Getting started:

 

This video shows you how to use the edit budget tools in Calxa, highlighting a number of nifty shortcuts you can use to save time.

        

Step 3 shows how to get started with Calxa reports. Produce reports to compare actuals to budgets, to analyse your cashflow projections, KPIs and balance sheet forecasts. 

         

A quick tour of the tax payment set up you’ll do once and then not have to worry about again.

         

The default settings in Calxa’s cashflow worksheets will suit most organisations but if you would like to change some of those settings (schedules or cashflow types), Step 5 will show you how.

         

This video outlines one of Calxa’s most important functions: quickly and easily producing charts and reports so you can understand the components of your bank balance and predict the direction of your business. 

 

The last video in this series outlines two methods for customising reports, including using the report designer to edit a report template and how to create a custom Account Tree to map your existing chart of accounts to a new arrangement.