Board Ready Reports
in Less Time
Flexible reporting by project, department, grant, branch, location or consolidated.
Eliminate errors by connecting directly to your
accounting data.
|
 |
 |
" With Calxa, I can report for a region, by program, by program type, by manager, by month or whatever I want. There is no way I could do this in Excel. I would need three more staff to manage it. "
Leanne Dreves
ACT for Kids – Brisbane QLD
” What I love about Calxa is that it frees up my time to get things right – instead of spending my time manually transposing numbers to create my reports, I now have time to complete thorough budget reviews and what-ifs. I have time to get things right, it gives me time to do what I should be doing as an accountant. ”
Peter Woodhouse
Medicare Local – Hobart TAS
|
|
This is how easy Account Trees will rearrange your Chart of Accounts and deliver the reports you need the way you need them.
|
|
|
 |
| Integration with your accounting data is the key. Calxa works with: |
|
(Check your version works with Calxa.) |
| Connect to your accounting system, update your actuals, tweak your budgets and print comparison reports each month. Report on your project and department budgets and deliver great management and board reports or grant acquittals! |
Fast Budgeting:
 |
Use the Budget Factory to set up bulk project budgets.
|
|
Use Shortcuts for fast budget calculations.
|
|
Flexible Reporting:
|
Use Account Trees to rearrange chart of accounts.
|
|
Create reports for different audiences – Boards, Grant Providers, Banks etc.
|
|
| Learn More>> |
|
 |
Not-for-Profits that:
|
Report to their boards
|
|
Acquit multiple grants
|
|
Need to manage SCOA
|
|
Are interested in management reports to make more informed decisions |
|
| Learn More >>> |
Medium sized businesses that:
|
Report by branch or location using jobs, classes or track categories. |
|
| Learn More >>> |
Accountants/Bookkeepers that:
|
Provide client reporting services
|
|
Aim to improve productivity
|
|
Are interested in eliminating errors
|
|
Have a desire to look professional
|
|
| Learn More>> |
|
 |
Integrating with your accounting data not only saves hours of data entry but it reduces errors when working on multiple projects. No complicated spreadsheets. Just easy to read reports.
|
| Learn More>> |
Grassroots Not-for-Profits can apply to receive a free Calxa Premier through the DonorTec donation program. We encourage NFPs with turnover of less than $1m to apply.
|
| Learn More>> |
Award Winning Software
Recognised for being a leader in its field.
2012: iAwards & Cool Company
2011: MYOB & DonorTec |
| Learn More>> |
|
 |
| |
Board Ready Budgets in Less Time |
|
|
and Cashflow Forecasts in Minutes |
| 1 |
CONNECT |
Connect to your accounting data |
|
4 |
SET TAX TIMING |
Review default accounts
Choose your GST, PAYG and
Superannuation frequency |
| 2 |
ENTER YOUR BUDGETS |
Use the Budget Factory Wizard or
Prepare or import your budget
Prepare Balance Sheet budget |
|
5 |
CASHFLOW SETTINGS |
Review settings
Adjust if needed |
| 3 |
ANALYSE REPORTS |
Select Reports
Set Criteria
Print, Export or Email Reports |
|
6 |
ANALYSE CASHFLOW |
Select Report or Chart
Print, Export or Email Cashflow |
 
| 7 |
CUSTOMISE REPORTS |
Use Account Trees to restructure your chart of accounts
Use the Report Designer to customise reports
Insert your company logo or Add and Remove columns |
|
 |
| If you haven't transitioned to Calxa as yet or have a colleague that would like to save hours or days of work every month - this is the session. Find out how other organisations use Calxa to improve what they do. |
| Info Session webinars are held on the first Wednesday of the month or alternatively join us for an on location Info Session at a capital city near you. |
| Learn More >> |
|
 |
| Calxa customers come from many different industries – they have one thing in common: |
| The desire to improve their organisation and to be in control. Check out some of their experiences… |
| Check out stories from Melaleuca Refugee Centre, ACT for Kids, The Place: Charlestown Community Centre, HICSA, Motor Neurone Disease Association, Ronald McDonald House in Westmead, Jawoyn Association and more. |
| Learn More >> |
|
 |
 |
| You can view or print our sample reports to give you an idea of what you can do with Calxa. |
| Learn More >> |
|
Are your needs less complex?
If you just want to do some organisational budgets and cashflow forecasts and don’t need to report by project or department then have a look at Calxa Express.
Or, check out these Comparison Tables…
|
|
What you need to know:
|
Sysetm requirements: Check out our FAQs
|
|
Subscription: Pay by month (no contracts) or subscribe annually
|
|
Includes: Regular automated updates, Email & Phone support, Training support notes and videos and free customer events |
|
|
|
