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

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

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