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Product Update: Business Units are Getting a Makeover

3 November @ 11:00 am - 11:30 am AEST

Free
Calxa New Product Features Webinar

In this product update webinar we will introduce new Business Unit Tree. A powerful new feature that supersedes the previous Business Unit Selections. A tree just like a selection allows you to select any combination of business units and save this selection for re-use in all your reports.  Now we have extended on that and added a number of new ideas and features to supercharge your Business Unit Reporting.

 

Learn how about Business Unit Trees

The Calxa team will share with you how the new Business Unit Trees work. It will give you some insights on how to use Business Unit Trees.

 

Build Hierarchy into Your Business Units

A Business Unit Tree is the powerful new feature that supersedes the previous Business Unit Selections. A tree just like a selection allows you to create any combination of business units and save this selection for re-use in all your reports.  Now we have extended on that and added a number of new ideas and features to supercharge your Business Unit Reporting.

  • Add business unit headers and create your own hierarchy or groups of Business Units.
  • Each of these headers support consolidation settings like Detail & Consolidated to help you create summary groups or consolidated sub-totals throughout your business unit reports.

 

Consolidated Group Business Unit Reporting

You can now edit and build a Business Unit Tree across all the organisations in your workspace. Then, filter the consolidated group report by this tree. For example, you may have the same department in all your entities. With the help of the trees, now you can report on that department as a consolidated group from all entities.

For more details, check out our Business Unit Tree Help Note.

 

 

Who Should Attend

Anyone who’s currently uses Business Unit Selections or wants to improve their Business Unit Reporting.

  • Calxa Premier Customers
  • Users currently trialling Calxa
  • Accounting Professionals that want to use Calxa for their clients

 

 

About Product Update Webinars

Calxa product update webinars are free interactive webinars that drill into the topic of the day. For your convenience, these sessions are held in line with major software releases and presented by one of our specialists. Attendees are invited to send through their questions and participate during the Q&A session.

If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at our latest change logs to keep up-to-date with new feature releases.

 

 

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.

We understand people learn in different ways. Therefore, we provide you with various learning options.

  1. Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
  2. If you can’t attend our live webinars, watch these recordings of Reporting BasicsBudgeting Basics and Cashflow Basics.
  3. Or book an onboarding session with our support team to ask those questions important to you.

 

Please reach if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.

Details

Date:
3 November
Time:
11:00 am - 11:30 am AEST
Cost:
Free
Event Category:

Venue

Webinar
At Your Desk

Organiser

Calxa
Phone:
1800 733 149
Email:
events@calxa.com