Web Chat: Mid-Year Budget Review

Use Calxa to save time on your mid-year budget review using advanced budget features. In this Web Chat we’ll look at tools such as the Budget Factory and Budget Import. In addition, you will learn how to present budget reports for different audiences.

For your information, this Mid-Year Budget Review video is about 30 minutes and shows screenshots of the Calxa software to guide you.




Watch this Mid-Year Budget Review Video and Learn

The Calxa team will share with you some tips on how to complete a Mid-Year Budget Review. You will learn actionable points like:

  • Budget Factory
  • Budget Export and Import
  • Edit and fine tune using the budget editor
  • Manage budget versions
  • Key reports to present budgets



Who Should Watch the Mid-Year Budget Review Video?

This video recording is designed for anyone who’s wants to compare the performance to their budgets. A mid-year reflection ensures you’ve got plenty of time to get back on the right track. You will enjoy this session if you are part of any of these groups:

  • Accountants and Bookkeepers delivering Advisory Services
  • Company CFOs
  • NFP Finance Officers that need to manage budgets
  • 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.