Web Chat: Impress with Reports
18 March @ 11:00 am - 11:30 am AESTFree
See how Calxa can help you impress your audience and learn about management reporting. Whether they are for your boss, yourself or your client, having the right information is vital to running any organisation. In line with this, we’ll suggest some useful management reports for any business and how to tailor them to give you exactly what you need.
Learn about Management Reporting
The Calxa team will share with you some tips on how to impress with reports and delight your audience. You will learn actionable points like:
- The basic reports that everyone should review
- Reports for planning and decision-making
- Getting the right level of detail
- Personalise with KPIs
Who Should Attend
Anyone who’s needs to prepare regular management reports should attend.
- 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, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different. 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. Have a look at the upcoming Web Chats to see what topics are going to be discussed.
We understand people learn in different ways and provide various learning options. Have a look at our online help desk which is stocked with help notes, training videos and event recordings. Or book an onboarding session with our support team to ask those questions important to you.Start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting and KPIs, intelligently. 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. Use Calxa for short or ling-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. Good financial reporting helps organisations and key stakeholders make better decisions.