Cash Flow Basics with Calxa Video

Now that you have signed up for Calxa, it’s time to get started. The Cash Flow Basics Webinar recording is a quick online session that builds on the Reporting Basics and Budgeting Basics sessions to help you create a cash flow forecast and deliver 3-way forecasts.

Learn About

  1. How to set up your Cashflow Settings for Payment Timing
  2. Create P&L and Balance Sheet Budgets
  3. Present 3-Way Forecast Reports


Who Should Attend the Cashflow Basics Webinar

Anyone who wants to learn how to use Calxa and has:

  • Signed Up for a Trial
  • Just bought Calxa
  • Joined a Finance Team using Calxa


After this Cashflow Basics session, you will be able to prepare cashflow forecasts and deliver 3-way forecasts. You will be able to deliver these forecasts automatically using the Calxa workflow functionality.

If you didn’t get a chance to join our other webinars, watch these recordings Reporting Basics and Budgeting Basics to fast-track your learning.