New Zealand charities can save time with end of year reporting to Charity Services using Calxa’s Report Bundle Kits.

Turn on the option to see these templates:

  • In My Workspace, Settings, General, turn on the option Enable NZ Charity Reporting

Then create the Tier 3 or Tier 4 bundle from the templates:

  • Go to Reports, Bundles, Create New Bundle and select the appropriate bundle kit. Choose your organisation (if you have more than one connected) and the budget to use.

While the bundles go a long way towards delivering your reports, there is still some work to do to tailor them to your specific requirements.


Account Trees: Some of the reports use Account Trees to summarise and re-arrange the chart of accounts from your accounting system to provide the grouping necessary for these reports.


KPIs: The Statement of Service Performance uses the KPI Builder to provide the details. The details of what you're measuring should be added as Metrics and you’ll then be able to create KPIs from them to add to the report.

Set up the Account Trees

Account Trees are used to group and rearrange your chart of accounts. The report bundles include 2 Account Trees that are used in several reports.

Create each new Account Tree by copying your default account tree and then create the headers for each tree as listed below (NZ NFP Analysis and NZ NFP Reporting). Note that Tier 4 only requires the NZ NFP Reporting one. Then drag the appropriate detail accounts from your own chart onto the relevant header accounts.

Tier 3 NZ NFP Analysis

Section

Account Number

Account Name

Assets

01

Bank Accounts and Cash

Assets

02

Debtors and Prepayments

Assets

03

Inventory

Assets

04

Other Current Assets

Assets

05

Investments

Assets

06

Other Non-Current Assets

Liabilities

01

Creditors and Accrued Expenses

Liabilities

02

Employee Costs Payable

Liabilities

03

Unused Donations and Grants with Conditions

Liabilities

04

Other Current Liabilities

Liabilities

05

Loans

Liabilities

06

Other Non-Current Liabilities

Equity

Just allocate all accounts

Income

01

Fundraising Revenue

Income

02

Grants and Donations Revenue

Income

03

Fees, Subscriptions and other Revenue

Income

04

Revenue from providing other goods or services

Income

05

Interest, Dividends and other Investment Income

Income

06

Other Revenue

Expense

01

Expenses related to public fundraising

Expense

02

Volunteer and employee related expenses

Expense

03

Costs related to providing goods or services

Expense

04

Grants and donations made

Expense

05

Other Expenses

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