Articles in News Blog

Road Map to Q2, 2015

Road Map to Q2, 2015

We have a lot of plans to bring you value for money in the coming months. So without further ado here are the software improvements that we have on track for Quarter 2, 2015. We are planning to have the first part of our cloud integration available by the end of this quarter. This first stage is a Cloud Database which allows access to your Calxa data from any computer with the Calxa...

Budgets vs. Cashflow Forecasts

Budgets vs. Cashflow Forecasts

Budgets and Cashflow Forecasts are both essential for the accurate financial management of any organisation. It is important to know how to utilise these effectively, so we have devised a few main points of which you can approach the subject with your clients, if required. A Budget details what one plans to do with the finances for the relevant period of time (usually over 12 months). The...

How to buy to Resell

How to buy to Resell

As an accounting software specialist, we understand that keeping abreast of the latest features and new technology can be time consuming. To make life easier as a Calxa Partner, we are now providing a special partner portal to simplify things.  By now most of you would have realised that we have a brand new website. We also have a new shop! It gives you the ability to manage...

Introducing your.calxa.com

Introducing your.calxa.com

We are excited to announce the launch of our new website. Part of the changes include a new portal “your.calxa.com” where you can manage everything about your Calxa subscription from contact details to payment methods and invoices. You can easily upgrade or downgrade, add/remove additional users or update your credit card details at your.calxa.com. Let us show you around the new site....

Preparing Next Year's Budgets

Preparing Next Year's Budgets

Its that time of year again. It’s time to start preparing your budgets for next year. Budgeting for the next financial year can be daunting. Most people freak out when it comes to creating a whole year’s budget, however if you implement our Calxa tools you can chop up the process into more manageable pieces and begin the hike to your next annual budget.   1.    Budget...

Report Improvements...

Report Improvements...

Our latest update included the Bank Movement Spreadsheet report and the Waterfall chart which have gone down a treat. From this update we have found a few added extras to deliver to you in April. We're adding a report to compare actuals to budgets on bank movements for any date range – titled Bank Movements Budget v Actuals (subtle, we know). This will be especially useful for those of you...

Getting Calxa Support over Easter

Getting Calxa Support over Easter

This week we have been very excited to show off our new website and the support team are particularly excited about the new Help Centre. Now you can easily search all our support content including help notes, training videos and even archived event recordings like our Web Chats in the one location. If you prefer a personal touch, then we are more than happy to help via email or phone, but the...

Tax Planning In A Minute

Tax Planning In A Minute

When talking to many of our accounting partners, it often comes up in conversation that the two things that a lot of clients are most worried about are; how much tax they will have to pay, and how much money is (or isn’t) in their bank account. Calxa is a great tool for cashflow forecasting, thus helping with the ‘money in the bank’ question, but have you wondered how Calxa can help you...

Integrate with your Favourites

Integrate with your Favourites

Whilst integrating your accounting software with Calxa it is important to keep in mind how the information translates into Calxa as well as the functionality available with each different system. Linking Calxa to MYOB, Reckon Accounts or Xero delivers powerful reporting. When integrating it is important to know that; data only goes one way: from MYOB/Reckon/Xero to Calxa. When you first...

The Queen of Cashflow

The Queen of Cashflow

Tracey Loubser has been creating quite a stir in Western Australia, revolutionising the way accountants and bookkeepers work with their clients. As an advocate of accounting systems, tools & templates, for the past 6 years she has been working tirelessly within the industry to help transform the way in which professional accounting service providers work with their clients. Her...

Understanding the Net Worth Chart

Understanding the Net Worth Chart

This month we have introduced the Net Worth Chart to show your Assets, Liabilities and Net Worth (or Equity) all in one place, so what does that mean in practice? Accounting can seem strange to non-accountants but this chart will give you insights into your business and alert you to potential problems in the future. Giving clarity and an accurate visual of where your business is heading. What...

Join us for Web Chats!

Join us for Web Chats!

Web Chats are a great way to continue learning and keep up to date. Whether you are new to Calxa or a veteran, with new topics each month there is something for everyone. Each month the Calxa team presents a new topic targeting different features of the software or particular challenges you might face in your organisation. Our Web Chats are interactive sessions where you can ask questions...

Checking out the NDS Conference

Checking out the NDS Conference

Last week our CEO, Mick Devine, spent a couple of days in Sydney talking to people in the disability services sector about their challenges in preparing for the NDIS. Reporting on unit costs appears to be a common hurdle for many. There was much learning done!  It was a great opportunity to talk face-to-face with many people from a range of organisations. What they all had in common was a...

Bank Movements, Waterfalls and Net Worth

Bank Movements, Waterfalls and Net Worth

Our software update this month brings you one long-awaited report and a couple of new charts to help you understand your cash movements and the value of your organisation - and some enhancements to the Budget Factory Wizard. Bank Movement This report shows your opening bank balance for each month, your income and expenses and then your balance sheet movements to bring you back to the closing...

On the road again

On the road again

We have been traversing Australia and New Zealand with the MYOB Roadshows and running Calxa Clubs during the month of February, and catching up with many familiar faces, as well as meeting a lot of new people. The overwhelming response is that people are excited and amazed with some of the new technology now available to advisors in the accounting industry, and the possibilities and...