Use Business Units to track different areas of your business such as Projects or Departments. In this article we look at how to create and manage the Business Units. If your organisation is linked to MYOB, Xero or QuickBooks you must edit your Business Units in your accounting data and sync the changes to Calxa.
TABLE OF CONTENTS
This help article only applies to manually created organisations. The Business Units menu will be ready only if your organisation is linked to an accounting system.
Navigate to Settings -> Organisation Settings -> Business Units.
Select your organisation from the Selected organisation dropdown.
Add Category
Before you can create the business units that track different areas of your business you must first create the category that will contain the list of Business Units. For example the Category might be Locations, Departments or Projects.
Click New Category at the left
Enter a category name and click CREATE CATEGORY
Skip to Step 3 of the Add Business Units heading below
Add Business Units
Select the Category you would like to add business units to
Click ADD BUSINESS UNIT
Enter details for the new business unit.
NUMBER: The business unit number is the primary sort field in reports. While it is optional it can help with ensuring business units are unique even if the names are the same.
NAME: The name of the business unit that is used in reports.
To add multiple business units click ADD ANOTHER BUSINESS UNIT
Edit Existing Business Units
Select the Category you would like to add business units to
Edit the business unit fields and click SAVE CHANGES
Create Business Unit Selections
Once you have added your Business Units, you can then go to the Business Unit Selection in the left Menu and create groups of business units for your reporting needs.
It is recommended that you at least start with a Selection that includes all the Business Units, to assist with reporting on the organisation overall.