Case Study – Southern Shoalhaven Meals on Wheels

Voluntary management committee or not, the reporting task to responsibly manage both the funding as well as prepare acquittals to the Government departments is no less taxing than it is for larger charities.

Extra Twist with NDIS Rollout

Now with the rollout of the NDIS, the finance task just got an extra twist putting additional dimension to the already busy Treasurer role.

The Solution

Adding Calxa to the existing MYOB systems, provides another dimension to the monthly report delivery.

Building Program Budgets

Whilst transactions are allocated to the various funding sources during the month, building program budgets and being able to track the unspent component is vital. So, doing this by automating the population of actuals out of the accounting system without double entering this in spreadsheets is the first step in reducing the time it takes.

Managing NDIS

To manage the transition to the NDIS, unit costing will be crucial in identifying the costs of the various organisational activities to ensure sustainability.

Efficiency gains

Accounts / Food Services Co-ordinator, Vicki Love, says,

“As a small not-for-profit we welcome any assistance we can get and I really think that Calxa will make a difference to our treasurer and make it easier to meet our reporting needs.”

Good Governance

Dedicated Treasurer, John Hayes, is a recipient of the 2015 Commonwealth Bank Treasurers Award. He has been instrumental in streamlining the organisations’ practices over the past 6 years. Adding Calxa to his arsenal of tools, demonstrates further his and the organisation’s commitment toward good financial practice.