This Calxa import and export session will show you how sometimes importing and/or exporting data can be the most effective way to maximise your use of Calxa. Whether you are bringing in your initial data or updating existing settings, the Calxa import and export functions can help you.

In this Web Chat you learn how to utilise the Calxa Dashboards to show quick references and snapshots. They can be shared with your audience.

This month's Web Chat is focused on reporting. Calxa’s Account Trees help you group your accounts and deliver more concise financial information. You can easily summarise reports by creating new headers and mapping your chart of accounts under each. Create powerful reports by inserting calculated rows, KPIs or additional sub-totals into your accounts list. If 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.

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.

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.