Calxa

How to update the Dashboards to report on your preferred period

Can I remove current month from Last 6 months Tiles?

Change the date range for a Dashboard Tile

Dashboards: Change Tile Date Ranges

Bring Business Unit reporting to your Dashboard

Dashboards: Adding Business Units

Shem Bogusz

Dashboard FAQs

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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.

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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.

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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.

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

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

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

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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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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?

Calxa and Xero

Calxa and MYOB Business

Calxa and QuickBooks Online

Daily Auto-Sync

Workspaces in Calxa

Initial Steps

Sync a Xero Organisation

Reconnect a Xero Organisation

Sync a MYOB Organisation

Reconnect an MYOB Organisation

Sync a QuickBooks Online Organisation

Reconnect a QuickBooks Online Organisation

General Settings

Troubleshooting Xero Sync

Organisation Sync and Reconnect

Go back to the Calxa Website

How Calxa Works

Calxa Product Range

Compare Calxa to Others

Evaluate Calxa

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

Account Trees FAQ

Consolidate Multiple Organisations

Consolidated Groups

Elimination Entries for Consolidations

Currencies & Exchange Rates

Supported Currencies

Currency Translation Difference

Troubleshooting - Consolidated Group  Reports

Comparison Reports - Date Range Options

Business Units across Multiple Organisations

Comparison Reports - Add another column

How do I order Organisations in a Consolidated Group?

KPI Builder

KPI & Metric Reporting

Account Groups

Troubleshooting - KPI incorrectly displays as a Negative result

KPIs & Metrics