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            Getting Started

            Here you'll find articles to help you get set up on ScaleXP

            17 Articles by 1 Author

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            View help articles by ScaleXP section

            Achieve Business Outcomes

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            Data and Integrations

            Read about the configuration of settings, data and integrations

            Popular Articles

            Customers tab: where to configure and review revenue and customer information, MRR, ARR How to add a budget or forecast How to add team members; inviting others to access your ScaleXP Getting started with Reports: how to create and edit a report How to change the date format viewed in ScaleXP (user specific) How to add Stripe integration. How to automate invoice creation in Xero or QuickBooks from Stripe billing. Customer page summary reports and how they are calculated: how to analyse new, lost, upsold, downgraded, active customers and revenue changes How to edit a metric and change the way a metric is calculated (how to change a formula) How ScaleXP reads dates Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks

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            Getting Started

            Here you'll find articles to help you get set up on ScaleXP

            View By Section

            View help articles by ScaleXP section

            Achieve Business Outcomes

            View articles by business outcome

            Data and Integrations

            Read about the configuration of settings, data and integrations

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