Web Chat: Step-by-Step Cashflow Forecasting

Calxa takes the headache out of complex calculations, timing adjustments and Balance Sheet budgets to help you deliver Cashflow Forecasts. In this Cash Flow Forecasting video, we will show you how to deliver a 3-Way Forecast with 5 easy steps (Profit & Loss, Balance Sheet, and Cashflow Forecast).

Watch this Cashflow Forecasting Video and Learn

The Calxa team will show you step-by-step how to set up your cashflow forecast. During this Calxa Web Chat Cashflow Forecasting Video, you will learn actionable points on:

  • 5 easy steps to deliver 3-Way Forecasts
  • Cashflow Settings configuration for Timing of Payments
  • Settings for more advanced cashflow scenarios
  • Presenting Cashflow Forecast Reports and Charts


Who Should Watch this Cashflow Forecasting Video?

Anyone who needs consolidated budgets and cash flow forecast reports.

  • Calxa Premier Customers with multiple entities
  • Users currently trialling Calxa
  • Accounting Professionals that want to use Calxa for their 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. 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. 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. Have a look at our online help desk which is stocked with help notes, training videos and event recordings. Or book an onboarding session with our support team to ask those questions important to you.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 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. Use Calxa for short or ling-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. Good financial reporting helps organisations and key stakeholders make better decisions.