Calxa Help Centre

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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