Calxa

Mick Devine

Sandra McCarthy

Shem Bogusz

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 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

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

Assistance for UK Donation Customers to renew the Calxa Subscription through Charity Digital

UK Donations - How to renew in Charity Digital

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-Step 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

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

MYOB Acumatica Integration

ERP Enterprise subscriptions and integrations are based on Tenants

Add a Tenant to your Enterprise Subscription

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

Calxa and Business Central

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

Calxa and NetSuite

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

Calxa and MYOB Acumatica

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

Business Central Integration

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

NetSuite Integration

Enterprise

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

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

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

System Requirements

Status Page

Getting Started

Contact Us

Find answers and get help from Intercom Support and Community Experts

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