How are budget changes saved and managed in Calxa?
When working with budgets in Calxa, it is important to understand how changes are saved to ensure data accuracy and prevent loss. The platform offers an automatic saving feature for budget edits, but some actions may require your attention to ensure updates are stored correctly.
Automatic Saving for Budget Changes
Calxa automatically saves all changes made in the Budget screen, so you do not need to manually click a save button after every edit. This functionality helps streamline your budget editing process and minimizes the risk of losing data due to human error.
Steps to Ensure Your Changes Are Saved
Although Calxa handles saving automatically, you must complete certain actions to ensure your edits are locked in:
Navigate Out of Edited Cells: After making changes to a budget cell, browse out of the cell to confirm that the edit is registered. This can be done by clicking on any other area of the screen, such as the white space, before navigating to another page.
Avoid Fast Navigating: Ensure you take a moment to leave the edited cell properly before switching screens to prevent unfinished edits.
These steps help lock in your changes and avoid accidental data loss.