Calxa

Error message saying KPI has been Deleted?

For a KPI can you add in a specific GL Account?

How can I put a KPI within the report?

How can I re-order the KPIs / Metrics in a report?

How to check the Formula in a KPI calculation

Why does KPI not calculate correctly?

Why is my KPI reporting as a negative value?

Including Metric (Non financial data) Values in your Calxa Reports

Metrics in Calxa Reports

Report on your KPIs by Business Unit, with the KPIs / Metrics as Columns

KPIs - Report as Columns

Shem Bogusz

KPI FAQs

Status Page

Getting Started

Contact Us

App Sign In

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

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

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Sign up for a Free Trial

Getting Started Step 1 - Set Up Budgets

Getting Started Step 2 - Run Reports

Getting Started Step 3 - Automate Reports

What accounting software works with Calxa?

Daily Auto-Sync

Workspaces in Calxa

Initial Steps

General Settings

Organisation Sync and Reconnect

Go back to the Calxa Website

How Calxa Works

Calxa Product Range

Compare Calxa to Others

Evaluate Calxa

Integrations

Small business integrations

Xero integration

MYOB Business integration

QuickBooks Online Integration

Enterprise integrations

Acumatica integration

Microsoft 365 Business Central integration

NetSuite integration

Sage Intacct integration

How to set up a manual organisation

Import data for a manual organisation

How do I add tax codes to a manual organisation?

How do I import the Chart of Accounts for a Manual Organisation?

How can I add business units or cost centres to a manual organisation?

How do I import Opening Balances to a Manual Organisation?

How to import Actuals for a manual organisation

Enter Actuals for Manual Organisation

Manage Chart of Accounts

Manage Business Units

Manual Organisations

Guide to Calxa Reports

Reports

Select a Report Template

Preview and Export or Print a Report

Set Report Criteria

Date Selection (Report periods)

Shrink Report Rows

Sorting Business Units by Performance

Report on Different Year End Periods

Troubleshooting - Balance Sheet out of Balance

Account Transactions

AR / AP Reports & Charts

Custom Date Selection

Legacy Designer Templates

Report Builder

Report FAQs

Template Selection

Dynamic Template Builder

Dynamic Template Management

Dynamic Template: Account Column

Dynamic Template: Actual or Forecast Column

Dynamic Template: Budget Column

Dynamic Template: Variance Column

Dynamic Template: Calculation Column

Dynamic Template: Group by Date Range

Dynamic Template: Repeating Multi-Period

Dynamic Template: Multi-Column Business Unit or Organisation

Dynamic Template: Report Header

Dynamic Template: Report Criteria

Dynamic Template: Fit a Report to Portrait

Dynamic Template: Compare Multiple Budget Versions

Dynamic Template: Traffic Light Variance Reporting

Dynamic Template: Report Values are incorrect

Dynamic Templates

Create a Bundle

Run a Bundle

Edit a Bundle

Edit Items in a Bundle

Group and Organise Report Bundles

Save a Report to a Bundle

Add a Dashboard to a Bundle

Add a Document to a Bundle

Add a PDF to a Bundle

Bundle Optimised for Export to Excel

NZ Charity Reporting

Excel Macro to name Sheet Tabs

Report Bundles

Bundle FAQs

Business Unit Configuration

Report on Business Units

Business Unit Trees

Troubleshooting - Business Unit Combination Reports

Business Unit Tree: Export & Import

Net Profit by Business Unit

Row Data - Advanced

Business Unit Reports

Business Unit FAQs

Account Tree: Create Structure

Account Tree: Mapping Accounts

Account Tree: Edit Structure

Account Tree: Export & Import

Hide Non-Cash Accounts

Balance Sheet as Assets = Liability + Equity

Account Trees