Calxa & Xero Setup Training

I already have Xero running smoothly and now want to bring Calxa into the mix for clearer budgeting and management reporting. What I need is someone with practical experience of Calxa and solid accounting knowledge who can: • Complete the initial Calxa setup and configuration • Link Calxa to my existing Xero file so data flows automatically • Create and customise a core set of Calxa reports that match my chart of accounts and report by tracking categories • Show me, at a basic “click-here, run-this” level, how to navigate Calxa, refresh data, and generate those reports on my own A short recorded screen-share session (or two) that covers the essentials of everyday use will tick the training box. When we finish, Calxa should be pulling live figures from Xero without errors, and I should feel confident producing my own monthly reports.

Project ID: 40295268