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Recurring Event Event Series: Learn Calxa in a Day – Sydney

Learn Calxa in a Day – Sydney

11/11/2022 @ 9:00 am - 4:45 pm AEDT

Third Party Courses & Seminars

Learn Calxa in a Day 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.



Learn Calxa in a Day – Course Overview:

The first part of this classroom course will focus on:

  • The foundations of budgeting
  • Linking your data and understanding the key integration points
  • Laying good foundations in your accounting software
  • Terminology and settings
  • Setting, maintaining and modifying a Budget
  • Working with overall and divisional or project budgets
  • Key reports to use, incl. saving, sending and working with multiple reports
  • Introduction to Account Trees
  • Setting up and working with the Cashflow features



Extending Calxa:

Learn Calxa in a Day will then move to more advanced topic in the second half:

  • Working with multiple budgets
  • KPIs & Metrics – understanding and working with existing KPIs and creating your own,
  • Automating reports using bundling,
  • Expanding your use of Account Trees, and work with practical examples
  • Reporting – consolidations
  • Customising reports
  • Review of the latest recently added features, and a sneak peak of those coming soon



Who Should Attend Learn Calxa in a Day?

  • Business owners and financial controllers
  • New or inexperienced users of Calxa keen to prepare budgets and cash flow reports
  • Existing Calxa users wanting to advance their knowledge and skills
  • Those needing to improve their financial management of funded projects



Presenter of Calxa in a Day Course

Rhys Roberts from Cloudsolve has been a Calxa Accredited Partner over the last decade. He is a certified accountant with many years of management accounting under his belt – adding Calxa to his repertoire just makes sense. In addition, Rhys harbours a wealth of knowledge on accounting system implementation and set up across many cloud based apps. Rhys is generous in sharing his expertise which makes this course a valuable session for attendees.



Need Help with your Calxa

If you get stuck implementing any parts of your Calxa, feel free to contact our team. Simply call us or email [email protected] or start a chat with us in the app.




9:00 am - 4:45 pm
Event Category:


+61 2 9017 7373


Sydney – Dynamic Web Training
11/32 Walker Street
North Sydney, NSW 2060 Australia
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