Reporting for MYOB Acumatica
Manage your cost centre budgets and prepare cash flow predictions. Add KPIs and non-financial metrics to your reports to get insights into all aspects of your business.
WHEN YOU WANT MORE
Powerful Management Reporting
Award-winning budgeting and cash flow forecasting software
Cashflow Forecasts Made Easy
To create a cashflow forecast, simply create your list of accounts. Then select your payment cycle for taxes like GST/VAT and PAYG/PAYE and for your Superannuation/Pension Fund or Kiwi Saver. We manage the timing of payments and receipts based on your current debtors and creditors. Add in a budget for the profit and loss accounts and the balance sheet (we handle the hard accounts there) and your full 3-way forecast is ready to go.
Cost Centre Budgets
All you need to do is create your Business Units, enter their budgets and roll it up into a company budget. You can deliver better budget management and run reports across financial years and many years ahead. Set granular permissions for various stakeholders within your organisation. Format your reports to help you better see departmental performance, track funding streams or acquit grants. Have control over your unspent budgets at all times.
Track Performance with KPIs
Some of the most powerful business insights are Key Performance Indicators (KPIs). We have designed some standard ones we think are useful, but you can supplement these by creating your own. Imagine tracking your core business targets each month. Not-for-Profits can display impact metrics relating to their programs. Whilst, restaurants and cafes can check food cost percentages. Retailers monitor Average Transaction Values and more.
Group Consolidations to Save Time
Get a birds-eye view of your group of companies. Prepare consolidated financial statements displaying Profit & Loss, Balance Sheet and Cash Flow Forecast reports across unlimited companies. Once you’ve set up your accounts, you can use our Account Trees to create a common accounts list across all entities. Over 170 foreign currencies provide the platform for multi-currency consolidations. Easily handle inter-company eliminations and partial ownership in Calxa.
Report Automation
Calxa will help you automate your end-of-month management reporting process. Choose from over 200 reports and charts using Calxa. Don’t be limited by your chart of accounts, simply add headers to re-order and summarise your data. Now add a cover page and some notes and schedule them to be delivered to your inbox each month. Create workflows to deliver your reports to stakeholders while they are sleeping.
Works with MYOB Acumatica
Connecting to your work in Acumatica, we will bring in your chart of accounts, projects, project tasks and subaccounts and actuals.
Calxa's Flexible Reporting Engine
Use Calxa’s powerful budgeting engine to set up your forward looking plans. Once set, simply let Calxa do the hard work for you and delivered your reports automatically each months..
200+ Pre-built Templates
Select from the many reports – line charts, bar graphs, number reports, pie or waterfall charts.
Re-arrange Structure
Re-group your chart of accounts to summarise and simplify your reports for the various audiences.
Report Designer
Customise your reports to add columns, adjust colours, insert logos, content. Make them yours.
Batch & Deliver
Batch reports into a Bundle, add a cover page, do some annotations and automate its delivery.
SEE IT IN ACTION
The Output
We designed and built this app for the end-user. Our top criteria is ‘Must be Easy’.
Accounting Partners’ #1 Choice
Calxa has been a leading MYOB add-on for many years. Being voted “MYOB Partner Choice” was no surprise to many but certainly an honour to the team.
VOTED BY ACCOUNTING PROFESSIONALS
“Our add-on partners expand and complement the functionality of MYOB’s products and Calxa stands out for its stellar work with small businesses, accountants and not-for-profits. They thoroughly deserved this award”.
— Tim Reed, MYOB CEO —
Our Customers Love our Reports
Our app has grown from thousands of our customers feedback
“Without these forecasts, the bank would have shut them down – a terrible results for such hardworking clients.”
“We can easily produce scenarios for our lenders, to demonstrate that we have the capacity to service our loans.”
“Am absolutely loving the Calxa program. The reports look great and the budgeting is so easy.”
Try Calxa Free for 30-Days
Calxa is the leading financial reporting software for businesses, not-for-profits and accountants.
Set up a trial using your NetSuite, MYOB Advanced or Sage data.