Under the main Admin menu there is an Organisations sub-menu. This menu shows a full list of organisations across all your workspaces with options to sync, reconnect to the accounting system, rename and delete all in the one screen.
Many of these options are available directly in a workspace but this screen allows you to clearly see your full list of organisations and perform these admin tasks in one location.
- To get to the Organisations menu, click on the ellipsis found at the top right of any Calxa Online screen, then select ADMIN from the drop-down.
- This brings you to the Admin screen. Click on the Organisations link at the top left.
1 - Click on Sync Now next to the organisation you want to update to sync.
2 - Click on the ellipsis to the right of an organisation name and select from the drop-down to reconnect to the accounting system, rename or delete the organisation.