Calxa Help Centre

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

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Evaluate Calxa 4

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

Organisation Sync and Reconnect 9

• General Settings
• Sync a MYOB AccountRight Organisation
• Sync a Xero Organisation
• Sync a QuickBooks Online Organisation
• Sync a MYOB Essentials Organisation

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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 5

• How to Move Online - A guide for desktop users
• 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
• How to Move Online - A guide for desktop users

Event Recordings 2

• Calxa Basics - Reporting Basics
• Calxa Basics - Budgeting Basics

Budgets & Metrics 15

• Edit Budgets
• Metrics
• Budget Factory
• Export and Import Budgets
• How to Print your Budget

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Financial Settings 11

• GST / VAT
• Wages & PAYG
• Bank & Equity
• Superannuation (Pension Plan)
• Depreciation

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3-Way Forecast Guides 4

• Create a 3-Way Forecast
• Step by Step Guide to Cashflow Forecasting
• Handling Income Received in Advance (such as Grants)
• Budget for Overdraft Interest

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

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

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Dashboards 1

• Dashboard

Business Unit Reports 2

• Report on Business Units
• Business Units Menu

Account Trees 4

• Create Account Tree
• Edit Account Tree
• Account Tree: Categories & Running Totals
• Account Tree: Header & Detail Accounts

Consolidate Multiple Organisations 5

• Organisation Groups
• Consolidate Multiple Organisations
• Create Common Account Structure for Consolidation
• Elimination Entries for Consolidation
• Multi-Currency or Partial Ownership Consolidation

KPIs 3

• Account Groups
• KPI Builder
• 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

Designer Basics 2

• Create Custom Template
• Export and Import Custom Template

Report Columns 5

• Insert Column and Resize
• Edit Column Data
• Add Calculated Field
• Conditional Calculated Field
• Calculating a Variance

Chart Designer 3

• Customise a Chart
• Chart Labels Number Formatting
• Delete a Chart Series

Tips and Tricks 6

• Add Watermark
• Continuous Page for Exporting to Excel
• Remove Page Breaks from Between Business Units
• Change Page Orientation
• Custom Field to Split Report Header

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Event Recordings 4

• Customise Reports
• Customising Reports for Beginners
• Advanced Custom Report Techniques
• Design your Own Charts

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

Troubleshooting 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 12

• 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 1

• Change Log 2020-01-21

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