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DTSTART;TZID=Australia/Brisbane:20260916T100000
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SUMMARY:Budgeting Basics
DESCRIPTION:Now that you have signed up for Calxa\, it’s time to get started. The Budgeting Basics webinar is a first point to getting started with Calxa. This online session is aimed at helping you set up your budgets. \nThe best part is that you can learn at the comfort of your own desk. \n  \n  \nLearn About\n\nHow to import existing budgets from Excel or your accounting system\nUse the Budget Factory to create multiple business unit budgets and years at once\nEnter and edit budgets manually\nManage Budget Versions\nPrint your Budget\n\n  \nWho Should Attend the Budgeting Basics Webinar\nAnyone who wants to learn how to use Calxa and has: \n\nSigned Up for a Trial\nJust bought Calxa\nJoined a Finance Team using Calxa\n\n  \nAfter this session\, you will be able to prepare program and cost centre budgets. You will use a quicker and faster way to prepare next year’s budgets using the Calxa functionality. The Budgeting Basics Webinar will help you set up a new version to re-forecast your budget throughout the year. \n  \n  \nLearning Calxa\nWe understand everyone learns differently. If you are at the beginning of your Calxa journey\, we give you different learning options. \n  \nGetting Started Webinars\nMake sure to register for these other weekly webinars. \nTuesdays: Reporting Basics \nThursdays: Cashflow Basics and Dashboard Basics \n  \nOne-on-One Session\nIf you want us to review your set up or discuss your specific requirements\, simply book a 20-min session with our team: \nCalendar for people exploring Calxa with a Trial \nCalendar for existing Calxa customers \n  \nOnline Resources\nIf you prefer to set your own time and pace\, check out our learning resources: \nGetting Started Page \nCalxa Resources \nHelp Centre \nVideo Tips \n  \n  \nAbout Calxa\nCalxa 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. \n  \n 
URL:https://www.calxa.com/event/budgeting-basics-2/2026-09-16/
LOCATION:Webinar\, At Your Desk
CATEGORIES:Getting Started
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DTSTART;TZID=Australia/Brisbane:20260916T110000
DTEND;TZID=Australia/Brisbane:20260916T113000
DTSTAMP:20260512T041124Z
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UID:10001707-1789556400-1789558200@www.calxa.com
SUMMARY:Web Chat: Summarising Reports with Account Trees
DESCRIPTION:This month’s Web Chat is focused on reporting. Calxa’s Account Trees help you group your accounts and deliver more concise financial information. \n\nYou can easily summarise reports by creating new headers and mapping your chart of accounts under each.\nCreate powerful reports by inserting calculated rows\, KPIs or additional sub-totals into your accounts list.\n\nIf you want to deliver more concise reports\, combine data across multiple companies or work with Xero and its flat accounts list\, this session is a must. \nREGISTER HERE \n  \n  \nWhat you Will Learn in this Web Chat\nRegister for this session to see how to present your financial information in a summarised structure depending on your audience. The session will include how you can: \n\nSet up account trees to use on all your reports or have different versions for specific reporting needs\nMap accounts under your new headers\nNest headers to create different levels of report detail\nExpand and contract data and report on the various levels\nCreate common account structures and duplicate across multiple files\nUse headers to group elimination entries for easy reconciliation of inter-company movements\nAdd a calculation row to create sub-totals\nInclude in line Metrics or KPIs\nUnd use preferred labelling\nExport and work in Excel and then import it back into Calxa if you have a large Chart of Accounts\n\nOur Web Chats are interactive sessions where you will have an opportunity to ask questions along the way. \n  \n  \nWho Should Attend this Web Chat?\nAttend 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: \n\nWant to report on departments defined in your Chart of Accounts\nConsolidate financial reports across many organisations\nProduce reports for clients\n\n  \n  \nAbout Web Chats\nYou will find these free Web Chats introduce the way Calxa can assist your finance team. In particular\, your team may enjoy the ability to provide information to management and stakeholders in a concise and consistent format. After all\, this makes it easy to read and understand at every level through a range of Dashboards\, Charts and Financial Reports. \nEach Web Chat focuses on a different solution or a new way of preparing information for different audiences. To help you out\, these sessions are held monthly and are presented by one of our specialists. An an attendee\, you are invited to send through your questions and participate during the Q&A session. \nIf 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. \n  \n  \nAbout Calxa\nCalxa 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. \nThe professional presentation of your management reports will impress your boss\, the board\, clients and bank manager. Essentially\, 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. \nWe understand people learn in different ways. Therefore\, we provide you with various learning options. \n\nHave a look at our online help desk which is stocked with help notes\, training videos and event recordings.\nJoin us for our weekly and monthly live webinars. You can find the right event and register here.\nIf you can’t attend our live webinars\, watch these recordings of Reporting Basics\, Budgeting Basics\, Cashflow Basics and Dashboard Basics.\nOr book an onboarding session with our support team to ask those questions important to you.\n\nPlease 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. \n 
URL:https://www.calxa.com/event/web-chat-summarising-reports-with-account-trees/2026-09-16/
LOCATION:Webinar\, At Your Desk
CATEGORIES:Web Chats
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