Is there a Questioning Culture in Your Organisation?

Is there a Questioning Culture in Your Organisation?
If not, you may be missing out.

Article first published on OPTIMUM NFP's blog in 2016 Change management is at the forefront of many organisations. As funding changes determine a business-like approach to every day operations, empowering the organisations with strong leadership is essential. An Expert in this field, David Rosenbaum challenges our thinking.   Permission was given by author for this article to be...

Auto-Budgets to make Getting Started so Easy

Auto-Budgets to make Getting Started so Easy
Plus tweaks to the NDIA Bulk Claims and new Cashflow Options

Our next update at the end of the month will give you more options in fine-tuning your cashflow and an automatic budget with every new organisation – so you can produce reports instantly.   Auto-Budget When you connect to your accounting data we will now automatically create a budget version and populate it with the previous year’s numbers. Then, in the Report Bundles, when you’re...

Choosing your Forecasting Tool

Choosing your Forecasting Tool
Preparing Cashflow Forecasting in a spreadsheet is hard work.

Forecasting cashflow is hard work in a spreadsheet. Or, more precisely, forecasting cashflow well is hard work in a spreadsheet. The traditional method of managing timing of debtors and creditors, for example, is to make simplistic assumptions that everything is paid in 30 days or 60 days and then it’s easy to link to the previous column or the one before that. There are a myriad of tools...

IMPORTANT: Changes to Calxa Licencing Terms

IMPORTANT: Changes to Calxa Licencing Terms

As our business and products evolve from a desktop to an online environment, we need to make changes to the terms under which we operate.   These terms outline what you, as the user of our products, can expect from us.   We’ve tried, as much as possible, to keep the terms in plain English but your feedback is most welcome if anything isn’t clear.   A Summary of the...

Budgets: A GPS for your Business

Budgets: A GPS for your Business
How budgets guide your business to your planned destination.

A wise man once described accounting as like driving a car using only the rear-view mirror. It gives you a good idea of where you’ve been but very little indication of where you are going or what twists and turns may be on the road ahead. That wisdom came from no other than John Birse of Jim’s Bookkeeping fame.   The Destination is what Counts Budgets are the GPS your business needs...

Early Adopters to get Performance Improvment

Early Adopters to get Performance Improvment
Re-developed back-end infrastructure ensures scalability of Calxa Online

Whilst most of us have been spending time in the pool and playing cricket in the back yard, our Dev team has been most diligent.  Infrastructure Re-Design Our developers have been busy working on the back-end infrastructure of Calxa Online and have enabled some important improvements to performance, especially with updating from your accounting system and retrieving and saving data...

Winners really are Grinners

Winners really are Grinners
Great to see so many Calxa Friends being awarded for their efforts.

It was no surprise to see Calxa customers Delphis Australia taking out some well-deserved accolades at the recent inaugural Central Coast Aged Care and Disability Achievements Awards. Their services to the community were acknowledged in a number of areas. Barbaranne Chalmers won Home Care Employee of the Year whilst Shirley Peck was selected Volunteer of the Year. Delphis Australia’s Memory...

Building Calxa Online - the Diaries

Building Calxa Online - the Diaries
A progress report and recount of challenges and excitements by the Calxa Team.

Intro Going from legacy desktop software to cloud app is an interesting journey. We're not sure what is easier: designing a new app starting with a blank sheet of paper or converting a rich and functional application to the online platform. Either way for the Calxa team these are exciting times and an opportunity to do things better this time round. Each week bears fruit highlighting the...

Flying under the ATO Radar

Flying under the ATO Radar
The last thing any business wants is a knock on the door from the Tax Man.

The Australian Taxation Office (ATO) sets standard industry benchmark ratios to give them an indicator of businesses that may be doing some creative accounting. So the key thing is to be aware of how NOT to fall outside these benchmarks. This may affect retailers and businesses that receive payments for goods and services in cash. It is this 'cash economy' the ATO doesn't like as it...

There are NO Silly Questions

There are NO Silly Questions
Some great take-aways from the ASK ACNC Session in Townsville.

The Australian Charities and Not-for-Profit Commission (ACNC) has been travelling around Australia delivering their ‘Ask ACNC’ workshops. The seminars provide an overview of governance standards, charity obligations as well as a guide to financial literacy and are well worth attending.   The message from the Top At the Townsville session, David Locke, Assistant Commissioner Charity...

Automating your Advisory Practice

Automating your Advisory Practice
Compliance vs Advisory

Everyone’s talking about accountants moving away from compliance and towards business advice but how many are actually doing that and how easy is it? Calxa CEO Mick Devine remembers similar discussions at his first meeting as a newly-qualified CPA almost 30 years ago. He says, “Back then it was mostly just talk. The technology wasn’t easily available to give clients up to date, relevant...

Calxa Online to turn Heads

Calxa Online to turn Heads
Brief look at the Cloud App Roadmap.

Working on our online app has been as much a reflective process as it has been a revelation. The world online is infinite and is going to afford us a platform to deliver a great product in return. Our team is really embracing the upcoming changes, we hope you our partners and customers will too. So here is a bit of a preview of the Roadmap ahead.   December 2016 In December we’ll...

See the Bigger Picture

See the Bigger Picture
The upcoming Calxa Update will deliver more planning reports.

The next software update is not far away. We have it planned to go live for the week of the 7 November. We’ve got new report templates, new budgets and better delivery of scheduled reports. For those of you using MYOB 19.13, we’ve included the new MYOB ODBC driver to make installation easier on computers without MYOB.   Multi-Year Report Templates While we’ve always had the...

Mitigating Risk for Specialist NDIS Accommodation

Mitigating Risk for Specialist NDIS Accommodation
How Specialist Disability Accommodation Providers can manage financial risk.

With the release of the Specialist Disability Accommodation (SDA) Policy Framework earlier this year, the NDIA clearly set the parameters for these services. While the sector welcomes this provision, one risk in particular, has become apparent. The release of the housing policy paper states that providers will only be paid if an NDIS participant with an SDA (Specialist Disability...

Storytelling with Numbers

Storytelling with Numbers
Is 'Reporting' storytelling or is 'Storytelling' reporting?

You are forgiven if you have a position either way. Delivering financials can be the mother of all stories. It’s just that it uses numbers as its basis and is delivered with the medium of spreadsheets, charts and graphs. A language not everyone is familiar with. Financial reports are stories on which the reader bases their opinions, perception, perspective and most importantly decisions. So...