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Articles in News Blog

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. Budget Factory It’s a big...

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...

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...

Pain-free Seasonal Budgeting

Pain-free Seasonal Budgeting

Does the seasonal aspect of some of your clients' businesses not correlate to the financial year? Seasonal budgeting is a breeze in Calxa! For many businesses, their seasonal peaks and troughs in trading will not have any relationship to their financial year, which can sometimes prove challenging for reporting and forecasting estimates. Most businesses operate on a July to June financial year...

What do MYOB and Calxa have in common?

What do MYOB and Calxa have in common?

Both organsiations think Paul Drendel is pretty cool. Many of you have celebrated with Paul his crowning as the '2014 MYOB Partner of the Year'. We at Calxa are simply chuffed to say that Paul has joined our team. What a scoop – well we think so! Paul has taken on the mentoring role of Partner Relations Manager with a focus to support Calxa Partners and growing the pool of well versed...

ICB Roadshow 2015

ICB Roadshow 2015

The ICB Roadshow is happening in March around the country, starting in Launceston on the 3rd, and finishing in Darwin on the 19th. These events are a great opportunity to gain the latest strategies and the information you need to know about the world of all things bookkeeping. The ICB is the largest bookkeeping institute in the world, and actively promotes and maintains the standards of...

Easy Seasonal Budgets for Farmers

Easy Seasonal Budgets for Farmers

Running an agri-business is not always easy. Not only are there the long hours, the 24/7 vigil over livestock and attention to paddocks but then there are financial fluctuations throughout the year, external influences like droughts and floods and the sometimes problematic succession planning. We don’t have answers to many of these challenges but we are experts at how to plan the finances for...