Case Study: Southern Shoalhaven Meals on Wheels improves reporting and budget tracking with Calxa

Southern Shoalhaven Meals on Wheels - Customer Case Study

Southern Shoalhaven Meals on Wheels, a small not-for-profit organization, faced significant challenges in meeting its complex government reporting requirements and managing funding acquittals. The voluntary treasurer's role became even more demanding with the added complexity of the NDIS rollout, making it difficult to track program budgets and costs. The organization turned to the vendor Calxa to integrate with its existing MYOB accounting system for a solution.

Calxa automated the process of populating financial actuals directly from MYOB, eliminating the need for manual data entry into spreadsheets. This automation was crucial for building program budgets and tracking unspent funds, which was vital for the NDIS transition. The solution streamlined reporting, saved the treasurer significant time, and demonstrated the organization's commitment to good financial governance, making it far easier to meet their reporting needs.

Southern Shoalhaven Meals on Wheels

Vicki Love

Accounts / Food Service Co-ordinator