Calxa

Accounting file sync isn't working

A guide to help find 'ghost' amounts in the Budgets & Actuals area, if your reports are not balancing with the Budget Screen.

Troubleshooting - Budget Values

Creditor and Debtor Calculations

Balance your Budget with the Budget Discrepancy Analysis Report

Help to ensure your Cashflow Forecast is as accurate as possible.

Understanding and Troubleshooting Cashflow Forecast

If you need to go back in time and restore an earlier version of your Budget or Scenario

How do I restore a Snapshot

Mick Devine

Shem Bogusz

Troubleshooting

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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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?

Daily Auto-Sync

Workspaces in Calxa

Initial Steps

General Settings

Organisation Sync and Reconnect

Go back to the Calxa Website

How Calxa Works

Calxa Product Range

Compare Calxa to Others

Evaluate Calxa

Integrations

Small business integrations

Xero integration

MYOB Business integration

QuickBooks Online Integration

Enterprise integrations

Acumatica integration

Microsoft 365 Business Central integration

NetSuite integration

Sage Intacct integration

How to set up a manual organisation

Import data for a manual organisation

How do I add tax codes to a manual organisation?

How do I import the Chart of Accounts for a Manual Organisation?

How can I add business units or cost centres to a manual organisation?

How do I import Opening Balances to a Manual Organisation?

How to import Actuals for a manual organisation

Enter Actuals for Manual Organisation

Manage Chart of Accounts

Manage Business Units

Manual Organisations

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