Budgets & Actuals

Edit Budgets
A budget editor screen in now available in the online app. Budget shortcuts and calculations have not been added yet, but keep an eye out for them in t...
Fri, 6 Apr, 2018 at 1:57 PM
Budget Factory
The budget factory is a bulk editor that will save you time. You can use it in a variety of ways to create new, update existing or simply copy budgets ...
Wed, 16 May, 2018 at 4:18 PM
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 Organ...
Wed, 6 Jun, 2018 at 4:00 PM
Manage Budget Versions
Coming soon
Tue, 22 May, 2018 at 11:02 AM
Export and Import Budgets
When preparing your budgets, you may choose to use the Export and Import Budget features for situations where you have a large number of business units...
Wed, 6 Jun, 2018 at 4:00 PM
Import Budgets - File Formatting and Error Reporting
Calxa provides the ability to Export and Import budgets from CSV or Excel files, as noted in the Import and Export Budgets help note. The easiest way t...
Fri, 22 Jun, 2018 at 4:43 PM