

With the rollout of the National Disability Insurance Scheme (NDIS) this year, the country will see what is arguably the biggest change in social funding since the introduction of Medicare in 1984. Such a grand scale of change is set to have major impacts on all levels of infrastructure from Government through NGOs and down to all levels of local businesses and people in the street. Bringing...

Sector Snapshot through the Lens of the ACNC Data Portal

Sector Snapshot through the Lens of the ACNC Data Portal

The recent 2015 NDS CEO Conference in Brisbane saw the launch of the new ACNC Data Portal. This interactive website provides access to a huge online repository of relevant data right across the Charity and Not-for-Profit sector. With the ability to show high level consolidated figures at a national level along with numbers related to state and individual industry detail, the website has...

Road Ahead ... Budgets & Forecasts for Sustainability

Road Ahead ... Budgets & Forecasts for Sustainability
Working in a changing environment

With the Christmas festivities over and the New Years’ hangover merely a dim memory… what better time than to seize the moment and reassess some of your 2016 budgets. Conditions have a habit of changing and organisations should periodically consider re-evaluating their budgets. Here are some thoughts to a mid-year budget review. The Joy of Spreadsheets With Budgeting comes the “joy”...

Financial Ratios for Loan Applications

Financial Ratios for Loan Applications

Securing a business loan is more than just demonstrating that you can generate a profit and have a positive cashflow. Preparing 3-way forecasts including P&L, Balance Sheet & Cashflow Forecasts is a breeze in Calxa - a key component of any business loan application. Your friendly banker will also be looking at some key ratios before approving your loan. Key Financial Ratios to include...

Around the Country with MYOB

Around the Country with MYOB
Joining MYOB at the 2016 MYOB Incite Roadshow

MYOB will be holding their series of partner updates MYOB Incite around the country in February, and we are pleased to be joining them at their National Events. This annual roadshow is a great opportunity to see what lays ahead, and what’s new in the world of MYOB. And as an MYOB Add-On, we will also have lots of news and exciting developments to share with the industry. Come And Say Hello...

CEOs Exchange Ideas at NDS Conference

CEOs Exchange Ideas at NDS Conference
A View from the Top

The transition to the NDIS has been (and is) a rocky road for many organisations – the chance to see this reported from a senior management perspective is something that can be quite illuminating. The NDS CEO Conference for 2015 was entitled #LEADTHECHANGE and it was obvious from the start that “Change” really was the focus of this years’ proceedings.With a desire to gauge this level of...

Calxa Opening Hours over Christmas

Calxa Opening Hours over Christmas

Another year has passed and we find ourselves in the festive season again. So happy holidays and we hope this means you get to take it easy and enjoy this festive time of year.  Key Support Dates Thursday 24th December 2015  8.00am – 12.30pm (QLD AEST) Friday 25th December 2015  Public Holiday Monday 28th December 2015  Public Holiday Tuesday 29th December 2015 ...

The 12 Calxa Tips of Christmas

The 12 Calxa Tips of Christmas

Over the course of the last 12 months, we have provided many tips and tricks that you can use to enhance your experience with Calxa. In the bustle of the day-to-day you may have missed some of these. So, we thought it would be great to finish the year by bringing you a summary of our selection. We give you The 12 Calxa Tips of Christmas. Prefix connected organisation names with a client...

The Bad News: There is NO Money in the Bank

The Bad News: There is NO Money in the Bank

Accountants and BAS Agents: Is this your experience? You have prepared the financial statements and tax return for your client. You give them the good news about how they have had a great year and made a substantial profit. You then give them the bad news about how much tax they are going to have to pay… The next part of the conversation now will commonly centre around the fact that...

Wow! $1million Milestone

Wow! $1million Milestone

Today is a very special day for the Calxa Team – and we would love to share it with you. Not only are you, our customer, instrumental in helping us achieve our milestone, but we feel like celebrating with family. This week we reached our $1million donation target we set out four years ago. Mick was in awe when he talked to the team, "when we made our pledge four years ago, we didn't realise...

Calxa Online now Ready for Rollout

Calxa Online now Ready for Rollout

After three months of beta testing, we can finally say “it’s ready”. The first phase of Calxa Online is officially completed and available for customers to implement this week. This would not have been possible without the great help from a band of beta testers who’ve been working with Calxa Online for the past couple of months. Thanks to their efforts we can now make the online...

Inaugural Meeting of North Queensland NDIS Group

Inaugural Meeting of North Queensland NDIS Group

Next week will see representatives from a number of NDIS service providers, from in and around Townsville,  meet to discuss issues and compare experiences as they begin the transition to the NDIS. After a hectic couple of months on the road helping to deliver unit costing workshops in conjunction with the New South Wales Council of Social services, Calxa’s NDIS Specialist, Kristian...