Setting up your revenue journals for the first time? Start with How to Set Up Revenue Recognition Reporting and Automated Revenue Journals .  Use the three dots at the top right of any revenue journals page to set up or change your settings for revenue recognition. You will see options to change balance sheet account(s) for deferred revenue Balance ...

This article explains why your future repeating invoice may not be showing as expected on the Customer tab, and how to fix it using placeholders in your Xero or QuickBooks repeating invoice templates so the period flows through into MRR, ARR and deferred revenue reporting on the Customer page. Generally this happens because the start and end dates a...

In the “As Spent” view of expenses, expenses are spread from the Start Date to the End Date In the “IFRS / GAAP” view of expenses, the expenses are spread as above, but any expenses allocated to a period prior to the bill issue date is allocated to the month of issue. The IFRS / GAAP view before accruals is always used for purposes of prepayment jou...

This article explains how to make QuickBooks Online automatically generate invoice numbers when you create invoices from HubSpot with ScaleXP Invoicing. If you have noticed that your invoices are missing an invoice number, the fix is a single QuickBooks setting. We will also show you how to set a custom number format or starting number. How automati...

If you would like to allocate discounts to offset revenue in the same general ledger code, then use this option. Go to Load Data tab and click on Configure under the Stripe icon. Then turn on the toggle “Allocate line item discounts by product”...

To change the release date for an accrual which has been set to auto-release or has already been released, follow these steps. Locate the accrual on the Release Accruals page 2.Click on the “view” button (eye) to view the accrual. 3. Click on the bin button from within the Release Accrual modal to delete the release. 4. Then click “Done” This will l...

Setting up your expense journals for the first time? Start with how to automate expense recognition journals in ScaleXP — The four-step overview that walks you through prepayments and accruals end-to-end. This article covers the settings that sit behind all four steps. Open expense journal settings Use the three dots at the top right of any expense ...

  Getting started with ScaleXP CRM Integration See An Overview of Subscription Management and Renewal Tracking in ScaleXP: Getting Started with CRM Integration for an overview of steps to get you started integrating with Salesforce, Pipedrive or HubSpot. This article describes specific steps to link and map the systems. Step 1: Connect HubSpot, Sale...

Repeating or recurring invoices, where you bill a customer the same amount every month or every year, are a really common need for businesses working in HubSpot. Whether you are a SaaS company billing a subscription, an agency billing a retainer, or anything in between, ScaleXP Invoicing makes recurring billing easy if you use Xero or QuickBooks Onl...

ScaleXP reconciles your prepayments balance sheet account against Xero or QuickBooks every time you open the Prepayments Journal page . When the two ever drift apart, Sections 3 to 5 of that page give you everything you need to find the cause and post a correcting entry. This article walks you through the three causes that account for almost every d...

Best practice recommendations We recommend starting with a new accrued cost liability account specific to ScaleXP. This enables you to retain existing repeating journals and allow existing accruals to reverse under your existing methodology without the complexity of combining with the automated recommendations. However, if you prefer to retain your ...

ScaleXP Invoicing turns your Salesforce deals into invoices in Xero or QuickBooks Online, and the Invoice Mapping screen is where you tell ScaleXP which Salesforce field feeds each part of the invoice. This article walks you through every field on the mapping page so you can connect your customer details, invoice headers, and line items once and let...

If you see a Connection Error message inside ScaleXP Invoicing, the link between ScaleXP Invoicing and Xero has been lost and the app can no longer access your Xero data. This article walks you through reconnecting your Xero account from the ScaleXP Invoicing dashboard so you can get back to creating and syncing invoices. Why the connection drops A ...

Some multi-year subscription contracts need revenue recognized evenly across the full service period even when each year’s invoice amount is different — annual uplifts, discounted first years, free months, or $0 contract extensions. This article shows you how to combine ScaleXP’s automated deferred revenue schedules with a small number of manual acc...

This guide is for ScaleXP users who want to enrich their customer reports with their own attributes — such as parent/child customer, region, account manager, industry, or tier — so they can group, filter, and total customer data by fields that the accounting system does not hold. You can add up to two custom fields, called customer tags, populated e...

This article explains how to add renewals and pending (future) invoices to a report on the customers tab, so you can see upcoming and forecasted revenue alongside your issued invoices in one place. What are renewals and pending invoices on the customers tab Renewals are the expected next contract for each customer, generated automatically once a con...

Use the Add Accruals page in Journals to see all expenses, including billed, spent, and accrued (except those below your minimum threshold). View all expenses Use the Add Accruals page to view all expenses. Select As Spent or IFRS/GAAP view as explained in As Spent versus IFRS / GAAP view. Filter by: Bill Status (bills, bank transactions, and accrua...

