Web Chat: The Ins and Outs of a Manual Organisation
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.
Watch the Ins and Outs of a Manual Organisation Video
This manual organisation video will show you how you can get started with a manual organisation. It will cover:
- Setup from basic creation to detailed configuration
- Best order for importing data, including opening balances
- Options for importing actuals
- Using reports to review and check imported data
- Efficient copy of setup for another organisation
Who Should Watch the Manual Organisation Video?
Above all, anyone who wants to maximise Calxa with a manual organisation should attend. Watch this video if you:
- Are thinking of setting up a manual organisation in Calxa
- Want to optimise an existing manual organisation
- Need to combine divisional data across multiple organisations
- Produce budgets and reports for clients
About Web Chats
Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different. In particular, attendees are invited to send through their questions and participate during the Q&A session.
If you can’t make it, register anyway to receive a recording of this session. In addition, have a look at the upcoming Web Chats to see what topics are going to be discussed.
We understand people learn in different ways and provide various learning options. Firstly, have a look at our online help desk which is stocked with help notes, training videos and event recordings. In addition, you can book an onboarding session with our support team to ask those questions important to you. Above all, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB as well as ERP systems such as Acumatica, NetSuite and Business Central are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. Similarly, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. As a result, good financial reporting helps organisations and key stakeholders make better decisions.