Calxa Financial Reporting: Premier Annual Subscription

Major Capabilities

Links to your Accounts

Connects to your QuickBooks Online and Xero data so each month you can compare budgets against your actuals.

Budgeting

Create monthly budgets by program that automatically roll up to the organisation budget. Use the Budget Factory wizard to set up next year’s budget in bulk for all of your programs – or for the next 15 years – in just a few minutes.  Or simply use different budget versions to build scenarios or re-forecast unspent portions. Use Metrics to track budgets and actuals for non-financial data and include them in your reports and KPIs. Board-approved budgets can be locked to protect your data.

Unspent Budgets

Easily create your program budgets and compare them to your jobs, tracking category or classes.

Budgets for each program are easily set up and actuals linked from your accounting system. It’s easy to delegate to program managers so they can manage their own funds and activities. Unspent monies are easily tracked or re-forecast for the remainder of the program.

Streamline Grant Acquittals

Being able to rearrange the account structure, makes acquittals to the various grant providers easy.

Preparing Board Reports

Easily batch your monthly reports and then schedule their delivery. It’s so flexible you can add annotations, images or word documents. See some sample reports.