App cards are how you access ScaleXP Invoicing from within HubSpot. They let you create invoices without leaving HubSpot, view invoice information, and open the Revenue Reports add-on. This article explains how to find your app cards, enable the Create Invoices card, customize your deal sidebar, control who can create invoices through team views, an...

This article provides an overview of steps to take when first setting up revenue recognition journals in ScaleXP and walks you through from configuring how revenue is allocated to posting your first automated month end accrued and deferred revenue journals. Step 1: Configure and validate your revenue recognition Start by teaching ScaleXP how to allo...

This guide walks a Salesforce administrator through: Installing ScaleXP Invoicing Configuring the Tenant Token so the package can authenticate with ScaleXP. Adding the ScaleXP Widget to your Opportunity Lightening page Part 1 — Install ScaleXP Invoicing 1. Open the install link Make sure you are logged into the correct Salesforce organization in you...

Syncing line items and invoices into Xero with ScaleXP Invoicing is straightforward, but you may also want to send other data from HubSpot across to Xero. This article explains the options available for getting extra HubSpot deal information onto your invoices and into your accounting platform, and the trade-offs of each approach. When you might syn...

The most common cause is a bill coded to the prepayments balance sheet without a matching expense code ScaleXP needs an expense code on every prepaid bill so it knows which P&L account to release the cost into when expensed.  When a bill has been coded straight to the prepayments balance sheet account in your accounting system and an expense cod...

If your prepayment balance sheet in ScaleXP doesn't agree with the balance in Xero or QuickBooks, the difference almost always traces back to one of three things. Reason 1. Proposed journals that have not yet been posted and synced Check that your proposed journals have been posted and that you have synced your accounting system with ScaleXP. Ensure...

This article described download options applying to expenses selected for prepayments only. For download options for all expenses see How to View and Download All Your Expenses .  Journal prepayments download options On the   Journal: Prepayments . page, you have the following options Download this page in Excel Download Bills Download Journal Detai...

When you consolidate a group whose subsidiaries report in different currencies, the year-to-date profit on the consolidated P&L will usually differ slightly from the current year earnings shown on the consolidated balance sheet. This difference is normal and expected — it is not a data, mapping or rounding error. This article explains why it hap...

The best way to add a manual adjustment to costs is to add a manual bill and date it prior to your journal start date. This is so that ScaleXP sees the cost but does not assume there is an associated bill already in your accounting system. Go to Journals, Select Prepayments and click on the three dots (top right), then Add Manual Bill. From here you...

This article explains how to keep your renewals schedule current as deals move through your CRM: matching or auto-linking each renewal to its CRM deal, and updating renewal status as deals are won, lost, or closed. New to renewals? See Renewals: Initial setup steps first. Linking renewals to CRM deals Best practice is to map every ScaleXP renewal to...

This article is a quick tour of ScaleXP Invoicing and the key concepts you'll meet as you get started. It explains what the product does, how invoices are generated from your HubSpot deals, and how the underlying data — contacts, products, accounts, and taxes — maps across to your accounting system. By the end you'll understand the building blocks o...

This article shows you how to build a HubSpot workflow that reminds your team to raise an invoice. When a deal reaches a stage where it should be billed — for example, Closed Won — the workflow checks whether an invoice already exists on the deal. If none does, it notifies the deal owner or creates a task, so a won deal never goes uninvoiced. It use...

ScaleXP enables journals for prepaid expenses at either account level or supplier level. By default, accounts are at account level. To set up prepaid expense journals at supplier level, go to Journals, any expense page, and select Expense Journal Settings....

The payment schedules feature gives you an easy way to break a deal or quote down into multiple payments, based on percentages and dates. This article explains what a payment schedule is, how to define one in your preferences, and how to apply it when ScaleXP Invoicing starts up, so you can split payments in just a couple of clicks. What is a paymen...

How does ScaleXP's Stripe integration work?  ScaleXP's Stripe Integration acts as a bridge between Stripe and Xero or QuickBooks.  There are two possible Stripe integration setups in ScaleXP. How to choose which ScaleXP Integration is best: Option A - Accounting System: If you prefer to keep detail by customer, invoice and line item within your acco...

This article explains how to organize your reports in ScaleXP by creating folders, moving reports into them, and renaming or deleting folders. 1. Create a folder On the Reports tab, click + New, then select New folder. Give your folder a name, then click Done. 2. Move a report into a folder Click the three dots next to any report and select Move to ...

