Admin & Billing

34 articles in this collection
Written by Mick Devine, Sandra McCarthy, and Shem Bogusz

Admin

Admin Overview

Written by Mick Devine
Updated over a week ago

Invite a User

Written by Mick Devine
Updated over a week ago

Set User Permissions

Written by Mick Devine
Updated over a week ago

Delete a User

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

Written by Mick Devine
Updated over a week ago

Add a Workspace

Create a workspace to group users and organisations.

Written by Shem Bogusz
Updated over a week ago

Add a MYOB AccountRight Organisation

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

Written by Mick Devine
Updated over a week ago

Add a Xero Organisation

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

Written by Mick Devine
Updated over a week ago

Add a QuickBooks Online Organisation

Written by Mick Devine
Updated over a week ago

Add a Manually Created Organisation

Written by Mick Devine
Updated over a week ago

Migrate Calxa Organisation from another Accounting System

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

Written by Mick Devine
Updated over a week ago

Copy an Organisation

Written by Mick Devine
Updated over a week ago

Transfer Workspace

Written by Mick Devine
Updated over a week ago

Backup your Data

Written by Mick Devine
Updated over a week ago

Organisations Menu

Written by Mick Devine
Updated over a week ago

Delete Subscription

Delete a subscription and all it's related data.

Written by Shem Bogusz
Updated over a week ago

Your Account

Sign in to Calxa Online app

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

Written by Mick Devine
Updated over a week ago

2-Step Verification

Written by Mick Devine
Updated over a week ago

Linked Login Accounts

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

Written by Shem Bogusz
Updated over a week ago

Update your Profile

Written by Mick Devine
Updated over a week ago

Forgot your Password

Written by Mick Devine
Updated over a week ago

Change your Password

Written by Mick Devine
Updated over a week ago

Change your Email Address

Written by Mick Devine
Updated over a week ago

Donation Renewal

Written by Mick Devine
Updated over a week ago

Renew Annual Licence

Written by Mick Devine
Updated over a week ago

Billing

Edit Capacity

Amend the number of users or organisations your subscription supports

Written by Mick Devine
Updated over a week ago

Change Plan

Upgrade or Downgrade your Calxa Subscription Plan

Written by Sandra McCarthy
Updated over a week ago

Update Payment Details

Written by Mick Devine
Updated over a week ago

View Invoices

Written by Mick Devine
Updated over a week ago

Transfer Ownership and/or Billing Contact

Transfer your subscription to another user.

Written by Shem Bogusz
Updated over a week ago

Purchase from a Trial / Re-subscribe

Written by Mick Devine
Updated over a week ago

Purchase a New Subscription - Partners

Written by Mick Devine
Updated over a week ago

Pause Subscription

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

Written by Shem Bogusz
Updated over a week ago

Cancellation of Subscription

Written by Mick Devine
Updated over a week ago

System Requirements

Supported Browsers

Written by Mick Devine
Updated over a week ago