Reporting for Business Central

Manage your cost centre budgets and prepare cash flow predictions. Add KPIs and non-financial metrics to your reports to get insights into all aspects of your business.

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Powerful Management Reporting

Award-winning budgeting and cash flow forecasting software

Cashflow Forecasts Made Easy

To create a cashflow forecast, simply create your list of accounts. Then select your payment cycle for taxes like GST/VAT and PAYG/PAYE and for your Superannuation/Pension Fund or Kiwi Saver. We manage the timing of payments and receipts based on your current debtors and creditors. Add in a budget for the profit and loss accounts and the balance sheet (we handle the hard accounts there) and your full 3-way forecast is ready to go.

Cost Centre Budgets

All you need to do is create your Business Units, enter their budgets and roll it up into a company budget. You can deliver better budget management and run reports across financial years and many years ahead. Set granular permissions for various stakeholders within your organisation. Format your reports to help you better see departmental performance, track funding streams or acquit grants. Have control over your unspent budgets at all times.

Track Performance with KPIs

Some of the most powerful business insights are Key Performance Indicators (KPIs). We have designed some standard ones we think are useful, but you can supplement these by creating your own. Imagine tracking your core business targets each month. Not-for-Profits can display impact metrics relating to their programs. Whilst, restaurants and cafes can check food cost percentages. Retailers monitor Average Transaction Values and more.

Group Consolidations to Save Time

Get a birds-eye view of your group of companies. Prepare consolidated financial statements displaying Profit & Loss, Balance Sheet and Cash Flow Forecast reports across unlimited companies. Once you’ve set up your accounts, you can use our Account Trees to create a common accounts list across all entities. Over 170 foreign currencies provide the platform for multi-currency consolidations. Easily handle inter-company eliminations and partial ownership in Calxa.

Report Automation

Calxa will help you automate your end-of-month management reporting process. Choose from over 200 reports and charts using Calxa. Don’t be limited by your chart of accounts, simply add headers to re-order and summarise your data. Now add a cover page and some notes and schedule them to be delivered to your inbox each month. Create workflows to deliver your reports to stakeholders while they are sleeping.

Works with Business Central

Connecting to your work in Business Central, we will bring in your Accounts, Budget Entries, Dimensions & Dimension Values, General Ledger Setup and Entries as well as VAT Product Posting Groups.

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Calxa's Flexible Reporting Engine

Use Calxa’s powerful budgeting engine to set up your forward looking plans. Once set, simply let Calxa do the hard work for you and deliver your reports automatically each months.

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200+ Pre-built Templates

Select from the many reports - line charts, bar graphs, number reports, pie or waterfall charts.

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Re-arrange Structure

Re-group your chart of accounts to summarise and simplify your reports for the various audiences.

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REPORTS YOU WANT & NEED

Easily insert your logo and brand colours. Build your own reports and add / remove columns.

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Package and Auto-Deliver

Batch reports into a Bundle, add a cover page, do some annotations and automate the delivery.

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The Output to Enhance your Business Central

We designed and built this app for the end-user. Our top criteria is ‘Must be Easy’.

Graphs

Visual data helps highlight patterns and trends. It makes it easy for the non-accountants and helps them to understand how things are going.

Traditional Reports

Sometimes you need to check in on the detail. There is nothing like a numbers report to expose the intricate detail and help find the variances.

Summarised Version

For the less savvy report audience, a summarised version helps to get a good snapshot of the situation.

Where Did Our Money Go?

Calxa’s flagship report answers some hot questions like how the timing difference between making a profit doesn’t always result in an increased bank balance.

Check the Reports

NetSuite Limitations Sorted!

Initially, Carlisle Health started off using Calxa as a reporting tool to consolidate their 2 Xero entities. As the business grew, this evolved and they made the move to NetSuite for some of their businesses. As is to be expected, they encountered challenges and some hurdles along the way. Good that Calxa could help overcome some of these.

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Ditching the Excel Tool

Like many not-for-profit organisations, Leisure Networks was being challenged by the introduction of the National Disability Insurance Scheme (NDIS). To manage the new funding model it looked and reflected within to set some key strategic goals. Some of these naturally involved the finance department: from the tools used to improve their customers’ experience to those they needed to stay on track and remain sustainable.

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67-Page Report with 1 Click

Finance Manager, Nadelle Manners, needed to provide better reports to her board and managers – both for better decision-making and to improve transparency in the organisation. The previous spreadsheets the organisation used to produce budgets were complex and unwieldy and there were limitations on the information they could extract from them. Lack of an accurate and regular cashflow forecast left the organisation exposed to some risk.

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Our Customers Love our Reports

Our app has grown from thousands of our customers feedback

"We realised the functionality of NetSuite wasn't what our decision-makers and business needed. Calxa could bridge that gap."

Tom Young

General Manager, Acquisitions & Finance, Carlisle Health

"Great software to use for any type of reporting requirements. The software is intuitive and easy to use with great self help videos and also very timely responses to live online queries. Great product and great service :)"

Serneste Mare

Finance Manager Australia, Hillsong Church

"Some of the key changes we have seen out of the NDIS are around systems and processes … Calxa is a Key part of our integrated management system."

Libby Mears

CEO, Leisure Networks

Try Calxa Free for 30 Days

Calxa is the leading financial reporting software for businesses, not-for-profits and accountants.

Use Demo Data to test-drive Calxa to see how you can deliver budget and forecast reports.

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