Calxa

Mick Devine

Sandra McCarthy

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 Xero organisation to your workspace.

Add a Xero Organisation

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

Add a MYOB Business 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

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

Reconnect Your MYOB Business Integration by 1 September 2026

Reconnect MYOB Business by 1st September 2026

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

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

Best practices and things to note for a smooth integration with Business Central

Calxa and Business Central

A guide to configuring a Dynamics 365 Business Central Integration in Entra ID, Business Central and Calxa.

Business Central Integration

Add an organisation to an existing Business Central Tenant

Add a Business Central Organisation

Making changes to an existing Business Central connection

Edit Business Central Integration

Use the Sync settings to get the best data integration for your needs.

Sync a Business Central Organisation

Microsoft 365 Business Central

Best practices and things to note for a smooth integration with Acumatica

Calxa and MYOB Acumatica

A guide to configuring the connected application in Acumatica and connecting the tenant as an Enterprise Integration in Calxa.

MYOB Acumatica Integration

Add an organisation from an existing MYOB Acumatica Tenant

Add a MYOB Acumatica Organisation

Making changes to an existing MYOB Acumatica connection

Edit MYOB Acumatica Integration

How to create (if necessary) and assign the ODatav4 role in Acumatica. This is necessary for a user to set up the Calxa integration

Add ODatav4 Role for Acumatica

How to sync a MYOB Acumatica organisation and adjust the settings.

Sync a MYOB Acumatica Organisation

MYOB Acumatica

Best practices and things to note for a smooth integration with NetSuite

Calxa and NetSuite

A guide to configuring the OAuth Integration in NetSuite and connecting the tenant as an Enterprise Integration in Calxa.

NetSuite Integration

Add an organisation from an existing Oracle NetSuite Tenant

Add a NetSuite Organisation

Making changes to an existing NetSuite connection

Edit NetSuite Integration

Sync a NetSuite Organisation

Oracle NetSuite

Best practices and things to note for a smooth integration with Sage Intacct

Calxa and Sage Intacct

A guide to configuring the Web services requirements in Sage and connecting the tenant as an Enterprise Integration in Calxa.

Sage Intacct Integration

Add an organisation from an existing Sage Intacct Tenant

Add a Sage Intacct Organisation

Making changes to an existing Sage Intacct connection with Calxa

Edit a Sage Intacct Integration

Sync a Sage Intacct Organisation

Sage Intacct

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

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

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.