Admin
By Mick and 2 others3 authors53 articles
- Admin Overview
- Invite a User
- Set User Permissions
- Delete a User
- Add a Workspace
- Add a Xero Organisation
- Add a MYOB Business Organisation
- Add a QuickBooks Online Organisation
- Add a Manually Created Organisation
- Migrate Calxa Organisation from another Accounting System
- Copy an Organisation
- Transfer Workspace
- Backup your Data
- Organisations Menu
- Delete Subscription
- How do I add another Workspace in Calxa?
- Delete an Organisation
- Demo Data Workspace
- Accept a Subscription Transfer Request
- Transfer Subscription
- Reconnect MYOB Business by 1st September 2026
- Notifications
- 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
- Change the Organisation / Company name
- Training for Calxa
- How do I re-send an invite to a user?
- 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- Sync has failed, user who established the connection is no longer current?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
- Permission for new Business Units
- How do I mark a Notification as Read?
- Why can't I see the data related to a Budget Comment?