Budgets & Metrics

Budgets & Actuals
Editing budgets can be used to create a new budget version or edit an existing budget. This article explains the steps to edit your budgets. You can manuall...
Fri, 15 May, 2020 at 10:19 AM
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
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 budgets, update existing budgets or simply co...
Fri, 15 May, 2020 at 10:20 AM
Loan Wizard
The Calxa Loan Wizard allows you to quickly and easily incorporate loans into your budgets. The wizard will do all of the complex calculations for you and w...
Mon, 27 Jul, 2020 at 3:58 PM
Export and Import Budgets
Calxa allows you to import budgets directly from an Excel or CSV file. It may make sense to budget in this way if: You already have budgets in Excel.  Yo...
Tue, 12 May, 2020 at 5:59 AM
Import Budgets - File Formatting and Error Reporting
Contents File Formatting Error Reporting Format Business Unit and Account Path File Formatting Calxa provides the ability to Export and Impor...
Thu, 23 Jul, 2020 at 11:13 AM
How to Print your Budget
To print your Profit & Loss budget by month in Calxa, you will go to the Reports -> Builder screen and run the P&L with Projected Total (12 Month...
Thu, 14 May, 2020 at 3:30 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 Organisati...
Tue, 12 May, 2020 at 11:43 AM
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
Manage Budget Versions
The Budget Manager gives an overview of your budgets and provides options for creating, copying and managing budget versions. A single budget version can sp...
Tue, 12 May, 2020 at 5:59 AM