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How do I update Actuals in Calxa?

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 weeks ago

To check if your actuals have been synced recently

  • Navigate to Reports > Report Tools > Org Sync

  • Review the last sync date

  • If you need to update, click SYNC NOW on the right.

  • Once the sync has completed, you can validate your data alignment by running a Balance Sheet Report in Calxa:

    1. Run a Balance Sheet report configured with your Original Account Tree.

    2. Compare it against the corresponding report from your accounting system for the desired period to ensure identical values.

If you are using a Manual Organisation these will need to be imported to Calxa.

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