Calxa Blog
The latest updates and news on product and educational thoughts.
Flexible Charts and Eliminations
Our next product release with flexible chart options is around the corner. This week we're going live with some great reporting options. Here is the change log. Charts are a great way to present data and in the last couple of weeks we’ve expanded your options. You can...
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. After all, what is cashflow forecasting? A lot of businesses know they should monitor their cash flow and have a forecast. However, it can be daunting to get...
EOFY Resources and Tools
So, it’s that time of the year and all the blogs are flooded with tips and tricks on how to best get around this busy time. June 30 is the business end of the financial year (EOFY) for finance officers, bookkeepers and payroll clerks in Australia. This year you...
Budget Builder and Report Improvements
This week we will be bringing you improvements to the Budget Builder, subtotals in the Bank Movement report and an easier option to change your payment method when paying an invoice. Cut, Copy and Paste your Budgets New this week in the Budget...
Tax Flow Forecast for Business
If you sort the Cashflow report templates by popularity, the Tax Flow Forecast is very close to the top. And, for good reason. A Tax Flow Forecast Report is a key tool in planning your taxation payments. It is a report that shows your tax and superannuation...
Tax Flow Forecast Report, 3 Way Forecast Bundle and much more
We have a new report for you this month that will appeal to anyone running a business, it's a Tax Flow Forecast Report. This report is a forecast of your tax and superannuation obligations for the coming months so you can thoroughly plan ahead. For those of you...
Which Cloud Accounting Software?
Cloud accounting is all the rage these days – and mostly for good reasons. However, it can be challenging to work out which application is best for your organisation. In this article we’re going to look at this from the perspective of a Not-for-Profit organisation but...
7 Handy Reports for Not-for-Profits
Management Reports for not-for-profits are the basis of good decision-making. With parts of the NFP sector moving towards consumer directed funding, reporting at both the boardroom and management level has now become more than just an exercise in advising how grant...
Disconnecting Calxa Desktop
At the end of 2019, we’re disconnecting the Calxa Desktop app from our online services. If you’re still using the desktop app, it’s time to seriously consider your options and plan to switch to the browser app. To move Calxa online, may mean moving to an online...
KPIs for a Bookkeeping Practice
The world of Bookkeeping practices is changing. They are very different to the way they were 5, 10 or 20 years ago. It is for this reason, bookkeeping practices need different KPIs (key performance indicators) today. KPIs for a Bookkeeping Practice help manage the...
3 Effective Ways of Working With Your Clients
No matter what you are working on with your clients, the goal is always to help them to succeed. Finding effective ways of working with your clients will set you apart from other advisors. When it comes to using reporting software, like Calxa, accountants have...
Introducing: Free Advisor and Budget Sync Features
As part of our regular software updates, we have two new features this month that we are excited to share with you: Free Advisor and Budget Sync. Invite your Accountant for Free Do you ever need to discuss your budgets or reports with your accountant or...
How to Manage Your Cash Flow for Growth
People sometimes assume that a growing business is less likely to have cash flow problems. However, often the reverse is true. Revenue and profit growth can go hand in hand with a shrinking bank balance. In other words, this is all because of a mismatch in the timing...
How NDIS Providers Use Calxa
Over the past few years, the disability sector in Australia has undergone a major shift. To manage the transformation, NDIS Providers are using Calxa to supercharge their business. NDIS Shift: From Bulk Funding to Fee for Service The introduction of the...
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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.
