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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-2/2026-10-21/
LOCATION:Webinar\, At Your Desk
CATEGORIES:Getting Started
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DTSTART;TZID=Australia/Brisbane:20261021T110000
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DTSTAMP:20260923T044227Z
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UID:10001746-1792580400-1792582200@www.calxa.com
SUMMARY:Web Chat: The Power of Business Unit Reporting
DESCRIPTION:Use the power of Calxa to summarise and report on your cost centres\, departments\, locations\, programs and other activities. From leveraging your Xero Tracking Categories\, MYOB Jobs\, QuickBooks Classes or similar ERP structures\, Calxa’s Business Units are a powerful tool working for you. Simply report on a single business unit\, a group\, or all. Even across multiple companies or platforms. \n  \n  \nWhat you will learn in the Business Unit Reporting Web Chat\nRegister for this session to see how you can build powerful business unit trees that will make your reports more relevant to your audience. This session will cover: \n\nReporting on a single business unit\nCreating business unit trees for grouping cost centres in a variety of constellations\nPulling together your departments across multiple organisations in a group\nUsing a combination of organisations and departments in Multi Org consolidations\nSee report template examples to display your activities side-by-side or row-by-row\n\nOur Web Chats are interactive sessions where you will have an opportunity to ask questions along the way. \n  \nWho Should Attend the Business Unit Reporting Session\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\nPrepare funding reports for grant providers\nReport to management with comprehensive reports on departments and activities\nNeed to combine divisional data across multiple organisations\nWant to deliver detailed and relevant 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 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. \nEach 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. \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  \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. 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 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-the-power-of-business-unit-reporting/2026-10-21/
LOCATION:Webinar\, At Your Desk
CATEGORIES:Web Chats
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