To add QuickBooks location to your automated journals, add QuickBooks Classes to your journal settings. Revenue Journal Settings Use the three dots at the top right of any revenue journals page to set up or change your settings for revenue recognition. You will see options to change balance sheet account(s) for deferred revenue Balance sheet account...

This article covers how to set your revenue journal preferences, map your deferred revenue accounts, filter which accounts are included, post your first journal, and make a one-time opening balance sheet adjustment. Step 1. Set your revenue journal preferences Journal preferences live on the Journals top tab — open the Deferred Revenue page. Use the...

This article walks you through how to create and configure your products and services in QuickBooks Online so they work smoothly with ScaleXP Invoicing. When your products are set up correctly, ScaleXP Invoicing can automatically match each line to the right product, income account, and tax rate when you raise an invoice from HubSpot. You will need ...

The Send with ScaleXP Invoicing feature makes sending invoices easy, giving you extra flexibility over how invoices reach your clients or customers. Instead of using your accounting platform to send, ScaleXP Invoicing processes and sends the emails directly, while your invoices still sync as normal to Xero or QuickBooks Online along with their send ...

To identify customers which have been merged in ScaleXP, use the 'Merge/Rename Customers' button on the Customers tab, which is found within the three dots icon at the top right of the page.  Look for customers which have an “expand” button at the right, rather than just a pencil icon. Click on the expand button to see the list of merged customers. ...

This article explains how to duplicate reports on the Customer tab. To copy a report on the Reports tab, see How to copy a report (Reports tab) and to copy a chart see How to copy a chart . To copy a report on the Customers tab,  Select the report in the left sidebar of the Customers tab. Click on “Configure Report” at the top right. 3. Make your ch...

This article explains how to fix an incorrect renewal in ScaleXP — updating the expected amount, length, or dates, and understanding why some contract fields cannot be edited directly. New to renewals? See Renewals: Initial setup steps and Updating renewals first. Why you can't edit some fields directly ScaleXP treats two things differently, and it'...

To add a % revenue column, go to Format, then turn on the % of Revenue column. This will add a % Revenue column to the right-most column in the existing report....

This article walks through the initial setup for renewals in ScaleXP: selecting your renewals pipeline in your CRM, and configuring default renewal dates and values, so every contract generates an accurate renewal automatically. Renewals in ScaleXP are always based on ScaleXP Contracts. Before setting up renewals, confirm you are happy with your con...

See this video for an overview of expense recognition in ScaleXP. Go to the Journals tab to access this feature. ScaleXP will use text recognition to automate expense recognition, enabling you to prepay bills, add suggested accruals, and automatically release accruals when bills arrive, all in a few clicks. Note that in consolidated companies, expen...

To delete a report on the customer's tab, use “Configure Report.” First, select the report to be deleted in the left sidebar. Then click the “Configure Report" button at the top right. In the menu that appears, click “Delete this report”, found at the bottom. See screenshots below: Click “Configure Report.” 2. Click “Delete this Report.”...

ScaleXP lets you bring in data and KPIs that live outside your accounting system and CRM.  With the Microsoft Excel integration, you can connect a spreadsheet hosted in Microsoft 365 (Excel Online for work or school) and have it sync automatically to ScaleXP every day. Once connected, your data is available throughout ScaleXP reports, dashboards, pr...

This article covers the most common reasons your ScaleXP data does not match your accounting system data or is not picking up changes made in your accounting system as expected. These are the two likely reasons your data does not update as expected: Your import start dates are not set far enough back. Your sync time is not set far enough back. You c...

Essential settings When first setting up a new organization in ScaleXP, be sure to customize 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 en...

  In Dashboards tab, select “Add a Chart”   Then “Create new chart” Then select “Comparison Chart” Select the data or metric you wish to compare, or use “Formula” to build  new data set.  Note - if using a formula, you may want to create it in the metric library to make it easier to re-select for each year and/or other charts.  See How do I create a...

For information on Stripe Xero integration, see How Integrate Stripe & Automate Invoice Creation in Xero .   If you use Stripe to invoice customers and would like to use ScaleXP to automate your deferred revenue schedule, ScaleXP allows you to replicate Stripe Invoices in QuickBooks or, alternatively, to replicate Stripe invoices into ScaleXP an...

In Presentations, add a new slide.   See How to add a page to a presentation and Getting started with Presentations: How to create a pack for a meeting; How to create and edit a presentation .  Select your layout. Select “KPI” Add a KPI card.  ...

This article reviews possible reasons you may not see future invoices from HubSpot ScaleXP Invoicing in your MRR or revenue forecast report. To add expected repeating invoices to a Revenue Recognition or MRR or ARR report, select “pending” in the “Configure Report”  options as shown in this screenshot. Ensure that “pending invoices” is selected. Ens...

