Calxa

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.

In this 5 Steps to 3-Way Forecasting webinar you will learn an easy way to prepare a 3-Way Forecast without using complex spreadsheets. In other words, you will learn the 5 steps to 3-way forecasting in Calxa. You will be able to follow each step and learn what you need to do this at your desk.

Metrics can be used as drivers to calculate values for your Budgets or KPIs. Especially non-financial metrics are valuable when including in reports to track the output, outcome and impact of funded programs. Simply include non-financial information within your reports to help tell the story of your organisation’s performance.

To budget for next year is all about preparing for the expected and the unexpected as realistically as possible in the fastest time possible. You will enjoy this ‘Budget for Next Year’ webinar as the perfect walk-through to help you prepare your budgets for upcoming financial year. In particular, you will learn the best way to save time in Calxa to budget for next year. On top of that, you will learn some tips and tricks to this usually time-consuming task.