by Calxa Team | Last updated Sep 19, 2025 | Budgeting, Cash Flow Forecasting, Reporting
Most users of Acumatica will lean on an external tool for their management reporting. Acumatica is great for managing the operational side of a business and provides some basic financial reporting. However, where it is not so well suited is producing reports for senior management or boards. This leaves users with few options. The main one, and most obvious, are manual spreadsheets. Alternatively, some have been using Excel with Velixo or a dedicated reporting app like Calxa. Let’s explore some of the pros and cons of using Calxa vs Velixo.
by Mick Devine | Last updated Mar 24, 2025 | Educational, Reporting
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...
by Mick Devine | Last updated Jul 21, 2025 | Educational, Reporting
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...
by Calxa Team | Last updated Jul 22, 2025 | Consolidations, Reporting
Everyone loves a checklist to help with regular recurring tasks. There 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...
by Mick Devine | Last updated Mar 25, 2025 | Educational, Reporting
Management Dashboards are a great way to track business performance. Foremost, they are a great tool for displaying key metrics in a way that’s easy to understand. Naturally, metrics and dashboards go hand in hand. Presenting a set or metrics together builds a useful...
by Mick Devine | Last updated Sep 13, 2023 | KPIs, Reporting
SaaS KPIs are critical for software businesses tracking their financial well-being. In reality, most of them can be applied to other industries as well. This article may be a little heavy in acronyms but that’s the nature of the technology world. Let us start with SaaS.
by Mick Devine | Last updated Apr 22, 2025 | Grant Acquittals, Reporting
Many of our Not-for-Profit customers need to track income and expenditure to prepare financial acquittals. These acquittal reports include reporting on different funding streams. Essentially, these streams could be individual donors or sometimes groups of them. When...
by Alex Lewis | Last updated Mar 25, 2025 | Reporting
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...
