1. Calxa Foundations

Service Description

Discover the power of budgeting and cashflow with our Calxa one-day face to face training course. Learn how to (or a refresher on) make best use of Calxa to manage budgets and cashflow, and produce well presented data with ease. Experienced trainer and longstanding Calxa Partner, Pam Chilman will guide you every step of the way. You will leave the course with the confidence and knowledge to make extensive use of use Calxa to manage the organisations financial related reporting requirements. ***UPCOMING COURSE DATE: Tuesday 23rd July, 2024*** Location: Gold Coast Training Rooms Everything you need for the day is INCLUDED: * Extensive workbook * Computer room setup with individual access to a Calxa training organisation * Pen and notepad * Certificate of attendance * Morning & Afternoon Tea as well as a delicious lunch * Trainer led content from award winning Calxa Partner, on how to make best use of Calxa for budgeting and cashflow LEARNING OUTCOMES: * Understand Terminology used along with key settings * Key integration points with your accounting data and optimising for best results * Getting around Calxa including the Dashboard * Working with Budgets both at organisation and cost centre level * Creating and managing single and multiple Budget versions * Working with the existing key reports, filtering and grouping in Bundles * Using Calxa features to cater for different reporting needs including grant acquittals * Understanding the uses for Business Unit Trees including making use of on reports * Make use of the cashflow reporting features * Understanding KPIs and how to add and remove from reports * Getting started with consolidated reporting * Key financial reports to manage your business or organisation AUDIENCE: * Employees keen to learn the fundamentals of Calxa * Inexperienced users of Calxa * Accountants and Bookkeepers wanting to get a handle on the key features available in Calxa * Existing Calxa users keen for a refresher ad wanting more from the system *Small business owners and financial controllers seeking improved financial management and reporting * Those keen to work with the latest online budgeting and cashflow tools We guide you through the essential and latest features of Calxa in a hands-on, interactive classroom setting designed to make the day informative and enjoyable! Places are limited! Book today, selecting BOOK NOW then 'Check Next availability' for dates. Refer full T&Cs - confirmations sent once payment confirmed.