Web Chat: Calxa Imports and Exports Video
This Calxa imports and exports session will show you how sometimes importing and/or exporting data can be the most effective way to maximise your use of Calxa.
Watch the Calxa Imports and Exports Video
Whether you are bringing in your initial data or updating existing settings, the Calxa imports and exports function can help you. However, there are many other uses:
- Import budgets from spreadsheets or other systems
- Set up your Manual Organisation with your chart of accounts, cost centres, opening balances and monthly actuals
- Perform bulk updates on your Account Trees and Business Unit Trees.
- Back up your Calxa data before or after major updates
Who Should Watch the Calxa Imports and Exports Video?
Above all, anyone who wants to maximise Calxa with imports and exports should attend.
- Accountants and Bookkeepers delivering Advisory Services
- Company CFOs that want to bring their external budgets
- NFP Finance Officers that need to extend manage program budgets
- Calxa Customers
- Users currently trialling Calxa
About Web Chats
Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different. In particular, attendees are invited to send through their questions and participate during the Q&A session.
If you can’t make it, register anyway to receive a recording of this session. In addition, have a look at the upcoming Web Chats to see what topics are going to be discussed.
We understand people learn in different ways and provide various learning options. Firstly, have a look at our online help desk which is stocked with help notes, training videos and event recordings. In addition, you can book an onboarding session with our support team to ask those questions important to you. Above all, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB as well as ERP systems such as Acumatica, NetSuite and Business Central are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. Similarly, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. As a result, good financial reporting helps organisations and key stakeholders make better decisions.