The Business Unit Configuration menu is a settings screen where you define the Business Units you will be using in Calxa. These settings are used to determine what is synced from your accounting data and what options are displayed in other budgeting and reporting menus.

  1. Navigate to Settings -> Organisation Settings -> Business Units -> Configuration.

  2. Select your Organisation from the Selected Organisation dropdown.

    Business Unit Configuration menu

  3. Make required changes and click Save Changes.

Business Unit Categories

Business unit categories are the top level grouping for your lists of Business Units. For example your Xero Tracking Categories, MYOB Jobs or QuickBooks Classes.

Select the categories you wish to use for budgeting and reporting purposes. These are the categories Calxa will sync actuals from your accounting data and display in other menus.

Business Unit Categories

Import Balance Sheet Amounts

Optionally enable the syncing of balance sheet amounts for each Business Unit. This will import the balance sheet account movements for each business unit. This feature enables you to do Budget vs Actual style reporting. For example an Unspent Budget Report including capital expenses or project to date reports including work in progress from the balance sheet.

Show/Hide Business Units

Us the Show/Hide Business Units button to filter exactly what business units are enabled in the Calxa application.

Show/Hide business units button

Unchecking Business Units will disable them and they will not be shown in other menus throughout Calxa.

Checked and unchecked list if business units

Business Unit Combinations

Combinations are a special type of Business Unit category that allow you to define the intersection of 2 business units. As an example, let's assume you have a 2 categories with a list of Regions and Programs. Combinations will allow you to define the relationships between the Regions and Programs. We'll then sync the actual data from Xero or QuickBooks and allow you to budget and report on these Combinations as you would for any other Business Unit.


Notes:

  • Combinations data is synced for P&L accounts only.

  • The more combinations defined the longer the sync process will take.


First check Combinations and then choose the Primary Category for your combinations.

Combinations and primary category selected

The Business Units from the Primary Category will be listed in the left column and you then define the valid combinations of Business Units from the Secondary Category on the right.

Defining combinations with business units from the primary and secondary categories

Notes:

  • Combinations can only be defined between 2 categories. If your system allows for a 3rd, then once you define a combination between 2 categories all your combinations must be between the same 2 categories.

  • Removing a previously defined combination does not delete the combination, it just disables it. This means it will no longer sync or be visible for selection in budgeting and reporting.


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