The Organisations menu provides an overview of all your organisations across all workspaces in your subscription.

  1. Navigate to Settings -> Billing & Admin -> Manage Organisations

  2. Click on the ellipsis to the right of an organisation name, then select from the drop-down to Reconnect to an accounting system file.

    Follow the prompts provided in each accounting system's pop-up windows to enter your credentials. A Calxa window will pop up when the process has completed saying your file has been reinitialised.

    See this group of help notes for detailed instructions on reconnecting to each of the online accounting systems Calxa supports.

    Note: This drop-down also has selections that allow you to rename or delete an organisation.

    Organisation Action Menu
  3. You can mark an organisation as Inactive by moving the Green Toggle next to the organisation name, to the left. This will then grey the Toggle and remove the organisation from all of the Organisation Selection lists. An Inactive organisation will consume an organisation from your subscription capacity.

  4. Click on Sync Now to the right of an organisation name to sync the latest data from your accounting system.

Most often you will instead sync an org by going to the Settings -> Organisation Settings -> Organisation Sync screen, or by setting up an automated workflow to sync on a schedule of your choice.

The General Settings screen also allows you to edit your organisation sync settings and the business unit terminology used in Calxa. See the following help notes for accounting system specific details on this: MYOB AccountRight, Xero, QuickBooks Online, MYOB Essentials.

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