Calxa

Can I manually sync with my Accounting System?

Can the invoices go to a different email?

Can you check how many users we have in Calxa?

How can I book a demo?

How do I add more organisations to Calxa?

How do I cancel the Subscription?

How do I renew my Donation Subscription?

How do I resolve a Sync Error?

How do I update Actuals in Calxa?

I am changing my connected Accounting System, what do I need to do?

Why are some Reports not being delivered?

Why do the Actuals in Calxa and Xero not balance?

Why does it say Connect to Xero, rather than Sync Now

Instructions to change the name of your Organisation or Company as it appears in the Calxa Reports

Change the Organisation / Company name

Register for one of our Basics Webinars to assist you to learn more about Calxa,  along with other online resources

Training for Calxa

To enable a new user to access Calxa, when they have not yet accepted the invitation.

How do I re-send an invite to a user?

Sandra McCarthy

Admin FAQs

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.