Calxa Blog
The latest updates and news on product and educational thoughts.
New KPI Builder Hits The Ground
The KPI Builder is our last major feature to move from the desktop application to the browser app – and it’s here now! Last month we released Metrics to record your non-financial numbers, then in mid-January, we added Account Groups and this week KPI Formulas went...
Budgeting & Forecasting Solution Provider
Here at Calxa it is in our blood to be continuously improving what we do, which means we know we have a product that is one of the best out there. We love what we do and we are delighted to have been named by Insights Success Magazine as One of the Best in Class...
Forecasting for Your Clients
Accountants are deemed to be one of the most trusted professions. So it’s not surprising that they are a key figure when it comes to business advice. Preparing a forecast for clients is fundamental to enable the advisor’s adding value. There are different ways to...
A Million Dollar Donation Program – Are You Out of Control?
We started a million dollar donation program for Not-for-Profits. Well, maybe this idea is out of control. But then again, maybe it’s not a bad thing to do. After all, we live in the same world and should contribute in the best way we can. The philosopher Peter Singer...
Starting a Conversation Part 3: The ‘Sticky’ Action
Now it’s time to delve deeper into that stickiness and look at how you, as a bookkeeper or accountant, can make yourself truly indispensable to your clients. Above all, the answer is to choose the right KPIs (Key Performance Indicators) and provide them with the key...
Changes to Desktop Accounting Software Support
The world is changing – apologies if that is stating the obvious. There has been a gradual move over the past 10 years to hosting accounting software online, rather than on a local computer or network. This has many advantages in terms of access and collaboration as...
NFP Tech Giants Merge
There have been 2 major Not-for-Profit technology organisations dominating the sector – in their different ways – over the past 2 decades. Connecting Up, with their donation and discount program, and Infoxchange, consultants and developers of “Technology for Social...
Account Tree Love, and Online Metrics
The next Calxa software release is not far away. As usual there will be some improvements and enhancements. The cherry on this release cake is the new Metrics. This new feature signals, ever so gently, the coming of our full KPI & Formula calculator. Next...
Xero Gets a Navigation Make-Over
This month Xero released a major update to their navigation experience. Simplifying how users get around the accounting app is at the core of this navigation make-over. Making Xero easier to use and more efficient for daily tasks is the desired outcome. Beautiful...
Starting a Conversation Part 2: The ‘Sticky’ Effect
Not all of your customers may be worth keeping but for most bookkeepers and accountants, it’s important that you can keep most of them for as long as possible. Differentiate your Bookkeeping Business and derive business insights for your clients. How do you do that in...
Starting a Conversation Part 1: Awakening their Interest
Unless you’ve been living under a rock, you’ll have seen plenty of advice from the ‘thought leaders’ in the accounting industry that the future is in advisory services, not in compliance. That sounds good, exciting even but it’s also daunting for many accountants and...
Streamlining Grant Acquittals
So, how do you streamline grant acquittals? Firstly, let us clarify the term 'Grant Acquittal'. Essentially, the term “Grant Acquittals” seems to be uniquely Australian. Our friends in the UK and New Zealand are often puzzled by it. Don’t be! It’s simply reporting...
Good Governance Leads to Successful Boards
We always harp on about how important good governance is and how successful boards are the key to the sustainability of organisations. Our team here at Calxa is always on the lookout for better ways to do business. This includes new tools, improved systems and new...
Graphic / Video / Content Creator
We are looking for top gun marketers! We are going global and are building an inhouse digital team with PPC, SEO, CRO skills that are backed up by writers, videographers, content creators and graphically skilled talent. Real expertise You’re an expert in design...
Automating the 3-Way Forecast: The Ultimate Guide
Automating the 3-Way Forecast, also referred to as 3 Statement Model, has always been a strong point of Calxa. It's an easy way to prepare a 3-Way Forecast. This key set of reports is the foundation for most financial analysis of a business including scenario planning...
End of Life for MYOB Premier 19 – What this means for your Calxa
MYOB have made public announcements ending support for their Premier 19 range of products from September 2019, and the associated ODBC Driver (the tool we use to connect Calxa to Premier 19) from September 2018. What does this mean for you? The end of MYOB ODBC...
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