Budgets & Metrics

Edit Budgets
This article explains the Budgets & Actuals menu and how you can navigate your organisations, budget versions, business units and edit them in a familia...
Wed, 17 Mar, 2021 at 7:36 AM
Budget Views & Layouts
This article explains the Budgets & Actuals menu and how you can navigate your organisations, budget versions, business units and change the layouts, fi...
Wed, 24 Mar, 2021 at 11:54 AM
Budget Formulas
Apply one off calculations or add live formulas to build budgets based on other accounts or driver based budgets using Metrics.   TABLE OF CONTENTS F...
Tue, 2 Feb, 2021 at 12:30 PM
Budget Comments
Calxa allows comments to be added on detail accounts for each budget period, allowing you to make notations about your assumptions or to collaborate during ...
Mon, 18 May, 2020 at 4:09 PM
Metrics
When you connect Calxa to your accounting system it links to your general ledger actuals and allows you to create multiple projections of budget data aga...
Tue, 12 May, 2020 at 5:59 AM
Organisation Budget (Consolidation Setting)
Many people budget at the cost centre/job/project/program level and then want to roll these budgets up to the organisation or overall budget. The Organisati...
Wed, 10 Mar, 2021 at 2:51 PM
Balance Sheet Budgeting
A Balance Sheet budget is an important part of any budget, particularly when forecasting cashflow or preparing a full 3-Way Forecast. If prepared manually...
Thu, 14 May, 2020 at 2:01 PM
Use your Accounting System Budget in Calxa
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...
Tue, 8 Sep, 2020 at 10:19 AM
Budget for Inventory (Perpetual Method)
If you manage inventory or stock in your organisation and plan to do a 3-Way, Cashflow or Balance Sheet Forecast then you'll need to budget for this...
Mon, 18 May, 2020 at 4:14 PM
Budget for Inventory (Periodic Method)
If you manage inventory or stock in your organisation and plan to do a 3-Way, Cashflow or Balance Sheet Forecast then you'll need to budget for this in...
Mon, 18 May, 2020 at 4:14 PM