Web Chat: Mid-Year Budget Review

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

The Mid-Year Budget Review Webinar is designed for anyone who’s wants to compare the performance to their budgets. A mid-year reflection ensures you’ve got plenty of time to get back on the right track. You will enjoy this session if you are part of any of these groups:

• 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.