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June 28, 2024
Specify the budget line's counterpart account
May 29, 2024
Budgeting holiday funds
March 14, 2024
Filtering: updated appearance and functionality
December 3, 2023
Inputs and dynamic, driver-based budgeting
November 23, 2023
Conditional
formatting
Instructions on how to view deviations in the budget color-coded.
November 18, 2023
Budgeting for recurring revenue
Instructions on how to easily budget recurring revenue and view cash flow forecasts.
November 10, 2023
Visualization of cash flow into diagrams
Instructions on how to visualize cash flow as a bar chart.
November 3, 2023
Adding a pillar plane
Instructions on how to add a bar chart and adjust its settings.
November 3, 2023
Revised list view
We improved the realization and budgeting drill-down view.
October 22, 2023
Budgeting for cost centers in Procountor
This is how you display the actual lines for cost centers imported from Procountor. As a result, the same cost centers are available in your Caleidon report as in Procountor.
October 13, 2023
Take control of the balance
Financial statement handling: Caleido vs. Excel vs. Procountor
September 29, 2023
Updated cash forecast in seconds
As the financial period progresses, the cash forecast updates accordingly.
September 22, 2023
Outcome vs. Budget comparison
See easily how well the realization corresponds to the budget
September 9, 2023
Cost analysis
Easily create an analysis of costs.
September 2, 2023
Forms and dashboard
Add dynamically calculating formulas to your report.
August 19, 2023
Diagram
Click the chart button. Select the desired chart settings.
August 19, 2023
Drilling
Click the [+] button to drill down in the report. And click the corresponding [–] button to collapse the next outer level.
You can also drill down into a single branch by clicking the [>] arrow button.
August 19, 2023
Filtering
Click the Filter button in the upper right corner of the card. The Filter panel will open. Select the dimension and the desired labels under it.
August 19, 2023
Adding reports to the page
The three dots at the top of the report pages open a dropdown menu. You can add and remove reports from the page.
August 19, 2023
Capsules
The buttons found at the top of the report pages open and close an individual report (template). Right-clicking opens more functions.
August 14, 2023
Management Reporting 101
Creating a simple budget with Caleido.
August 12, 2023
Budgeting 101
Creating a simple budget with Caleido.
10. JULY 2023
New budget item
Press the card + button. Detailed view will open. Enter the details of the budget item.
10. JULY 2023
New business partner
Open the Label panel. Drag the transaction line with no counterparty, i.e., a business partner, over the existing or previously created business partner.
A business partner means a customer, supplier, or employee.