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Budgeting Basics
11 September @ 10:00 am - 10:30 am AEST
Free
Now that you have signed up for Calxa, it’s time to get started. The Budgeting Basics webinar is a first point to getting started with Calxa. This online session is aimed at helping you set up your budgets.
The best part is that you can learn at the comfort of your own desk.
Learn About
- How to import existing budgets from Excel or your accounting system
- Use the Budget Factory to create multiple business unit budgets and years at once
- Enter and edit budgets manually
- Manage Budget Versions
- Print your Budget
Who Should Attend the Budgeting Basics Webinar
Anyone who wants to learn how to use Calxa and has:
- Signed Up for a Trial
- Just bought Calxa
- Joined a Finance Team using Calxa
After this session, you will be able to prepare program and cost centre budgets. You will use a quicker and faster way to prepare next year’s budgets using the Calxa functionality. The Budgeting Basics Webinar will help you set up a new version to re-forecast your budget throughout the year.
Learning Calxa
We understand everyone learns differently. If you are at the beginning of your Calxa journey, we give you different learning options.
Getting Started Webinars
Make sure to register for these other weekly webinars.
Tuesdays: Reporting Basics
Thursdays: Cashflow Basics and Dashboard Basics
One-on-One Session
If you want us to review your set up or discuss your specific requirements, simply book a 20-min session with our team:
Calendar for people exploring Calxa with a Trial
Calendar for existing Calxa customers
Online Resources
If you prefer to set your own time and pace, check out our learning resources:
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. You can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. Good financial reporting will help your organisation and key stakeholders make better decisions.