Calxa Blog
The latest updates and news on product and educational thoughts.
New in Calxa: Dynamic Columns in Reports
New in Calxa this week is the addition of Dynamic Column Reporting. At last, this new way of building your templates will add more flexibility to your reporting options. It is the start of an ongoing project. We are adding the option to choose any number of columns to...
New in Calxa: Export Business Unit Trees
We introduced the option to export and import your account trees some time ago and now Business Unit Trees have the same functionality. This will be new in Calxa to make it easier when you want to do a lot of editing and also provides a backup of your structure....
Budget Scenarios with Calxa – A Guide
Budget scenarios in the context of budgeting and forecasting are one alternative story of the future. It’s an attempt to answer the question: “What would happen if…”
New in Calxa: Budget Scenarios
Managing scenarios has always been part of Calxa but now we’re taking things up to a new level with our next release in October. Rather than using separate budgets, you’ll be able to layer your scenarios, combining 1, 2 or more with a budget to see what the resulting...
Handover Document: An Administrator’s Checklist
We would all like our team members to stay with us forever, but we know that’s not the way the world works. This elevates the importance of the handover document. Here is an example of a handover checklist for not-for-profits. In the meantime, how do you prepare for...
Visualise Recruitment KPIs On Your Dashboard
Recruitment KPIs can give you an interesting perspective to your business. Generally, recruitment is something that most business owners or managers get involved with from time to time. For some it’s a regular part of their job. Whilst bigger businesses will have a...
Top 5 Reporting Dashboard Tools
When your board, your boss or your clients ask you to give them some dashboards, where do you start? We know you could create something in a spreadsheet but that is so 1990s! In the 21st century you need an app that connects to your accounting system. This article...
Calxa Recognised for Community Impact
Community Impact is an important way to measure a company’s contribution and the difference it makes to the world. You may remember earlier this year when Calxa achieved a crucial milestone for its not-for-profit donation program. The tally hit a whooping $2.5million...
Troubleshooting Management Reports in Calxa
As accountants, we know that things don’t always turn out perfectly the first time. Troubleshooting management reports is necessary when there are odd numbers or discrepancies between your reports. Your keen analysis skills will be a major ingredient in rectifying the...
New in Calxa: Xero Bulk Connections For A Faster Setup
There is a feature that is new in Calxa this month. Adding Xero organisations for a consolidated group used to be a bit of a tedious process. Now, thanks to updated functionality at the Xero end and some changes in Calxa, we can connect multiple companies all in one...
New in Calxa: Budget Using Sub-Accounts
New in Calxa this month are sub-accounts. These will help you keep your budgets organised and help you build more granular budgets. In the past you could have done this by adding Metrics but sub-accounts will make that process much easier to manage. What...
New in Calxa: First Transaction Report is Live
New in Calxa this month, we introduced Transaction Reports to most of our customers. We are rolling them out progressively but you can request early access if we haven’t got to you yet. Coming soon we have sub-accounts in budgets and reports on payables and...
Xero Tech Stack for Consolidated Groups
Do you have a Xero tech stack for your consolidated group? Handling multiple Xero files for the group in itself is not for the faint-hearted and requires discipline, organisation and diligence. To keep on top of the administration of the interaction between companies...
New in Calxa: Unlinked Accounts are Ready to Go
After some final testing, we have now released the latest of our exciting new features. You can now find Unlinked Accounts and Unlinked Business Units new in Calxa. Introducing Unlinked Accounts and Unlinked Business Units What is an unlinked account?...
New in Calxa: Dashboard Sharing is Now Live
Sharing Dashboards has been released. We’ve worked on improving our customisable dashboards last year and the final piece went live in December. Dashboards are meant for sharing. You’ll be able to share them with other users in your organisation or with the world at...
Consolidated Groups: A Must-Have Calxa End-of-Month Checklist
Everyone loves a checklist to help with regular recurring tasks. This is no exception when it comes to an end-of-month process for consolidated groups. Whether you use an old-fashioned pen and paper for yours or a modern app, checklists are vital to ensure that the...
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