What are Deal Tags? Deal tags are data specific to a CRM Deal/Opportunity. These can be mapped from any CRM field/property associated with a Deal/Opportunity in your CRM. You have the option of importing up to two additional Deal fields ("Deal Tags") from your CRM. These are then available for reporting as follows: In Contract reporting summaries (d...

How to create a Contract in ScaleXP Using ScaleXP Invoicing ScaleXP Invoicing creates contracts in ScaleXP automatically.  See how to view these in View your Contracts .   Adding a contract manually If you do not use ScaleXP Invoicing or need to add additional deals, you can manually create your contracts in either of two ways: By creating a new con...

This article explains how to connect a Microsoft Excel Online spreadsheet to ScaleXP — setting up usage-based recognition, copying the template, connecting the sheet, updating your revenue, and syncing automatically every day. If you are looking to bring in general KPIs and metrics (rather than usage-based revenue), see How to add live metrics throu...

This article describes how to add an existing invoice, an existing repeating invoice schedule or a manual future invoice to your Contracts. To add an invoice or repeating invoice to a contract if you are not using ScaleXP Invoicing Select Customers (in the top nav bar) then Contracts.  Click on the pencil icon to after the contract name to edit it. ...

  See How to add live metrics through Google Sheets to set up a Google Sheets integration with ScaleXP. Using Google Sheets data in ScaleXP Once you data is connected, you can use it in any Dashboard chart, Report or KPI definition.  These are then re-usable throughout the system in Presentations and other formulas. To select Google Sheets data, cho...

On the Contracts page, select “Total Contract Value” Then download using the button at the top right of the page.      ...

At the parent company, go to the Customers tab. Select “New Report” (or use “Configure Report” to change an existing one). Select the accounts you wish to include from each subsidiary. Note that the exchange rate used on this page (as on all Customer tab reports) is held constant for each invoice as follows: Translated by your accounting system to t...

To show numbers in a graph, select the data series you wish to edit. Edit all charts on Dashboards.   From here, select or create the chart you wish to edit using the three dots at the top right of the chart and then “Configure Chart.” Open the chart configuration menu To customise charts and graphs go to Dashboards (top bar)> three dots (top rig...

This article explains how to automatically link renewal deals in your CRM to ScaleXP so that renewal contracts and future revenue can be tracked automatically. When configured correctly, ScaleXP detects the relationship between the original deal and the renewal deal, allowing the platform to track contract cycles, renewal status, and future revenue ...

This article explains how to format a report in ScaleXP, either the whole report at once or individual rows. Format an entire report To format an entire report on the Reports tab, use the Format button at the top right of the page. Select from the options shown. Add a % of revenue column Show general ledger account numbers Show in thousands Set deci...

Below you’ll find our Getting Started Series and other videos you may find helpful. Feel free to jump around the lists for relevant videos for your business. We value your feedback: email us at support@scalexp.com with any questions or suggestions. Configure Your P&L and Balance Sheet (Single Company) Configure Your P&L and Balance Sheet (Co...

“First Invoice Paid” shows when there is more than one invoice generated on a deal and the first one is paid, but not all invoices. This shows when there is more than one invoice generated (issued/approved, not draft) and the first invoice has been paid but at least one other invoice remains unpaid This never shows if there is only one invoice in th...

To access the AI chart builder, go to Dashboards in ScaleXP and select “New Chart”. Type your request into the box. Specify the data source, chart type, and time period you would like to include and let the chart builder do the rest of the work for you....

If you are asked to create a new organisation when you go to the ScaleXP log in screen, it is likely that you have a log in issue.  See below. If you have logged into ScaleXP before If you have logged in to this ScaleXP organisation before, you may have done so using a different email address or login method.    If you previously logged in using Xer...

To find out how to sync data, see How to activate an immediate data sync .  How to Reduce Your Data Sync Time  One way to reduce data sync time is to set ScaleXP to import only 1-2 months of data. This impacts every sync. Just be sure to change this back if you make changes to prior periods of any kind. Other things to consider are: can you reduce t...

To create year on year comparisons, create a new chart or edit an existing one and go to Chart Name & Settings. In Chart Name & Settings, turn the “Comparison period” toggle to on. Select the period for comparison. Choose month, quarter, quarter to date, full year, or year to date. Select number of prior and future periods for each Chart Ser...

You can use any background for your Presentation. Follow these steps. First, save your desired background as a file.   Allowable picture file types are JPG, JPEG, PNG, JPG, WEBP, SVG>Save As and choosing  As an example, you can save a PowerPoint slide using File>Export or File>Save As.  Then select JPEG or PNG as your file type. Next, uploa...

