Web Chat: Mid-Year Budget Review
18 November @ 11:00 am - 11:30 am AESTFree
Save time on your mid-year budget review with Calxa’s advanced budget features. In this Web Chat we’ll look at tools such as the Budget Factory and Budget Import as well as how to present budget reports for different audiences.
How to do a Mid-Year Budget Review
The Calxa team will share with you some tips on how to approach a mid-year budget review. You will learn how to apply:
- Budget Factory
- Budget Export and Import
- Edit and fine tune using the budget editor
- Manage budget versions
- Key reports to present budgets
Who Should Attend this Mid-Year Budget Review
Anyone who’s needs to manage their short-term cash flow 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.
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.
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.