Better Budgeting Using Calxa Course

This Calxa Course is ideally suited to those who are new to the app. Essentially, the course will give you the skills and confidence to get started with Calxa. And, ultimately, for many users it will cover all you need to know.

Learn About This Calxa Course

This is an introductory to intermediate level course, no prior knowledge is required. Although, users with some experience with Calxa will also find the course beneficial.

Course Overview:

• Understand Terminology used along with key settings
• Key integration points with your accounting data and optimising for best results
• Getting around Calxa including the Dashboard
• Working with Budgets both at organisation and cost centre level
• Creating and managing single and multiple Budget versions
• Working with the existing key reports, filtering and grouping in Bundles
• Using Calxa features to cater for different reporting needs including grant acquittals
• Understanding the uses for Business Unit Trees including making use of on reports
• Make use of the cashflow reporting features
• Understanding KPIs and how to add and remove from reports
• Getting started with consolidated reporting
• Streamlining key financial reports to manage your business or organisation

Who Should Attend

This Calxa Course is great for you if you want get started with Calxa. It is best suited for:

• Employees keen to learn the fundamentals of Calxa
• Accountants and Bookkeepers wanting to get a handle on the key features available in Calxa
• Existing Calxa users keen for a refresher ad wanting more from the system
• Small business owners and financial controllers seeking improved financial management and reporting
• Those keen to update on the latest online budgeting and cashflow tools

About the Course Presenter

Pam is a qualified trainer and accountant with over 30 years hands on experience in financial systems. Her business Poetry in Numbers specialises in accounting software training.

As a Fellow of Institute of Public Accountants (IPA) and Life Member of Institute of Certified Bookkeepers (ICB), Pam is active in the profession and provides regular updates about current topics around financial systems. Pam is one of the longest serving Calxa Partners and accounting software consultants, delivering training not only on Calxa but also Xero, MYOB and QBO. Pam has been acknowledged for her commitment to accounting software with a number of industry and product awards, and having recently moved to Northern NSW is well placed to offer training on Calxa to the region.