Web Chat: Business Unit Reporting

Calxa has got you covered when it comes to reporting by department, division, cost centre, program, project or region. You will find, this Business Unit Reporting recording showcases some advanced capabilities. Essentially, Calxa enables you to budget and report on the detail level as well as consolidate and summarise your business units. To harness the full power of the reporting engine, you can now include the intersection or combination of multiple Xero Tracking Categories or QuickBooks Departments and Classes. Watch this recording on how you can use these features to improve your Business Unit reporting.

For your information, this Business Unit Reporting video is about 30 minutes and shows screenshots of the Calxa software to guide you.




Watch this Business Unit Reporting Video and Learn

The Calxa team will share with you some tips on how to budget and report at the Xero tracking category level or on QuickBooks classes. You will learn actionable points like:

  • The Accounting Setup
  • Business Units and Combinations in Calxa
  • Report Selections and Consolidations
  • Business Unit Reporting Showcase


Who Should Watch the Business Unit Reporting Video?

Above all, anyone who needs to prepare regular management reports should attend.

  • Accountants and Bookkeepers delivering Advisory Services
  • Company CFOs that want to impress the Bank Manager
  • NFP Finance Officers that need to extend their Board Reports
  • Calxa Premier Customers
  • Users currently trialling Calxa



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 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.