Calxa

Online Document Editor for your Reports

Online Document Editor for your Reports
Latest Calxa Online update delivers report improvements and admin features.

Ho Ho Ho ... The latest round of new online features have just been released in time for Christmas and oh what joy it will bring. The Report Bundle Document Editor will allow you to be creative by adding cover pages and editing them straight in your browser app. Along with the first step of our new self-service billing portal which will see you managing your subscriptions and more with a...

Reviewing your Mid-Year Budgets

Reviewing your Mid-Year Budgets
Tips on how to take stock halfway through the year

The half-way point in your financial year is always a good time to step back and review how you’re going, adjust your forecasts and plan for the rest of the year. Follow these tips to get the most out of Calxa.   Create another Budget Version – but only one! If you’ve only recently started with Calxa, you’ll probably just have an Initial Budget Version (unless you’ve renamed...

Resuscitate your Business Goals

Resuscitate your Business Goals
Thoughts from a Calxa Partner: Collaborate to Motivate

Article first published by Chamber of Commerce WA Business Pulse Magazine in May 2017. Setting goals is the starting point of knowing where a business stands. It then is important to put good tracking systems in place to check in on the goals. Tracey Loubser, a Calxa Partner and the founder of multi-award winning business, Confident Cashflows has some tips on how to...

Better Manage Calxa Client Subscriptions

Better Manage Calxa Client Subscriptions
New Admin Area in Calxa Online provides visibility of Client Subscription

Many of you manage subscriptions for both your own practice and for your clients. We’re busy working on making this easier for you. The first step (being able to view your subscriptions) is up and running and there’s more to come in the next few weeks.   What you can do now In the Admin area, you can see each subscription and the workspaces that are attached to it. Think of a...

Calxa Trials are still Available

Free Trial Sign Up Form undergoing maintenance

You have landed here because you are trying to sign up for a free Calxa trial. We have temporarily switched off this form while it's undergoing some security maintenance overnight, but we don't want you to go without your trial. Please send us a quick email to: Make sure to leave us the email address you want the trial to be assigned to. This will also allow us to set you up...

Financials for the Bank

Financials for the Bank
Demonstrating your viable position is important when applying for that loan.

Securing a business loan can be daunting but one of the more important functions when needing capital for growth or survival. You must demonstrate to your lending institution that your business can generate a profit and have a positive cashflow. This requires substantiating your position with a series of reports including the preparation of a 3-Way Forecast and Key Financial Ratios. Taking the...

New Help Desk for a Better Experience

New Help Desk for a Better Experience
User Experience and Searchability were the top criteria for the change.

The Calxa Team is always writing new help notes, creating tips and delivering webinars on different topics for uploading and sharing amongst Calxa users. For some time, we have been aware of the short comings of our Help Centre on the website and have been discussing, brain storming and testing different solutions. We think we have finally kicked a goal and have been madly transitioning all...

Online Features to get you Excited

Online Features to get you Excited
Software Update for November 2017 is exciting with new online features.

Our team has been beavering away on back-end technology and infrastructure for what seems like aeons but next week, we’ll be releasing online features that will make your work easier – especially those of you who want to be able to run reports from anywhere.   Bundles in the Cloud Do you have someone in your team who just needs to run some reports from time to time? Now, they...

Life After BankLink

Life After BankLink
Use Calxa to create reports similar to BankLink's

Since 1986, BankLink has been used by accountants to process client transactions. Long before the days of cloud accounting, it delivered bank transaction data and automatically coded them, saving hours of data entry. It also had very flexible reporting, giving both accountants and their clients, a good overview of business performance. Nowadays, the most common accounting applications (Xero,...

Calxa Voted Partner Choice in MYOB Community

Calxa Voted Partner Choice in MYOB Community
And the Winner is...

Last week Calxa was voted in as the MYOB Partner Choice when it comes to add-on solutions. A nice piece of crystal was presented during the gala dinner at the National MYOB Partner conference in Alice Springs. More than 180 delegates attended the 2-day event to collaborate, learn and share. For many it may have not come as a surprise as Calxa has been connecting to MYOB from its inception and...

Making Sense of Balance Sheet Budgets

Making Sense of Balance Sheet Budgets
A simple explanation of Profit & Loss movement

A cashflow forecast isn’t complete without considering what’s happening in your Balance Sheet accounts. It’s fairly straightforward to master the skills needed to put together a Profit & Loss budget, but movements in assets and liabilities are less familiar to many people. In this article, we’ll explain the principles involved, rather than all the technical details. There are 2 key...

MYOB Conference: Alice - You Beauty

MYOB Conference: Alice - You Beauty
Wrapping up the 2017 MYOB Partner Connect Conference in Alice Springs.

180 plus MYOB partners showed up for the conference (many with partners and families for an extended stay in the region). Many friends caught up to share last year’s experiences and business practices as well as reminisce over bygones. Catching up with old friends was as frequent as making new acquaintances. The place was abuzz with excitement and a great mix of old and new CCs with...

Budgeting for Income Received in Advance

Budgeting for Income Received in Advance
Accurate forecasting of grants and lump sum payments can be tricky

The Problem It’s common in some industries, and particularly not-for-profit organisations, to receive income in lump sums that covers multiple periods. Incoming grants are such an example. To accurately match this income to the associated expenditure, often the lump sum is allocated to a liability account and then journaled to an income account each month. The challenge then is to make sure...

Calxa Integration with ReckonAccounts to End

Calxa Integration with ReckonAccounts to End
Calxa no longer to support integration with Reckon Accounts.

From 15 September 2017, Calxa will no longer support integration with Reckon Accounts for new customers. Calxa will continue to integrate with Xero, QuickBooks Online and a variety of MYOB products.   It is important to note that current Calxa users integrating with ReckonAccounts are not left high and dry. Calxa CEO, Mick Devine, reassures Reckon users: "We are still committed to...

Timing Debtor & Creditor Payments

Timing Debtor & Creditor Payments
Accurate forecasts rely on getting inflows and outflows right

How does Calxa manage timing? Timing is at the heart of all cashflow forecasts. How do you predict when money will be received and payments will be made? We all know that relying on agreed payment terms isn’t realistic. You might dictate 30 day terms to your customers but, unless you have a direct debit authority, they won’t all pay exactly on day 30. Some will pay early, some on time....