Budgets & Actuals

Edit Budgets
Editing budgets can be used to create a new budget or edit an existing budget. This article explains the steps to edit your budgets. If you are creati...
Thu, 6 Sep, 2018 at 4:31 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 ...
Mon, 17 Sep, 2018 at 2:26 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...
Thu, 4 Oct, 2018 at 3:40 PM
Export and Import Budgets
Calxa provides the ability to Export and Import budgets from CSV or Excel files. It may make sense to budget in this way if: you already have budgets...
Mon, 25 Jun, 2018 at 4:04 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 man...
Tue, 18 Sep, 2018 at 11:05 AM
Manage Budget Versions
The Budget Manager in Calxa allows you to create new, and copy existing, budget versions. Additional budget versions can be used to look at new scenari...
Fri, 29 Jun, 2018 at 4:12 PM
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 ...
Fri, 5 Oct, 2018 at 11:16 AM