Web Chat: Budget for Next Year Video

This video will give you a perfect walk-through to setting up your budgets for the next financial year. In particular, you will learn the best way to saving time in Calxa so you get this job done quickly.

The Budget for Next Year Video will focus on how you can prepare for the expected and the unexpected as realistically as possible in the fastest time possible. 

Watch Budget for Next Year Video and Learn

You will enjoy this ‘Budget for Next Year Video as the perfect walk-through to help you prepare your budgets for the upcoming financial year. In particular, you will learn the best way to save time in Calxa to budget for next year. On top of that, you will learn some tips and tricks to this usually time-consuming task.

The Calxa team will explain to you in laymen’s terms how you can effectively use the budget builder and budget formulas. In particular, during this Calxa Web Chat, Budget for Next Year Video, you will learn actionable points on:

  • Use the Budget Factory to set up your first draft budget for next year
  • Export and Import your complex calculations
  • How to delegate to your team and empower them
  • Get the balance sheet budget right
  • Approve and lock your approved budgets
  • Prepare your new budget version for a current forecast


Who Should Watch the Budget for Next Year Video?

Above all, anyone who’s needs to prepare regular management reports and wants to compare budgets for next year.

  • NFP Finance Officers that need to match their Board Reports
  • Board Members who want to better govern their management team
  • Accountants and Bookkeepers delivering Advisory Services
  • 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.