Articles in News Blog

Is Automation Killing Bookkeepers?

Is Automation Killing Bookkeepers?

Recent discussions in the accounting industry have centred around the idea that “compliance is dead”, sparking the notion of a retiring accounting and bookkeeping profession. Equally so the birth of a progressive practitioner that diversifies into value-added services has already incited the transformation of many practices at the fore-front. Is “Do or Die” imminent for the survival of...

Introducing Financial Statements

Introducing Financial Statements

Later this month we will be introducing a new group of reports called Financial Statements. This will include a Profit and Loss Statement, Balance Sheet Statement and Trial Balance. In addition Calxa Premier users will have access to a Statement of Cashflows. These are all very familiar and standard styles of reports so while the reports on their own may not sound like an exciting inclusion,...

Calxa Editing Tips

Calxa Editing Tips

When it comes to technology, small tips and tricks usually make the difference to user experience. So recently we compiled a list of our ‘Calxa Editing Tips’ with three major topics; Budget Editing Tips, Cashflow Settings, and KPI Tips. Budget Editing Tips When starting with budgets, Calxa’s Budget Factory is your new best friend. Use last year’s actuals or other budgets as your base...

Introducing the Calxa Help Centre

Introducing the Calxa Help Centre

We recently launched our new website and this gave us a great opportunity to re-think and re-design the way we deliver our training and support tools. We have always provided a number of options, but like all things with experience you learn what works best and what could be improved. Introducing the new Help Centre, where all the resources are in one place and can be searched together but...

More reporting improvements this month

More reporting improvements this month

A couple of weeks ago we released Calxa 2.7.0 with a new report to compare bank movement over a range of months and a number of small, but significant, report enhancements. One of the favourites is opening reports to Page Width. The new Bank Movement Analysis report compares your actual cash position with the budgeted position and can be run over any date range (including across financial...

Tax Planning with your Accountant

Tax Planning with your Accountant

Tax is probably one of the most dreaded words in the English language, however, it is indeed a fact of life when running a business. In considering this we have noticed many businesses are worried about how much tax they will need to pay. Have you wondered how Calxa can help you in your tax planning? Well, great news! We can. You or your Accountant can use Calxa to get started with your tax...

KPIs for Sustainability

KPIs for Sustainability

With the introduction of the NDIS and other customer-directed care reforms, there is a need for many organisations to more closely manage cashflow and ensure their long-term sustainability. These KPIs will help you monitor your financial health and give early warning of potential problems. Most of them are suitable for any business, not just Not-for-Profits. Unit Costs Knowing the cost of...

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...