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Event Series Event Series: Cashflow Basics

Cashflow Basics

18 April @ 10:00 am - 10:30 am AEST

Cashflow Basics Webinar

Now that you have signed up for Calxa, it’s time to get started. The Cashflow Basics webinar is an online session that builds on the Reporting Basics and Budgeting Basics sessions to help you create a cash flow forecast and deliver 3-way forecasts.

The best part is that you can learn at the comfort of your own desk.



Learn About

  1. How to set up your Cashflow Settings for Payment Timing
  2. Create P&L and Balance Sheet Budgets
  3. Present 3-Way Forecast Reports



Who Should Attend the Cashflow 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 Cashflow Basics session, you will be able to prepare cashflow forecast and deliver 3-way forecasts. You will be able to deliver these forecasts automatically using the Calxa workflow functionality.



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

Wednesdays: Budgeting Basics

Thursdays: 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:

Getting Started Page

Calxa Resources

Help Centre

Video Tips



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.



18 April
10:00 am - 10:30 am
Event Category:


At Your Desk


1800 733 149