![Calxa [Test] Help Center](https://downloads.intercomcdn.com/i/o/273442/3f949ef153d879deeb50f37e/f2981d00a42bcadeefb3dc7ae637617e.png)
Step 1 - Sign Up
During the trial or purchase wizard you'll connect to your accounting data and review some basic settings.
Sign up for a Trial
Click here for a 30-day free trial.
Refer to this help note for detailed instructions on the sign up process, including how to connect to your accounting file.
Add additional organisations
Step 2 - Set up your Budget
An auto-budget based on last year's actuals is automatically created for you when you add an organisation. This auto-budget cannot be edited, so you will eventually want to set up your own budget in Calxa.
To set up your budget you have a few options:
Enter or Edit your budget - use the budget editor to enter figures in a spreadsheet-like view or edit an existing budget.
Budget Factory - create new budgets, update existing budgets or copy budgets for multiple business units and years all at one time. You can also use it to create a reforecast containing actuals YTD.
Import your budget from a spreadsheet - handy tool if you already have budgets set up in Excel, have a large number of business units, want to delegate portions of the budget to managers, or have complex formulas best modelled in Excel.
Sync your accounting system budget - this can be done for both the business unit and organisation level with MYOB AccountRight and QuickBooks Online, and for the Overall Budget only with Xero.
Step 3 - Run Reports
Calxa has a huge range of reporting features - from standard financial statements or actual vs budget comparisons to more complex business unit or multiple entity consolidations. Review the links below that apply to your reporting requirements.
Sync organisation actuals from your accounting system before running reports or Create an Automated Workflow to schedule this task.
Select a Report Template. For more help, see Set Report Criteria, Date Selection, Preview a Report.
Report on Business Units (such as jobs, tracking categories, cost centres, customers/classes/locations).
Account Trees to reorder or summarise your chart of accounts for reporting.
Step 4 - Set up Report Bundles
Report bundles help you save time by saving sets of reports and documents into complete management reporting packs. During Step 1 Calxa will have created a sample bundle for you, but you'll probably want to edit that or create your own.
Create a Bundle using a pre-configured kit.
Add a Report to a Bundle - select from any of the templates in the report builder to make your own bundles.
Add a Document to a Bundle - to create cover pages, Executive Summaries and notes. See more help on Report Bundles here.
Step 5 - Automate Reports
During Step 1 you may have already chosen to have reports sent to you monthly. In this case you will already have a Workflow configured to sync with your accounting data and send you a sample report bundle.
Set up a Workflow to automate your reporting. A workflow can sync your online accounting file data and generate and deliver report bundles.