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Cashflow Basics
12 September @ 10:00 am - 10:30 am AEST
Free
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
- How to set up your Cashflow Settings for Payment Timing
- Create P&L and Balance Sheet Budgets
- 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:
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.