Budgets & Metrics

Edit Budgets
Click here to open in a new window Editing budgets can be used to create a new budget version or edit an existing budget. This article explains the st...
Fri, 24 Jan, 2020 at 1:45 PM
Metrics
Click here to open in a new window When you connect Calxa to your accounting system it links to your general ledger actuals and allows you to create m...
Fri, 24 Jan, 2020 at 1:47 PM
Budget Factory
Click here to open in a new window The budget factory is a bulk editor that will save you time. You can use it in a variety of ways to create new budg...
Fri, 24 Jan, 2020 at 1:48 PM
Export and Import Budgets
Click here to open in a new window Calxa allows you to import budgets directly from an Excel or CSV file. It may make sense to budget in this way if: ...
Fri, 24 Jan, 2020 at 1:49 PM
How to Print your Budget
Click here to open in a new window To print your Profit & Loss budget by month in Calxa, you will go to the Reports -> Builder screen and run t...
Fri, 24 Jan, 2020 at 1:50 PM
Organisation Budget (Consolidation Setting)
Click here to open in a new window Many people budget at the cost centre/job/project/program level and then want to roll these budgets up to the organ...
Fri, 24 Jan, 2020 at 1:52 PM
Budget Comments
Click here to open in a new window Calxa allows comments to be added on detail accounts for each budget period, allowing you to make notations about y...
Fri, 24 Jan, 2020 at 1:53 PM
Import Budgets - File Formatting and Error Reporting
Click here to open in a new window Contents File Formatting Error Reporting Format Business Unit and Account Path File Formatting Calxa pr...
Fri, 24 Jan, 2020 at 1:54 PM
Manage Budget Versions
Click here to open in a new window The Budget Manager in Calxa allows you to create new, and copy existing, budget versions. You might create addition...
Fri, 24 Jan, 2020 at 1:55 PM
Balance Sheet Budgeting
Click here to open in a new window A Balance Sheet budget is an important part of any budget, particularly when forecasting cashflow or preparing a ful...
Fri, 24 Jan, 2020 at 1:56 PM