Managing the new Charity Reporting Requirements with MYOB and Calxa.

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Presentation transcript:

Managing the new Charity Reporting Requirements with MYOB and Calxa

The requirements: Which tier are you in? What’s in the reports? Making it easier with MYOB and Calxa: Connecting Calxa to MYOB Using the Sample Report Bundles Customising to suit your needs Next steps – for you and for us What we’ll talk about today

Requirements What Tier are you in?

Payments under $125,000 Report on a cash basis No public accountability Tier 4

Tier 3 Payments from $125,000 to $2,000,000 Report on an accrual basis No public accountability

What is in the reports?

Contents Entity Info Statement of Service Performance Statement of Receipts & Payments Statement of Resources & Commitments Accounting Policies Notes Tier 4 Reports

Tier 3 Reports Contents Entity Info Statement of Service Performance Statement of Financial Performance Statement of Financial Position Statement of Cash Flows Accounting Policies Notes

Making it easier With MYOB and Calxa

Best Practices for your MYOB setup

Getting the most from MYOB Clean up the Balance Sheet Reconcile Everything Go online Automate to save time

Working with Calxa Link to MYOB Import Budgets Automate your reports

Management Reporting Financial StatementsDefault KPIsCustom KPIs ConsolidationsBenchmarkingCharts & Graphs

Features Calxa for NFPs in NZ Get the Checklist The Specifics

Next Steps For you

Review your MYOB file Organise a Calxa donation or discount Get started Practice Test Review Make a plan

Next Steps For us

January 2016: Easier editing of notes March 2016: Easier non-financial KPIs April 2016: Scheduled updates from MYOB April 2016: Scheduled delivery of reports Note: All dates are our best available estimates We have a plan

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