If you have MYOB installed on that computer, install the ODBC Driver by following these steps:

1. Click Start
2. Click All Programs
3. Find your MYOB version in the list (MYOB Accounting 18, MYOB Premier 11, etc)
4. Click on MYOB Tools
5. Click ‘Install MYOB ODBC Direct x’ (where x is the version number)
6. Follow the prompts to complete the installation
7. Insert your MYOB CD in the computer
8. 2. On the menu, select Resources
9. 3. Click ‘Install MYOB ODBC Direct x’ (where x is the version number

If you don’t have MYOB installed,

1. Browse to the folder where Calxa is installed (by default this is Program Files\Calxa\Calxa Client
2. Open the folder UnmanagedBin
3. Open the folder MYOBDrivers
4. Select the folder for the driver version you need
5. Run Setup.exe to install the driver

1. On the ribbon in Calxa, select the Backup Datafile button
2. Select the folder in which you want to store your backup. We recommend backing up to media that you can store off-site for safety
3. Modify the backup name if you wish - the default is your data file name plus today's date
4. Click Save

For more details on backup and restore functions see the video on our Training and Support page. Note that if you are using SQL Server as your Calxa database, you should use the SQL Server Management Studio tools to backup your data.

• Watch the Quick Start Wizard Support Video
• Attend a Getting Started Webinar

Select the “Organisation Management” icon on the ribbon, select the organisation you want to update and then click on “Update”.

All you need to do is update Calxa by clicking on the “Organisation Management” icon. Make sure that the correct MYOB data file is selected and click on “Update”.

Yes, you can. After making these changes in your accounting file remember to update the data in Calxa by clicking on the “Organisation Management” icon. Make sure that the correct accounting data file is selected and click on “Update”.

This will ensure that the data in Calxa is updated in accordance with the changes made to the accounting data file. You should update the data in Calxa before using Calxa to create or review budgets, reports and cashflow forecasts.

The Organisation Management function in Calxa allows you to handle multiple accounting files. If you are working on one file and wish to open a different file, click on the “Organisation Management” icon. Select the “Create” button and then browse for your other accounting file. When you have selected the appropriate file, click “Create”. This will enable you to access both files in Calxa.

This problem is easily overcome by going into your MYOB file and opening up your Accounts List. Use the arrow to the left of the account to open up account information and tick the “Inactivate Account” checkbox. Once you have made all of the necessary changes to the MYOB data file, update the data in Calxa by clicking on the “Organisation Management” icon. Ensure that the correct MYOB data file is selected and click on “Update”. Once an account is flagged as inactive in MYOB it will not appear in Calxa budgets, reports or cashflow forecasts.

Within the Calxa budget screen you can also easily expand and contract sections of the accounts so you can focus on just the ones that are interesting to you at that time. Note: You can reactivate an account in MYOB at any time by simply clearing the checkbox.

In Calxa you can create a report called ‘Where Did Our Money Go?’ This report clearly sets out where money has came from, and where money has gone. At a glance you are able to see how much money your organisation has earned and spent within a certain period of time, and the net profit or loss for the period. There is also an option to create a graphic representation of the report by selecting the ‘Where Did Our Money Go?’ option under “Charts” in the Reports List.

Budgets are fundamental tools that assist in obtaining grant acquittals, preparing board reports, ensuring good governance, transparency, and best practice financial management. Budgets essentially compare the expected figures to what actually happens.

Many organisations struggle because of inadequate control over cash flows. Insight into what income will be received, and when, means that the organisation will be able to plan to meet future expenses effectively. Good cash management is essential for business planning and budgeting, and is a fundamental aspect of good governance and best practice financial management.

Watch the Quick Start Wizard Support Video