Marjorie Jackson
marjorie@scalexp.com

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Updated July 17th, 2025 by Marjorie Jackson

Basic setup: Settings to configure when getting started

When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you are expecting: Grant access to your team members:    How to add team members; inviting others to access your ScaleXP   Set up security settings for the whole team:   ScaleXP 2-Factor Authentication   If your financial year end is not Decem...

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Updated July 18th, 2025 by Marjorie Jackson

ScaleXP Invoicing: How to change invoice status preference in creating invoices from HubSpot to Xero

When you first set up ScaleXP Invoicng, you will have chosen between two invoice status settings: “Finance Team” which creates invoices in draft status for approval by finanance or “Sales Team” which creates invoices in final approved status in Xero. You can swtich between these settings at any time. Just go to your Invoicng Dashboard: https://app.s...

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