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AU 1800 733 149 | NZ 0800 086 614 | INTL +61 3 9016 3447
Knowledge base
Getting Started
Initial Steps
7
Get Started Checklist
Sign up for a Free Trial
What accounting software works with Calxa Online?
Calxa and MYOB
Calxa and Xero
See all 7 articles
Evaluate Calxa
4
How Calxa Works
Calxa Product Range
Compare Calxa to Others
Go back to the Calxa Website
Organisation Sync and Reconnect
7
General Settings
Sync a MYOB Organisation
Sync a Xero Organisation
Sync a QuickBooks Online Organisation
Reconnect a MYOB Organisation
See all 7 articles
Workflows
5
Create an Automated Workflow
Edit Workflow Actions and Properties
Date Selection for Bundles in Workflows
View Workflow Activity and History
What to do if your Workflow Fails
How to Move Online
3
How to Move Online - A guide for desktop users
Tips to get familiar with Calxa's online app (for desktop users)
Templates - Desktop to Online Cross-Reference
Event Recordings
2
Calxa Basics - Reporting Basics
Calxa Basics - Budgeting Basics
Budgets and Cashflow
Budgets & Metrics
16
Budgets & Actuals
Metrics
Budget Factory
Loan Wizard
Export and Import Budgets
See all 16 articles
Cashflow Settings
11
GST / VAT
Wages & PAYG
Bank & Equity
Superannuation (Pension Plan)
Depreciation
See all 11 articles
Budget & Forecast Guides
5
Create a 3-Way Forecast
Step by Step Guide to Cashflow Forecasting
Handling Income Received in Advance (such as Grants)
Budget for Overdraft Interest
Budget for Government Assistance
Troubleshooting
3
Understanding and Troubleshooting Cashflow
Balance your Budget with the Budget Discrepancy Analysis Report
Creditor and Debtor Calculations
Event Recordings
5
Preparing Next Year's Budget
Mid Year Budget Review
Balance Sheet Budgets
Cashflow Forecasting
Budgeting Online
Reports
Report Builder
4
Select a Report Template
Preview a Report
Set Report Criteria
Date Selection
Report Bundles
8
Create a Bundle
Edit a Bundle - Basics
Edit a Bundle - Actions on a Total Bundle
Edit a Bundle - Actions on an Individual Report
Add a Document to a Bundle
See all 8 articles
Dashboards
1
Dashboard
Business Unit Reports
2
Business Unit Selection
Report on Business Units
Account Trees
5
Create Account Tree
Edit Account Tree
Account Tree: Categories & Running Totals
Account Tree: Header & Detail Accounts
Balance Sheet as Assets = Liability + Equity
Consolidate Multiple Organisations
6
Consolidate Multiple Organisations
Organisation Groups
Create Common Account Structure for Consolidation
Elimination Entries for Consolidations
Currencies & Exchange Rates
See all 6 articles
KPIs
3
KPI Builder
Account Groups
KPI Reporting
Published Reports
3
Publish your Reports
View Published Reports
Manage Folders
Event Recordings
4
EOFY Reporting
KPIs Tips, Tricks and Metrics
Business Unit Reporting and Multi-Org Consolidations
Flexible Reporting
Custom Reports and Charts
Designer Basics
3
Customise Reports
Create Custom Template
Export and Import Custom Template
Report Columns
6
Insert Column and Resize
Edit Column Data
Delete Column and Resize
Add Calculated Field
Conditional Calculated Field
See all 6 articles
Chart Designer
3
Customise a Chart
Chart Labels Number Formatting
Delete a Chart Series
Tips and Tricks
7
Add Watermark
Continuous Page for Exporting to Excel
Remove Page Breaks from Between Business Units
Change Page Orientation
Custom Field to Split Report Header
See all 7 articles
Event Recordings
3
Customising Reports for Beginners
Advanced Custom Report Techniques
Design your Own Charts
Other Features and Settings
Manual Organisation
4
Manage Chart of Accounts
Manage Business Units
Enter Actuals for Manual Organisation
Import Actuals for Manual Organisation
NDIA Claims
5
Enable NDIA Bulk Claims
Set up an NDIA Customer Group
Export an NDIA Bulk Claims File
MYOB Setup for NDIA Bulk Claims
ABN for Service Providers on payment claim
Troubleshooting
2
Accounting file sync isn't working
QuickBooks Online Disconnected
Admin & Billing
Admin
13
Admin Overview
Add a Workspace
Add a MYOB AccountRight Organisation
Add a Xero Organisation
Add a QuickBooks Online Organisation
See all 13 articles
Your Account
7
Sign in to Calxa Online app
Forgot your Password
Update your Profile
Change your Password
Change you Email Address
See all 7 articles
Billing
6
Purchase from a Trial / Re-subscribe
Update Payment Details
Edit Subscription
View Invoices
Purchase a New Subscription - Existing Customers
See all 6 articles
System Requirements
1
Supported Browsers
Software Releases
Current Change Logs
12
Change Log 2020-10-20
Change Log 2020-09-19
Change Log 2020-08-11
Change Log 2020-07-23
Change Log 2020-07-08
See all 12 articles
2019 Change Logs
25
Change Log 2019-12-17
Change Log 2019-11-21
Change Log 2019-11-15
Change Log 2019-10-31
Change Log 2019-10-17
See all 25 articles
2018 Change Logs
23
Change Log 12-12-2018
Change Log 04-12-2018
Change Log 11-11-2018
Change Log 06-11-2018
Change Log 19-10-2018
See all 23 articles
