How to efficiently apply Formulas across multiple Business Units in Calxa
Managing budgets and reports across multiple business units in Calxa often requires the application of consistent formulas. For example, if you are calculating Superannuation as a percentage of total remuneration, Calxa offers features to streamline this process.
Applying a Superannuation Formula Across Multiple Business Units
To apply a Superannuation calculation or similar formula efficiently across business units:
Navigate to the Budget Screen within Calxa.
From the left-side menu, select the Superannuation Expense account or relevant calculation account.
In the table that displays business units as rows for the selected account, select all business units simultaneously by clicking and dragging your cursor.
Click on the Formula Button in the interface.
Enter the required formula. The system will automatically pull the source data (e.g., remuneration details) from the respective business units.
This process ensures that the formula is set up once and instantly applied to all relevant business units, eliminating the need for separate entries.
Tips for Efficient Formula Application
Review Calculations: After applying or entering formulas, review the results for a sample of business units to ensure accuracy.
Applying formulas seamlessly across business units in Calxa allows you to focus more on analysis and decision-making rather than repetitive data entry.