Calxa

Re-arrange and summarise your accounts to get the structure you need. Create headers for structure and add calculations and KPIs rows.

Account Tree: Create Structure

Map your chart of accounts to the Account Tree structure of headers and sub-headers you've created for different reporting layouts.

Edit your existing account tree structure and remap already allocated accounts to new locations.

Export your account tree for backup or additional editing in Excel and import to the same or another workspace.

Use an Account Tree to group your non-cash accounts together in a Summary Only row, which will be suppressed as a zero value.

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