Calxa Help Centre

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