Calxa Help Centre

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 ma...

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 a...

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 simp...

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....

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 ...

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...

Calxa allows comments to be added on detail accounts for each budget period, allowing you to make notations about your assumptions or to collaborate du...

Contents File Formatting Error Reporting Format Business Unit and Account Path File Formatting Calxa provides the ability to Export and ...

The Budget Manager in Calxa allows you to create new, and copy existing, budget versions. You might create additional budget versions to look at new sc...

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...