In this help article we show you how to create an organisation and either update your actuals directly in Calxa or import them from Excel.
Note: 💬 Only a subscription Owner or Co-Owner can add an organisation to a workspace.
Start in the Admin screen
Navigate to: Settings -> Billing & Admin -> Manage Organisations
This will open the Admin screen in a new browser tab
Add your organisation
Click on Add Organisation in the left menu.
Your current usage is displayed. This is the number of organisations you have connected from the maximum available.
Tip: 💡 If required, adjust the new capacity at this point. You can increase the capacity to avoid processing multiple upgrades when you intend to add several organisations. See Calxa Pricing for details on any additional charges.
Select the Workspace where you would like to add your organisation, then click the NEXT STEP button.
Choose I'm using a different accounting system and then select Create My Own Manual Organisation.
Enter the basic parameters for your organisation and click Add Organisation
When processing is complete, set your preferences by selecting them from the drop-down menus in each section. Click ALL DONE when finished.
Note: 💬 all preferences can be changed later if required.
Tip: 💡 if you need to create multiple companies which have similar chart of accounts or business units for example, add the first company and then save time by Copying the Organisation.
Next Steps
When adding an organisation in this way and not directly linking it to your accounting data Calxa creates an empty organisation with a limited Chart of Accounts as a starting point. You'll need to manually manage your chart of accounts, taxes and business units before importing or adding your actuals and budgets for reporting.
See the following help articles for details:
Set Up a Manual Organisation — the full setup process