Web Chat: Business Unit Reporting

Calxa has got you covered when it comes to reporting by department, division, cost centre, program, project or region. This Business Unit Reporting webinar will showcase some advanced capabilities. Calxa enables you to budget and report on the detail level as well as consolidate and summarise your business units. To harness the full power of the reporting engine, you can now include the intersection or combination of multiple Xero Tracking Categories or QuickBooks Departments and Classes. Join us to find out how you can use these features to improve your Business Unit reporting.

What You Will Learn in this Business Unit Reporting Webinar

The Calxa team will share with you some tips with you. For instance, you will learn actionable points like:

• The accounting setup
• Business Units and Combinations in Calxa
• Report Selections and Consolidations
• Business Unit Reporting Showcase

Who Should Attend this Business Unit Reporting Webinar

Anyone who’s needs to budget and report by business units should attend this business unit reporting webinar.

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

About Web Chats

Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, group consolidations, budgeting, KPI and management reporting. For your convenience, these sessions are held monthly and are 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 the upcoming Web Chats to see what topics are going to be discussed.

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 Basics, Budgeting 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.