Calxa

Mick Devine

Shem Bogusz

Sandra McCarthy

Admin & Billing

Admin Overview

Invite a User

Set User Permissions

This help note will show you how to delete a user.

Delete a User

Create a workspace to group users and organisations.

Add a Workspace

This help note will show you how to add a MYOB AccountRight online organisation to your workspace.

Add a MYOB AccountRight Organisation

This help note will show you how to add a Xero organisation to your workspace.

Add a Xero Organisation

This help note will show you how to add a QuickBooks Online organisation to your workspace.

Add a QuickBooks Online Organisation

This help note will show you how to add a Manually Created organisation to your workspace.

Add a Manually Created Organisation

A checklist and guide to continue using Calxa when you change accounting systems.

Migrate Calxa Organisation from another Accounting System

Copy an organisation to the same or another workspace.

Copy an Organisation

Transfer Workspace

Backup your Data

An overview of the Admin portals Organisations menu.

Organisations Menu

Delete a subscription and all it's related data.

Delete Subscription

Admin

Sign in with 2-Step verification or use an alternate sign in provider.

Sign in to Calxa Online app

2-Step Verification

Also known as Single Sign-On, linking login accounts allows you to sign in to Calxa with your Xero, QuickBooks or Microsoft credentials.

Linked Login Accounts

Update your Profile

Forgot your Password

Change your Password

Change your Email Address

Donation Renewal

Your Account

Send a copy of the Calxa invoice directly to another person / email address

Additional Billing Contacts

Upgrade or Downgrade your Calxa Subscription Plan

Change Plan

Amend the number of organisations your subscription supports

Edit Capacity

Transfer your subscription to another user.

Transfer Ownership and/or Billing Contact

Purchase from a Trial / Re-subscribe

Pause your subscription until a future period when it will automatically activate again.

Pause Subscription

Cancellation of Subscription

Purchase a New Subscription - Partners

Update primary billing contact details and add additional invoice contacts.

Edit Primary Billing Contact Details

View Invoices

Update payment method and billing contact details.

Update Payment Method

Access to these actions is limited to the Primary Billing Contact

Billing

Supported Browsers

How to capture network or console logs when requested by Calxa support.

Capture Chrome Browser Logs

System Requirements

Status Page

Getting Started

Contact Us

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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