You can now merge any scenario into one or more budgets. Merging adds the scenario’s values into the target budget. Before you confirm the merge, Calxa checks for potential conflicts, such as formulas in both the scenario and the budget and gives you options to resolve them, such as keeping budget formulas or combining values only.

See the Merge Scenario help article for full details.

Snapshots let you capture a point‑in‑time copy of your budget so you can roll back to it later. When you merge a scenario, Calxa now takes an automatic snapshot of the target budget. We plan to extend this to other major processes, such as Budget Factory and Imports, so you’ll always have a safety net before large changes.

You can also create your own custom snapshots at any time. We’ll retain these for 12 months as restore points. Note that snapshots only restore data; they can’t recover deleted business units, accounts or metrics, and will only restore values to the entities that still exist.

See the Budget & Scenarios: Snapshots help article for full details.

When syncing an organisation, you’ll now see the sync steps and a progress bar directly within the Organisation Sync menu. Previously, this detailed information only appeared when navigating to organisation specific settings.

For accounting systems that support transaction mode, where the initial transaction import runs as a background process, we now also display progress indicators for that background sync. These improvements give you clearer visibility into all in‑progress data syncing.

As part of this update, we’ve also centralised sync settings that were previously scattered across multiple locations.

For more information, see the following help articles: