Click here to open in a new window

Step 1 - Sign up

During the trial or purchase wizard you'll connect to your accounting data and review some basic settings. 

Sign up for a Trial

Click here for a 30-day free trial.

Refer to this help note for detailed instructions on the sign up process, including how to connect to your accounting file.

Manually Create a Workspace - Not-for-Profits

Use this option if you are a customer with a new donation or discounted licence who did not trial Calxa first.

Sign in to Calxa, then Add a Workspace and connect to your accounting file. 

Step 2 - Set up your Budget

An auto-budget based on last year's actuals is automatically created for you in Step 1 when you sign up for a trial. This auto-budget cannot be edited, however, so you will eventually want to set up your own budget in Calxa.

To set up your budget you have a few options:

• Enter or Edit your budget - use the budget editor to enter figures in a spreadsheet-like view or edit an existing budget.
  
  
• Budget Factory - create new budgets, update existing budgets or copy budgets for multiple business units and years all at one time.  You can also use it to create a reforecast containing actuals YTD.
  
  
• Import your budget from a spreadsheet - handy tool if you already have budgets set up in Excel, have a large number of business units, want to delegate portions of the budget to managers, or have complex formulas best modelled in Excel.
  
  
• Sync the budget from your accounting system - this can be done for both the business unit and organisation level with MYOB AccountRight and QuickBooks Online, and for the Overall Budget only with Xero. See step 5 of each linked article for more details. Note Calxa cannot sync MYOB Essentials budgets because the Essentials API does not provide that data.
  
  

Step 3 - Run Reports

Calxa has a huge range of reporting features - from standard financial statements or actual vs budget comparisons to more complex business unit or multiple entity consolidations. Review the links below that apply to your reporting requirements. 

• Sync organisation actuals from your accounting system before running reports.
  
  
• Select a Report Template. For more help, see Set Report Criteria, Date Selection, Preview a Report.
  
  
• Report on Business Units (such as jobs, tracking categories, cost centres, customers/classes/locations).
  
  
• Multiple Organisation Consolidation.
  
  
• Account Trees to reorder or summarise your chart of accounts for reporting.
  
  
• Dashboard review.

Step 4 - Set up Report Bundles

Report bundles help you save time by saving sets of reports and documents into complete management reporting packs. During Step 1 Calxa will have created a sample bundle for you, but you'll probably want to edit that or create your own.  

• Create a Bundleusing a pre-configured kit. 
  • Calxa offers the following bundle kits: 3-Way Forecast, NFP, Small Business, Accountant, NZ Charity - Tier 3 & 4, ATO-Sponsored Cash Flow Coaching Kit.
    
    
• Add a Document to a Bundle - to create cover pages, Executive Summaries and notes. Also Edit a Bundle, Run a Bundle, Add a Report to a Bundle.

Step 5 - Automate Reports

During Step 1 you may have already chosen to have reports sent to you monthly. In this case you will already have a Workflow configured to sync with your accounting data and send you a sample report bundle. 

• Set up a Workflow to automate your reporting. A workflow can sync your online accounting file data and generate and deliver report bundles.

More Calxa Features

• Cashflow Forecasting & 3-Way Forecast
• Invite Users & Set Permissions
• Customise Reports
• KPIs and Metrics
  
• NDIA Bulk Claims
  
  

Get Additional Help & Support

Calxa Help Centre

Our Help Centre includes step-by-step guides on all features. You can get to the Help Centre anytime via the Help & Support link at the bottom left of the online app.

Join a Webinar

Join our free weekly Calxa Basics webinar, or our monthly Web Chats that delve into Calxa advanced features. Learn from the comfort of your desk and ask us questions.

Watch a Recording

Go to the Event Recordings section of our Help Centre to view one of our webinar recordings.

Talk to our Support Team

We love talking to our customers. Give us a call, click the Help Me button on any screen in the online app, submit a ticket or email us at helpme@calxa.com if you need some help or just want to run something by us. For details see our Contact Us page. 

Classroom Training Session

Sign up for classroom training sessions run by our Accredited Partners around Australia. See if there is a course near you.

Find a Partner

Our partners are accounting specialists with in-depth Calxa knowledge. Book their time for a remote session or on-site consultancy. Find a partner in your area.

Upgrade your Trial

Please see this help note for instructions on how to upgrade your current or expired Calxa trial to a subscription. For a comparison of our products see the Pricing page.