Calxa Blog
The latest updates and news on product and educational thoughts.
Xero Budget Reports: How to Master the Art
Budgeting in Xero has come a long way since the early days. There’s a lot you can do, more than in some comparable accounting systems. Join us as we explore how to prepare Xero budget reports and understand where the limits are. Table of Content How to Do Xero...
New in Calxa: Report Styles for Branding
New in Calxa this month, we gave you the power to add your own colours and branding at a global level. Apparently, not everyone is a fan of orange! Previously, you could take a deep dive into the Report Designer and format each template the way you wanted or needed....
5 Tactics to a Successful Calxa Implementation in 5 Days
Achieving a successful Calxa implementation is the topic of this article. A successful implementation of any system requires you to have a clear plan. However, a plan on its own is not sufficient. You will need to bring other stakeholders on board. This can be your...
Unleash the Power of Xero Tracking Categories Reporting
Xero Tracking Categories have come a long way since they were first introduced many years ago. Back then, they seemed a little insipid compared to MYOB jobs or QuickBooks classes. Today this is a different story. Xero departmental reporting is now powerful and agile...
New in Calxa: Business Units are Getting a Makeover
We’ve always worked on giving you greater flexibility to produce the reports you want. Our latest project has taken that to the next level. This month, new in Calxa, will be our latest makeover of business unit reporting: Business Unit Trees. Report on one, some or...
How to Implement Calxa in Your Accounting Practice
How do you successfully implement Calxa across an accounting practice? Once you’ve decided that it’s the right tool for you, how do you get the rest of your team up and running? Follow our 5-step guide and you’ll be well on the way in just a few days. 5...
Nailing Multi-Currency Reporting
We live in a global economy and it’s common for businesses to operate in multiple countries. We’re going to focus here on multi-currency reporting for multiple entities in a group and the many challenges that need to be resolved. What is Multi-Currency...
How to Be a Great CFO
The business marketplace and today’s economy are rapidly changing, forcing organisations to adapt to new trends. This makes fiscal awareness and agility are critical to survival, to say the least. As a result, this places the CFO (Chief Financial Officer) at the helm...
Costing Bed-Nights for the NDIS Accommodation Provider
The NDIS Accommodation Provider runs a tight operation. Ideally, you want to achieve a 100% occupancy rate each night knowing the services are reaching the people in need. Reality is that a full house is not always possible. Of course, fixed costs are applicable...
Accounting Advisory Services: 3 Key Ingredients To Success
Sometimes it seems like everyone is talking about Advisory Services. But what are they? What do people mean when they talk about accounting advisory services and is it something you need to be doing? How do you deliver these services? Let us explore some of these...
Use Xero Login to Sign In or Sign Up for Calxa
Using the Xero Login to sign in or sign up for Calxa is an efficient way to operate. Single Sign On is the technical term for being able to sign in to one app with credentials from another. Calxa has been integrating with Xero since 2011. So much has changed since...
10 Examples of KPIs for Travel Agency Managers
Many businesses in the travel industry have had a tough time in 2020 and 2021. These 10 examples of KPIs for Travel Agency Managers will help you as an industry leader manage your business. With the massive decline in long distance travel, tracking performance is...
New in Calxa: Balance Sheet by Business Units and Daily Sync
July has been a month of releasing small changes but each of them has the potential to have a big impact on our customers. You will find a bunch of enhancements new in Calxa. From here on, your accounting data, if you’re using Xero, MYOB or QuickBooks, will sync...
Top 5 Reports for Accountants and Advisors
We all know that advisory is about more than reports. It’s about the conversations you have with your clients that get them thinking. However, reports can be an important catalyst for those conversations, so we’ve put together a selection to get you started. Not all...
New in Calxa: Launching Business Unit Combinations
What’s new in Calxa this month? We are greatly expanding the flexibility of Business Units for Xero and QuickBooks users this month. From here on, you will be able to report on the intersection of them. For example, you will be able to isolate  Project A in Department...
How to Get Started with Business Advisory Services
How do you get started with business advisory services? Do you know what the most valuable part of your bookkeeping business is? You! You have the experience and expertise to help your clients grow and flourish. So why limit yourself to just the standard bookkeeping...
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