Calxa allows comments to be added on detail accounts for each budget period, allowing you to make notations about your assumptions or to collaborate during your budget building process.
In this help article, we look at how to add and edit budget comments as well as how to run the Budget Comments report. This report can be used to collate all your financial year's comments into a single report.
Insert Comments
Select a single cell or range of cells. Hold the left mouse button down and drag horizontally and vertically until the range you wish to select is highlighted.
Click the 3 dots menu to find available actions.
Select Insert comment.
In the text box provided type your comment and click the Save icon.
Cells with comments added have a yellow underline as shown below.
Hover your mouse over a cell with a comment to view the comment as a tool tip.
Edit or Delete Comments
Select a single cell or range of cells that contain comments. To select hold the left mouse button down and drag horizontally and vertically until the range you wish to select is highlighted.
Click the 3 dots menu to find available actions.
When comments have already been entered the edit comment options are immediately displayed.
You can edit the text and Save as per Insert Comment above or use the Delete icon to delete all comments in the range.
Report on Comments
Now that you have comments on your budget values you may wish to provide these comments as an addition to your Report Bundle.
Run the report called Budget Comments. See Select Report Template for instructions.
To add this to a bundle, see Add a Report to a Bundle.