Calxa

Metrics Import

Metrics Export

What happens to Budget Comments when I Import or Export my Budget

Budget Comments on Import / Export

Quickly incorporate loans into your budgets

Loan Wizard

Create a point‑in‑time copy of your budget or scenario data that you can restore later if needed

Budgets & Scenarios: Snapshots

Work with your Team on the Budget preparation

Budget Collaboration

A guide to budget for perpetual inventory where your cost of sales and inventory balances are updated as you sell products.

Budget for Inventory (Perpetual Method)

A guide to budget for periodic inventory where your cost of sales is adjusted by a periodic journal based on stock movement.

Budget for Inventory (Periodic Method)

Create Budget Using YTD Actuals and Current Forecast

Build driver-based budgets using budget formulas and Metrics.

Budgets & Scenarios: Formulas

Add comments on budget cells to make notations about your assumptions or to collaborate during budget creation.

Budget Comments

Include the Budget Comments in your Report Bundle

Report on Budget Comments

A common practice when preparing new year's budgets is to compare these new budgets to prior year values.

Budgets Compared to Last Year

Budget for Overdraft Interest

How to Print your Budget

Budget for Government Assistance

Shem Bogusz

Mick Devine

Build on your budget with more advanced techniques

Improve your budgets

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Create your workspace and invite the people you work with.

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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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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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