Calxa budgeting tools make it easier for you to manage your budgets directly in Calxa rather than in your accounting system, but sometimes you might already have data in your accounting system you need to get into Calxa.
Calxa has a sync option to update your budgets from MYOB AccountRight and Xero organisations each time you sync your organisation. This budget version is read-only but can be copied for further editing or used as the source data in Budget Factory calculations. QuickBooks Online and MYOB Essentials budget syncs will be added in the near future.
The read-only accounting system synced budget version names in Calxa are called MYOB Budget and Xero Overall Budget.
Once the Accounting System Budget has been synced into Calxa it will be in read only form. Should you wish to edit the budget in Calxa, you will need to copy it to another budget version. You can choose to either copy the entire accounting system budget OR copy just the current year's budget.
- A copy of the entire budget version can be done via the Manage Budgets screen. The Manage Budget Versions help note provides instructions on how to do this.
- To copy a single year, refer to Budget Factory help note for instructions.
After you copy your accounting system budget to an editable budget version, you may then wish to turn off automatic updates of your accounting system budget in Calxa during org syncs.
The General Settings help note provides instructions on how to do this.