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7 Uses for Advanced Account Trees
This month we’re releasing major changes to the Account Tree functionality in Calxa. Advanced Account Trees are in response to your feature requests. Here we give you great flexibility in how you group, summarise and sub-total the rows in your management reports....
Introducing Daily Cash Flow Forecasting
We’re not very good at keeping secrets. Over the past 20 years we have spent our time delivering monthly, long-term, cash flow projections to our customers all over the world. We have helped many to better understand the cashflow implications of a growing...
Top Branch Performance Reports
Preparing branch performance reports can be challenging for businesses and their advisors. There are many issues to consider, from legal to financial and more. Calxa can simplify and automate the reporting to help measure branch performance. Company Branch or...
7 KPIs for Retailers
KPIs for Successful Retailers is an important topic. Retail is a very competitive business these days, so Key Performance Indicators (KPIs) play a strong part in your success. Here is our list of 7 KPIs for Retailers. Your competitors aren’t just in the next town or...
Heavyweight Reporting for Serious Business
Reporting on business health requires analysis of past, present and future activities. Many accountants and bookkeepers get often called in to provide some guidance as to bring clarity to the business' snapshot as of today. Doing an in-depth analysis, is not always...
What is a Cash Flow Forecast?
Running a small business is challenging enough already without over complicating cash flow forecasting. A lot of businesses know they should monitor their cash flow and have a forecast, but it can be daunting to get started with it. In this blog we break...
Tax Flow Forecast for Business
A Tax Flow Forecast is a key tool in planning your taxation payments. It is a report that shows your tax and superannuation obligations for the coming months. A Tax Flow Forecast will show your GST/VAT, your PAYG/PAYE withheld from wages and your superannuation...
7 Handy Reports for Not-for-Profits
Management Report packs are the basis of good decision-making. With the NFP sector moving towards consumer directed funding, reporting at both the board-room and management level has now become more than just an exercise in advising how grant money was allocated to...
KPIs for a Bookkeeping Practice
Bookkeeping practices are changing. They are very different to the way they were 5, 10 or 20 years ago and for this reason, bookkeeping practices need different KPIs (key performance indicators) to manage them and measure performance. Using the right KPIs will...
3 Ways of Working With Your Clients
No matter what you are working on with your clients, the goal is always to help your client to succeed. When it comes to using reporting software, like Calxa, accountants have generally developed 3 ways of working with clients as a teacher, guide or advisor....
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