Use Business Units to track different areas of your business such as Projects or Departments. In this article we look at how to create and manage the Business Units. If your organisation is linked to MYOB, Xero or QuickBooks you must edit your Business Units in your accounting data and sync the changes to Calxa.





TABLE OF CONTENTS


This help article only applies to manually created organisations. The Business Units menu will be ready only if your organisation is linked to an accounting system. 


  1. Navigate to Settings -> Organisation Settings -> Business Units.

  2. Select your organisation from the Selected organisation dropdown.

    Business Units



Add Category

Before you can create the business units that track different areas of your business you must first create the category that will contain the list of Business Units. For example the Category might be Locations, Departments or Projects. 


  1. Click New Category at the left

    New Category

  2. Enter a category name and click CREATE CATEGORY
  3. Skip to Step 3 of the Add Business Units heading below

Add Business Units


  1. Select the Category you would like to add business units to

  2. Click ADD BUSINESS UNIT 

    Add Business Unit
  3. Enter details for the new business unit.
    1. NUMBER: The business unit number is the primary sort field in reports. While it is optional it can help with ensuring business units are unique even if the names are the same. 
    2. NAME: The name of the business unit that is used in reports.

  4. To add multiple business units click ADD ANOTHER BUSINESS UNIT

    Add Business Unit



Edit Existing Business Units

  1. Select the Category you would like to add business units to

  2. Edit the business unit fields and click SAVE CHANGES

    Edit Business Units



Create Business Unit Selections


Once you have added your Business Units, you can then go to the Business Unit Selection in the left Menu and create groups of business units for your reporting needs.  


It is recommended that you at least start with a  Selection that includes all the Business Units, to assist with reporting on the organisation overall.