Web Chat: Summarising Reports with Account Trees

This month’s Web Chat is focused on reporting. Calxa’s Account Trees help you group your accounts and deliver more concise financial information.

• You can easily summarise reports by creating new headers and mapping your chart of accounts under each.
• Create powerful reports by inserting calculated rows, KPIs or additional sub-totals into your accounts list.

If you want to deliver more concise reports, combine data across multiple companies or work with Xero and its flat accounts list, this session is a must.

What you Will Learn in this Web Chat

Register for this session to see how to present your financial information in a summarised structure depending on your audience. The session will include how you can:

• Set up account trees to use on all your reports or have different versions for specific reporting needs
• Map accounts under your new headers
• Nest headers to create different levels of report detail
• Expand and contract data and report on the various levels
• Create common account structures and duplicate across multiple files
• Use headers to group elimination entries for easy reconciliation of inter-company movements
• Add a calculation row to create sub-totals
• Include in line Metrics or KPIs
• Und use preferred labelling
• Export and work in Excel and then import it back into Calxa if you have a large Chart of Accounts

Our Web Chats are interactive sessions where you will have an opportunity to ask questions along the way.

Who Should Attend this Web Chat?

Attend this Web Chat to learn more on how to solve specific problems with Calxa, get an update on the latest features and maximise the power of Calxa software. This session is perfect for you if you:

• Want to report on departments defined in your Chart of Accounts
• Consolidate financial reports across many organisations
• Produce reports for clients

About Web Chats

You will find these free Web Chats introduce the way Calxa can assist your finance team. In particular, your team may enjoy the ability to provide information to management and stakeholders in a concise and consistent format. After all, this makes it easy to read and understand at every level through a range of Dashboards, Charts and Financial Reports.

Each Web Chat focuses on a different solution or a new way of preparing information for different audiences. To help you out, these sessions are held monthly and are presented by one of our specialists. An an attendee, you are invited to send through your questions and participate during the Q&A session.

If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at the upcoming Web Chats to see what topics are going to be discussed.

About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. If you’re using an ERP system, Calxa can link directly with MYOB Acumatica, Microsoft’s Business Central and NetSuite.

The professional presentation of your management reports will impress your boss, the board, clients and bank manager. Essentially, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets, tracking of cost centre performance and consolidation of multiple companies. Good financial reporting will help your organisation and key stakeholders make better decisions.

We understand people learn in different ways. Therefore, we provide you with various learning options.

1. Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
2. Join us for our weekly and monthly live webinars. You can find the right event and register here.
3. If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
4. Or book an onboarding session with our support team to ask those questions important to you.

Please reach out if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.