Calxa Blog
The latest updates and news on product and educational thoughts.
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....
Connecting Up Conference 2022: 3 Things I Learned
It was great to be back face-to-face with people at the recent Connecting Up Conference. The Calxa team had an opportunity to talk to many sector delegates at the 2-day event. As always, there were a lot of takeaway messages from the conference. The sessions...
Calxa vs Float: A Direct Comparison
How do you pick the best cashflow forecasting software for your business? Calxa vs Float 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. Today, we will help you assess...
How To Use Xero For A Not-for-Profit
Unless you’ve been living under a rock, or you have no interest in accounting, you’re sure to have heard of Xero. If you had asked us a few years ago if it was suitable for not-for-profits, our answer would have been a hesitant, “maybe for very small ones”. So, here...
Top 5 Xero Cash Flow Alternatives
Businesses using Xero often need to produce cashflow forecasts. This article reviews its Cash Flow capabilities compared to some Xero cash flow alternatives. Xero now includes recurring payments to bills and invoices which is one less thing to add manually but it...
New in Calxa: Express Makeover, Improved Reports, KPIs & Performance
New in Calxa this month will see Calxa Express users benefit from the biggest feature upgrade since 2010. However, there has been plenty happening for Calxa Premier customers as well. Read on for a recap here in case you missed something. The Calxa...
Reforecast Your Budget: An Important Business Process
Budget reforecasting is an important business process. Setting a budget at the beginning of the year is a great way to benchmark your business. It allows you to look back later and measure your performance against your expectations. Furthermore, it sets targets in...
Tips to Using the Calxa Budgeting Tool – A Guide
For some organisations, using a budgeting tool is an annual event. For others, managing their budgets is an ongoing process of revising rolling forecasts. Using Calxa as your financial budgeting tool, these tips will help you through a pain-free budgeting and...
5 Best Xero Reporting Tools for Managing Your Business
Xero is a world leading online accounting software. Many businesses are quite satisfied with their Xero reporting tool in itself. Especially for compliance purposes and daily management of your business, it does a decent job. When it comes to financial reporting...
Cost Centre Reporting: The Complete Guide
Cost Centre reporting can be complex. This guide will help you manage reporting on cost centres, projects or departments, especially if you’re using Calxa for your reporting. Whatever you call them, they are the subset of your organisational reports. They are...
Xero Budget Reports: How to Master the Art
Budgeting in Xero has come a long way since the early days. There’s a lot you can do, more than in some comparable accounting systems. Join us as we explore how to prepare Xero budget reports and understand where the limits are. Table of Content How to Do Xero...
New in Calxa: Report Styles for Branding
New in Calxa this month, we gave you the power to add your own colours and branding at a global level. Apparently, not everyone is a fan of orange! Previously, you could take a deep dive into the Report Designer and format each template the way you wanted or needed....
5 Tactics to a Successful Calxa Implementation in 5 Days
Achieving a successful Calxa implementation is the topic of this article. A successful implementation of any system requires you to have a clear plan. However, a plan on its own is not sufficient. You will need to bring other stakeholders on board. This can be your...
Unleash the Power of Xero Tracking Categories Reporting
Xero Tracking Categories have come a long way since they were first introduced many years ago. Back then, they seemed a little insipid compared to MYOB jobs or QuickBooks classes. Today this is a different story. Xero departmental reporting is now powerful and agile...
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And the team has been very helpful and responsive in tailoring a solution that meets our set-up and needs.
Would definitely recommend the product and the staff behind it.
