Calxa

Mick Devine

Shem Bogusz

Admin & Billing

Admin Overview

Invite a User

This article highlights how to invite colleagues into your Calxa workspace.

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 manual organisation, one not integrated to an accounting system, to your workspace.

How to add a Manual 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

How do I add another Workspace in Calxa?

Instructions to delete an organisation and all the associated information from Calxa.

Delete an Organisation

Use demo data to explore features or demonstrate functionality without using your own live data.

Demo Data Workspace

You have received an email asking you to take ownership of a Calxa Subscription

Accept a Subscription Transfer Request

Transfer your subscription ownership to another user.

Transfer Subscription

Notifications

Admin

Can I manually sync with my Accounting System?

Can the invoices go to a different email?

Can you check how many users we have in Calxa?

How can I book a demo?

How do I add more organisations to Calxa?

How do I cancel the Subscription?

How do I renew my Donation Subscription?

How do I resolve a Sync Error?

How do I update Actuals in Calxa?

I am changing my connected Accounting System, what do I need to do?

Why are some Reports not being delivered?

Why do the Actuals in Calxa and Xero not balance?

Why does it say Connect to Xero, rather than Sync Now

Instructions to change the name of your Organisation or Company as it appears in the Calxa Reports

Change the Organisation / Company name

Register for one of our Basics Webinars to assist you to learn more about Calxa,  along with other online resources

Training for Calxa

To enable a new user to access Calxa, when they have not yet accepted the invitation.

How do I re-send an invite to a user?

Admin FAQs

Log in not completing, why is the 2-Factor code just returning me to the same screen?

The Owner / Primary Billing Contact is no longer with our organisation, how can we update this?

Why doesn't Trust for 30 days work on 2-Factor Authentication?

Are the Help Articles available in PDF?

Do you offer Training sessions?

Can two people work on the same file?

How do I remove 2-Factor Authentication?

I can sign into Calxa, but cannot see what my colleagues see?

How do I start a Free Trial?

Reports will not generate for one user?

Sync has failed, user who established the connection is no longer current?

Troubleshooting - Log In

If you have added new Business Units to your accounting file

Permission for new Business Units

Reducing the clutter in your Notifications

How do I mark a Notification as Read?

You may have received a Budget Comment notification, but when reviewing you cannot see the cells of data that it relates to.

Why can't I see the data related to a Budget Comment?

User FAQs

Do you need to add a Non ERP organisation for consolidation purposes?

Add non ERP organisation to Enterprise Subscription

ERP Enterprise subscriptions and integrations are based on Tenants

Add a Tenant to your Enterprise Subscription

Enterprise

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

Sign in to Calxa Online App

Here is some guidance on protecting your account with Multi-Factor verification.

2-Factor 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

How to update your profile details in Calxa

Update your Profile

Forgot your Password

Change your Password

Change your Email Address

The process for annual Calxa Donation renewals.

Donation Renewal

Occasionally you may only see a Blank Screen when attempting to sign in

Troubleshoot a Blank Sign In Screen

Your Account

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

Additional Billing Contacts

Amend the number of organisations your subscription supports

Edit Capacity

Transfer your subscription to another user.

Transfer Ownership and/or Primary Billing Contact

Purchase from a Trial / Re-subscribe

Cancellation of Subscription

Purchase a New Subscription - Partners

Update primary billing contact details and add additional invoice contacts.

Edit Primary Billing Contact Details

The billing management area in Calxa allows you to view and download your latest invoices.

View Invoices

Update payment method and billing contact details.

Update Payment Method

Access to these actions is limited to the Primary Billing Contact

Billing

Can you explain the difference between pricing plans?

How do I access the payment details to update?

Billing FAQs

Supported Browsers

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

Capture Chrome Browser Logs

Calxa Connection Requirements & Troubleshooting WebSocket Issues

Troubleshoot Connections to Calxa

System Requirements

Status Page

Getting Started

Contact Us

App Sign In

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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.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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