Web Chat: Summarise Reports with Account Trees
This month’s Web Chat is focused on reporting. Calxa’s Account Trees help you group your accounts and deliver more concise financial information.
- You can easily summarise reports by creating new headers and mapping your chart of accounts under each.
- Create powerful reports by inserting calculated rows, KPIs or additional sub-totals into your accounts list.
If you want to deliver more concise reports, combine data across multiple companies or work with Xero and its flat accounts list, this session is a must.
Watch the Summarise Reports Video
This Summarise Reports Video will show you how to present your financial information in a summarised structure depending on your audience. The session includes how you can:
- Set up account trees to use on all your reports or have different versions for specific reporting needs
- Map accounts under your new headers
- Nest headers to create different levels of report detail
- Expand and contract data and report on the various levels
- Create common account structures and duplicate across multiple files
- Use headers to group elimination entries for easy reconciliation of inter-company movements
- Add a calculation row to create sub-totals
- Include in line Metrics or KPIs
- Und use preferred labelling
- Export and work in Excel and then import it back into Calxa if you have a large Chart of Accounts
Who Should Watch the Summarise Reports Video?
Above all, anyone who wants to maximise Calxa with Account Trees should attend or if you:
- Want to report on departments defined in your Chart of Accounts
- Consolidate financial reports across many organisations
- Produce 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.