Calxa

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Getting Started Step 1 - Set Up Budgets

Second step in getting started with Calxa

Getting Started Step 2 - Run Reports

Third and final step in getting started with Calxa

Getting Started Step 3 - Automate Reports

What accounting software works with Calxa?

Settings related to the automated daily sync with your accounting data.

Daily Auto-Sync

Logically group organisations and users in workspaces then navigate between workspaces to keep data separate.

Workspaces in Calxa

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Introduction to Calxa

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Getting Started

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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.

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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.

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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.

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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.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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.

Style guide

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English

General Settings

Connecting to your accounting system

Go back to the Calxa Website

How Calxa Works

Calxa Product Range

Compare Calxa to Others

How to evaluate Calxa

Integrations

Small business integrations

Xero integration

MYOB Business integration

QuickBooks Online Integration

Add a Tenant to your Enterprise Subscription

Add non ERP organisation to Enterprise Subscription

Enterprise integrations

Acumatica integration

Microsoft 365 Business Central integration

NetSuite integration

Sage Intacct integration

How to set up a manual organisation

Import data for a manual organisation

How do I add tax codes to a manual organisation?

How do I import the Chart of Accounts for a Manual Organisation?

How can I add business units or cost centres to a manual organisation?

How do I import Opening Balances to a Manual Organisation?

How to import Actuals for a manual organisation

Enter Actuals for Manual Organisation

Manage Chart of Accounts

Manage Business Units

Manual Organisations

FP&A - Budgeting and Forecasting

Budgets & Scenarios

Get started with budgets

Improve your budgets

Budget Tools

Budget FAQs

Get started with scenarios

Improve your scenarios

Troubleshoot budgets and scenarios

Forecast cashflow

Get started with cashflow forecasts

Improve your cashflow forecast

Troubleshoot cashflow reports

Cashflow Settings FAQs

Cashflow Statement

Present Cashflow Statement Report

Cashflow STATEMENT - How do I resolve a discrepancy value?

Cashflow STATEMENT - How to balance non cash amounts?

Cashflow STATEMENT discrepancy - with Disposal of Asset

Cashflow statements

Guide to Calxa Reports

FP&A - Reporting

Select a Report Template

Preview and Export or Print a Report

Set Report Criteria

Date Selection (Report periods)

Shrink Report Rows

Sorting Business Units by Performance

Report on Different Year End Periods

Troubleshooting - Balance Sheet out of Balance

Account Transactions

AR / AP Reports & Charts

Custom Date Selection

Legacy Designer Templates

Report Builder

Report FAQs

Template Selection

Dynamic Template Builder

Dynamic Template Management

Dynamic Template: Account Column

Dynamic Template: Actual or Forecast Column

Dynamic Template: Budget Column

Dynamic Template: Variance Column

Dynamic Template: Calculation Column

Dynamic Template: Group by Date Range

Dynamic Template: Repeating Multi-Period

Dynamic Template: Multi-Column Business Unit or Organisation

Dynamic Template: Report Header

Dynamic Template: Report Criteria

Dynamic Template: Fit a Report to Portrait

Dynamic Template: Compare Multiple Budget Versions

Dynamic Template: Traffic Light Variance Reporting

Dynamic Template: Report Values are incorrect

Dynamic Templates

Create a Bundle

Run a Bundle

Edit a Bundle

Edit Items in a Bundle

Group and Organise Report Bundles

Save a Report to a Bundle

Add a Dashboard to a Bundle

Add a Document to a Bundle

Add a PDF to a Bundle

Bundle Optimised for Export to Excel

NZ Charity Reporting

Excel Macro to name Sheet Tabs

Report Bundles

Bundle FAQs