Web Chat: The Ins and Outs of A Manual Organisation
Manual organisations are a great alternative if you have an accounting system that is not supported by Calxa’s direct integration. It’s a way of accessing Calxa’s powerful budgeting and reporting capabilities regardless. If you have more complex elimination needs for your consolidated group, setting up a manual organisation will provide a useful option for you. And then, there are other reasons for using manual organisations.
What you will learn in the Manual Organisation Web Chat
Register for this session to see how you can get started with a manual organisation. This session will include:
- Setup from basic creation to detailed configuration
- Best order for importing data, including opening balances
- Options for importing actuals
- Using reports to review and check imported data
- Efficient copy of setup for another organisation
Our Web Chats are interactive sessions where you will have an opportunity to ask questions along the way.
Who Should Attend this Manual Organisation Session
Attend this Web Chat to learn more on how to solve specific problems with Calxa, get an update on the latest features and maximise the power of Calxa software. This session is perfect for you if you:
- Are thinking of setting up a manual organisation in Calxa
- Want to optimise an existing manual organisation
- Need to combine divisional data across multiple organisations
- Produce budgets and reports for clients
About Web Chats
You will find these free Web Chats introduce the way Calxa can assist your finance team with providing information to management and stakeholders in a concise and consistent format that is easy to read and understand at every level through a range of Dashboards, Charts and Financial Reports.
Each Web Chat focuses on a different solution or a new way of preparing information for different audiences, 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. If you’re using an ERP system, Calxa can link directly with MYOB Acumatica, Microsoft’s Business Central and NetSuite.
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, tracking of cost centre performance and consolidation of multiple companies. 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.
- Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
- Join us for our weekly and monthly live webinars. You can register here.
- If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
- Or book an onboarding session with our support team to ask those questions important to you.
Please reach out 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.