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 7

• General Settings
• Sync a MYOB Organisation
• Sync a Xero Organisation
• Sync a QuickBooks Online Organisation
• Reconnect a MYOB 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 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 & Metrics 17

• Budgets & Actuals
• Budget Formulas
• Budget Comments
• Metrics
• Budget Factory

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Cashflow Settings 11

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

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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

Report Builder 5

• Select a Report Template
• Preview a Report
• Set Report Criteria
• Date Selection
• Sorting Business Units by Performance

Report Bundles 9

• 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 Report to a Bundle

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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

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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

Designer Basics 3

• Customise Reports
• Create Custom Template
• Export and Import Custom Template

Report Columns 7

• Insert Column and Resize
• Edit Column Data
• Delete Column and Resize
• Add Calculated Field
• Conditional Calculated Field

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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

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Event Recordings 3

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

Shared Report Templates 2

• Actual vs Approved Budget (2 Annual with Variance)
• Actual vs Current Budget (2 Annual with Variance)

Manual Organisation 5

• Manage Chart of Accounts
• Manage Business Units
• Enter Actuals for Manual Organisation
• Import Actuals for Manual Organisation
• Import Data 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 15

• 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 8

• Sign in to Calxa Online app
• Forgot your Password
• Update your Profile
• Change your Password
• Change your Email Address

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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 2020-01-19

2020 Change Logs 16

• Change Log 2020-12-21
• Change Log 2020-12-08
• Change Log 2020-11-24
• Change Log 2020-11-10
• Change Log 2020-10-20

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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