Educational

Handover Document: An Administrator’s Checklist

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

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...
Troubleshooting Management Reports in Calxa

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...
Xero Tech Stack for Consolidated Groups

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...
ERP Reporting: Using Calxa Unplugged

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

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.