Calxa Help Centre

Initial Steps 8

• Get Started Checklist
• Sign up for a Free Trial
• Using the Help Widget
• What accounting software works with Calxa Online?
• Calxa and MYOB

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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 4

• How to Move Online (Copy Workspace)
• Tips to get familiar with Calxa's online app (for desktop users)
• Links for Calxa Desktop Users who have moved their Calxa data Online
• Templates - Desktop to Online Cross-Reference

Event Recordings 13

• Calxa Basics - for Calxa Online
• Customise Reports
• EOFY Reporting
• Cashflow Forecasting
• Preparing Next Year's Budget

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Builder 5

• Select a Report Template
• Set Report Criteria
• Report on Business Units
• Date Selection
• Preview a Report

Bundles 7

• 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

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Consolidating Multiple Organisations 2

• Consolidate Multiple Organisations
• Create an Organisation Group (for Multi-Org Consolidated Reports)

Dashboards 1

• Dashboard

Designer 12

• Create Custom Template
• Edit Column Data
• Insert Column and Resize
• Export and Import Custom Template
• Add Calculated Field

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Published Reports 3

• Publish your Reports
• View Published Reports
• Manage Folders

Budgets & Actuals 12

• Edit Budgets
• Budget Factory
• Export and Import Budgets
• How to Print your Budget
• Organisation Budget (Consolidation Setting)

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KPIs 4

• Account Groups
• KPI Builder
• KPI Reporting
• Metrics

Cashflow & Financial Settings 23

• Step by Step Guide to Cashflow Forecasting
• Create a 3-Way Forecast
• Handling Income Received in Advance (such as Grants)
• Understanding and Troubleshooting Cashflow
• Balance your Budget with the Budget Discrepancy Analysis Report

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Organisation Sync and Reconnect 8

• Sync a MYOB AccountRight Organisation
• Sync a Xero Organisation
• Sync a QuickBooks Online Organisation
• Sync a MYOB Essentials Organisation
• Reconnect a MYOB AccountRight Organisation

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NDIA Claims 4

• Enable NDIA Bulk Claims
• Set up an NDIA Customer Group
• Export an NDIA Bulk Claims File
• MYOB Setup for NDIA Bulk Claims

Other Settings 3

• General Settings
• Account Trees
• Business Units

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

My Workspace 4

• Accounting file sync isn't working
• QuickBooks Online Disconnected
• Where do I go to Import a Budget from a spreadsheet?
• Where is the Budget Factory?

Admin 11

• Admin Overview
• Add a Workspace
• Add a MYOB AccountRight Organisation
• Add a Xero Organisation
• Add a QuickBooks Online Organisation

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Your Account 6

• Change your Password
• Forgot my Password
• Renew Annual Licence
• Sign in to Calxa Online app
• Update your Profile

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Billing 6

• Purchase from a Trial / Re-subscribe
• Update Payment Details
• Edit Subscription
• View Invoices
• Purchase a New Subscription - Existing Customers

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System Requirements 1

• Supported Browsers

Current Change Logs 21

• Change Log 2019-10-11
• Change Log 2019-09-19
• Change Log 2019-09-03
• Change Log 2019-08-20
• Change Log 2019-08-15

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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

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Desktop - Getting Started 15

• Calxa Basics Webinar
• Connecting and Updating: MYOB AccountRight
• Connecting and Updating: Xero
• Connecting and Updating: QuickBooks Online
• Connecting and Updating: MYOB Essentials

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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 (Desktop client)
• Understanding Balance Sheet Budgets

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Desktop - Cashflow 5

• Preparing a Cashflow Forecast
• Step by Step Cashflow Projections
• How to Handle Income Received in Advance
• 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 28

• 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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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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