Calxa Help Centre

Initial Steps 6

• Get Started Checklist
• Using the Help Widget
• What accounting software works with Calxa?
• Things You Need to Know - Using Calxa with MYOB
• Things You Need to Know - Using Calxa with Xero

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Evaluate Calxa 4

• How Calxa Works
• Calxa Product Range
• Compare Calxa to Others
• Go back to the Calxa Website

How to Move Online 1

• How to Move Online (Transfer Workspace)

Dashboards 1

• Dashboard

Builder 8

• Select a Report Template
• Set Report Criteria
• Date Selection
• Preview a Report
• Favourites

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Bundles 5

• Create a Bundle
• Add a Report to a Bundle
• Edit a Bundle
• Add a Document to a Bundle
• Run a Bundle

Designer 0

Budgets & Actuals 6

• Edit Budgets
• Budget Factory
• Organisation Budget (Consolidation Setting)
• Manage Budget Versions
• Export and Import Budgets

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Metrics 0

KPIs 0

Cashflow & Financial Settings 7

• GST
• Wages & PAYG
• Bank & Trade Accounts
• Superannuation
• Depreciation

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Other Settings 4

• Update a MYOB AccountRight Organisation
• Update a Xero Organisation
• Update a QuickBooks Online Organisation
• Update a MYOB Essentials Organisation

Workflows 1

• Create a Workflow to Automate your Reports

Admin 10

• Add a Workspace
• Add a MYOB AccountRight Organisation
• Add a Xero Organisation
• Add a QuickBooks Online Organisation
• Invite a User

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Your Account 4

• Sign in to Calxa Online App
• Change your Password
• Forgot my Password
• Update your Profile

Billing 4

• Purchase from a Trial
• Upgrade / Downgrade Subscription
• Purchase a New Subscription
• Update Payment Details

System Requirements 1

• Supported Browsers

Desktop - Getting Started 16

• Calxa Online Workspace
• Connecting and Updating: MYOB AccountRight
• Connecting and Updating: Xero
• Connecting and Updating: QBO
• Calxa Basics Webinar

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Desktop - Reporting 20

• Running Reports
• Cost Centre Reporting with Calxa Business Units
• Account Trees - Rearrange your Chart of Accounts
• Consolidate Multiple Organisations (Desktop)
• Creating Custom KPIs

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Desktop - Budgeting 13

• Use the Budget Factory to Save Time and Create Multiple Budgets
• Edit Budgets using Budget Shortcuts and the Budget Grid
• Exporting and Importing Budgets
• Print Profit and Loss Budget
• Understanding Balance Sheet Budgets

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Desktop - Cashflow 5

• Preparing a Cashflow Forecast
• Step by Step Cashflow Projections
• Handling Income Received in Advance (such as Grants)
• Understanding and Troubleshooting Cashflow
• Prepare Statement of Cashflows Report

Desktop - Custom Reports 12

• Report Designer: General Concepts
• Customising Reports
• Report Designer: Add and Remove Columns
• Report Designer: Add Company Logo
• Report Designer: Customise Profit Terminology

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Desktop - Admin and IT 27

• Backup and Restore: Local Database
• Backup and Restore: Network Database
• Configure Calxa Users and Permissions
• Update Licence Serial Number
• Copy an Organisation from Another Calxa Workspace

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Online Change Log 11

• Change Log 02-06-2018
• Change Log 10-05-2018
• Change Log 03-04-2018
• Change Log 27-02-2018
• Change Log 13-02-2018

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Desktop Software Versions 40

• Calxa Update - 4.5.0
• Calxa Update - 4.4.4
• Calxa Update - 4.4.1
• Calxa Update - 4.3.4
• Calxa Update - 4.1.5

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