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Admin & Billing
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