Calxa Blog
The latest updates and news on product and educational thoughts.
Building the Board Report Dashboard
Dashboards are a great way to add a set of charts to your management reports. Providing a board report dashboard helps your readers quickly understand the main drivers of the organisation’s success. They will be able to see immediately how things are going and then...
New in Calxa: Metrics in Reports and Dashboard Data Sources
New in Calxa this month will be made up of two releases to improve your reporting options before the end of this month: First, the ability to use Metrics directly in reports, without needing to create a KPI. And secondly, custom data sources in Dashboards will give...
Dashboards vs Reports: A Comparison
Dashboards vs Reports, what is the difference? While there are some people who love dashboards and others who will only look at reports, most people can benefit from using both. It is a matter of choosing the right tool for the job. And, most of all, considering your audience and the message you want to convey. Both, dashboards and reports, have their strengths and you should use them to your advantage.
ERP Reporting: Using Calxa Unplugged
ERP Reporting remains a challenge today. Whilst the ERP system can manage the granularity of a business, delivering business insights does not appear to be the focus for software vendors. Since introducing Calxa Unplugged, we have suggested a number of ways of using a manual organisation combined with data imported from a spreadsheet. One of the most popular uses has been to produce management data to help with ERP reporting. Here’s the how and why of that task.
Fathom Software vs Spotlight Reporting Comparison
Looking at the comparison table, at first glance Fathom Software looks similar to Spotlight Reporting. And, sometimes, you’d get the same impression from reading their promotional material. Delve deeper though, and the differences become apparent. Let’s start off with a comparison table.
New in Calxa: Dashboards Have Arrived!
Well, by now you will have seen what's new in Calxa. The first step in our dashboard overhaul is now live and so is stage 2. There is more to come in the next month so let’s review the 4 stages of this release. Updated 22 March 2023 March Update We have...
New in Calxa: Making Calxa Easier to Use
We’re starting this year with some improvements to make Calxa easier to use and then, the big one, will be customisable dashboards. Usability includes the Metrics configuration, simplified changes to billing and better labelling of Xero tracking categories. ...
New in Calxa: KPIs as Rows in your Reports
In early November we released our Third Generation Account Trees and we’ve had very positive response to the additional flexibility. But wait, there’s more! New in Calxa next week we’ll go one better and give you the ability to add KPIs to your Account Trees. This...
Inputs, Outputs, Outcomes and Impact: A NFP Perspective
Accountability is important in any organisation and especially so in a Not-for-Profit. Understanding the inputs, outputs, outcomes and impact of an activity, helps communicate this to the various stakeholders. Funders, whether they are governments or institutions...
Calxa: A Fathom Reports Alternative
Finding a solution amongst the many financial reporting apps can be a difficult task. Many accounting firms we talk to are already including Fathom reports into their client servings. In the interest of helping those looking for alternatives, we recently compared...
Spotlight Reporting vs Calxa: What are the Differences?
Spotlight Reporting vs Calxa is a look at 2 of the leading solutions for Xero or QuickBooks users. We recently featured both in our Top 5 Xero Cash Flow Alternatives article. How do you pick the best cash flow forecasting software for your clients or business? We get...
Tips and Tricks for Easy Business Reporting
Business reporting is essential for organisations of any size. For a very small business, they can be kept very simple. As the business grows, the range of information changes but the focus should always be on providing clear, easy-to-understand information on the key...
How to Budget for a Business Loan
This article will show you how to budget for a business loan when using Calxa. After all, borrowing money is something that is necessary and important for most businesses from time to time. A business loan can get you through a tough patch, it can fund an asset...
New in Calxa: Unveiling Third Gen Account Trees
New in Calxa this next few weeks will include a real treat. Since we first introduced Account Trees in 2011, we have made a number of small changes. Then we made some big ones in 2019 which made the whole structure more flexible. Account Trees are a great way of...
Migrate to Xero: How to Manage the Transition in Calxa
Changing accounting software isn’t a task to be treated lightly. If nothing else, it is not something most of us would volunteer for on a regular basis. However, Calxa customers using other accounting systems do migrate to Xero every day. And, when using add-ons like...
Budgeting Apps for Not-for-Profits: How to Evaluate and Choose
Try using your favourite search engine to find a budgeting app for your Not-for-Profit and you’ll soon discover that the results are full of personal budgeting tools. YNAB may be great for managing your household finances but it’s not going to help you run a charity....
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