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.

Account Tree: Mapping Accounts

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

Account Tree: Edit Structure

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

Account Tree: Export & Import

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

Hide Non-Cash Accounts

Set up an Account tree to construct a US GAAP style Balance Sheet layout

Balance Sheet as Assets = Liability + Equity

Shem Bogusz

Mick Devine

Sandra McCarthy

Account Trees

Can I run a P&L EBITDA Report?

Can the accounts be listed in Alphabetical Order?

How can I show more detail rows in my report?

How do I rename an Account Tree

Accounts that have been added into your accounting system will need mapping in the Account Trees.

New Unmapped Accounts are in my report?

Why is a sub-account account not showing in my report?

Total line in a report incorrectly returns a N/A value or is just blank

Why does my Total result in N/A?

New accounts need to be mapped in Account Trees

Why is my new account not in the report?

Can I move accounts between Account Types in Calxa

How do I reclassify a negative liability account to asset?

Copy an Account Tree fully allocated to easily update for other purposes

How do I copy an Account Tree

Using Account and Business Unit trees in Calxa

If you are adding Calculation Rows, Metrics or KPIs within an Account Tree, you may wish to control the order that they appear in the reports

Account Tree: Control order of Calculations, Metrics & KPIs

Account Trees FAQ

Status Page

Getting Started

Contact Us

App Sign In

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

Try using different keywords or checking for typos.

No conversations found

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

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

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.