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Reporting for Grants (WEBINAR)

Download slides here

Course Information:

Reporting for Grants can be time-consuming, and this webinar will give you tips on how to get financial acquittal reports completed with less effort. It will help those of you using spreadsheets, including tips on exporting numbers from MYOB, Xero or QuickBooks and some advice on how to avoid common spreadsheet errors.

For users of Calxa it will show you how to use Account Trees to create the header accounts you need for reporting and how to use Metrics and KPIs to bring in the non-financial numbers that are often required.

Course Outcomes:

By the end of this webinar your organisation will have:

  • A collection of tips on  how to save time with grant acquittal reporting
  • Safer, more reliable spreadsheets if you use those
  • A better understanding of the reusable tools in Calxa that will save you time

Audience

Reporting for Grants is suitable for:

  • NFP finance staff responsible for grant acquittals
  • Anyone considering the use of Calxa to save time with reporting

About the Presenter:

Mick Devine

Mick is a CPA and CEO of Calxa Australia. He has been involved in accounting systems for Not-for-Profits since before the implementation of GST in Australia and has spent most of the past 20 years designing and developing tools to take time out of the budgeting and reporting process.

His award-winning Calxa application is available as a donation through Connecting Up/TechSoup New Zealand

Connecting Up is a part of the Infoxchange Group

Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years.

With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology.

www.infoxchange.org/au




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