This article explains how to move, delete or resize a graph in a Dashboard. See How to customize a chart for more information on how to edit a chart. See more in Getting started with dashboards and How to create a new chart .  Move a chart To move a graph:  Click Edit at the top right of the Dashboard.   Then click anywhere on the graph until you se...

To add a new Accounting Customer (used for MRR, Contracts, revenue recognition, churn, retention, etc.) go to the Customers tab. On the Customers tab, select the “cog” and then “Add Customer.”     Enter the customer name and “Create Customer” to save. The Customer will be available for selection and reporting throughout the system....

To indent rows in a report, use the “Style row” (paintbrush icon) in the report editor. Go to the report you wish to format.  Click on Edit.    From the dropdown menu, select Edit Report. Click on the row you wish to indent. Various options will appear in the row including the paintbrush icon to indicate “style row”. Click on the Style row (paintbru...

This article explains how to release accred revenue booked via ScaleXP into your accounting system. If you need information on the full process-- that is, how to add and then release accrued revenue, see How to automate accrued revenue journal posting, to add and release accrued income . Where to review and release accrued revenue Once accrued reven...

This article has moved and been expanded. See How to add renewals and future invoices to the customers tab for up-to-date steps on adding both pending invoices and renewals to your customers tab reports. What are pending invoices? Pending invoices are invoices not yet issued but identified to be issued in the future as part of a contract. Pending in...

This article explains how to account for early renewals and early terminations associated with renewals at a different rate This applies correct IFRS principals for an early termination which has not yet been fully recognised but which is terminated by mutual consent and superceded by a new agreement and payment. Option 1. Create an explicit custome...

This article explains how to create a graph showing your forecast revenue.  It combines invoiced revenue recognition with probability-weighted CRM and contracts information on pending invoices for closed deals, expected renewals, and new sales in progress.   To create a forecast chart, you must first ensure you have the component parts set up in the...

To review invoices issued in a given month, go to Journals>Review all invoices issued in [selected month].  Go to “All invoice sources” in the top right and click for the dropdown menu.  Select the Stripe invoices as relevant. Revenue allocation is split into three categories: accrued (for goods & services delivered before the invoice issue d...

This article explains how to add cost accruals in ScaleXP, review and release them, and post your accrued cost journal to your accounting system. For the full expense recognition flow (prepayments through to accrual posting) — and to review all expenses before adding accruals — see How to automate expense recognition journals in ScaleXP. If you are ...

Looking to bring across many historic invoices at once? See ScaleXP Invoicing: importing invoices to HubSpot deals for all of the import options. This article shows you how to attach an existing invoice from Xero or QuickBooks to any HubSpot deal using ScaleXP Invoicing, so that the invoice counts toward the deal value in HubSpot and ScaleXP and flo...

This guide walks you through the key steps to configure your metrics so they reconcile to your accounting data and update automatically each month. If you are looking to set up SaaS metrics such as MRR, ARR and CAC payback, see How to set up SaaS metrics in ScaleXP .    1. Review and edit existing metric reporting Review existing metrics reports and...

This article answers the questions: Why doesn't my reported revenue match my revenue recognition report on the Customers page? My deferred revenue journal balances, yet my revenue recognition doesn't match my Xero or QuickBooks for that account - why? Why are my journals moving revenue into a different month than the start date? Revenue recognition ...

  For information on integrating with QuickBooks, see How Integrate Stripe & Automate Invoice Creation in QuickBooks .  If you use Stripe to invoice customers and would like to use ScaleXP to automate your deferred revenue schedule, ScaleXP allows you to replicate Stripe Invoices in Xero or, alternatively, to replicate Stripe invoices into Scale...

  ScaleXP supports both accounting and CRM-based data fields to help you run more detailed reporting. These fields help you understand not just how much revenue you have, but where it came from, what drove it, and how it should be grouped for analysis. By adding them, you can segment revenue, contracts, customers, and actuals using the dimensions th...

First, select Google Sheet in Settings See How to set up usage based revenue recognition to find out how to do this (and the alternative option). Ensure you have selected Google Sheet as your input source. Ensure that you are allocating all invoices issued from the import start date in your accounting connection for invoices.  See Data sync for invo...

To create or add a ScaleXP entity without also adding a live accounting integration, use the ScaleXP Google Sheets for Trial Balances to add data. Note that this approach can also be used to set up a dedicated “consolidation adjustments” entity.  See How to add consolidation adjustments .  Data added via the Trial Balances connection will be availab...

You can add a ranked list of customers to any Dashboard or Presentation. This will automatically sort from largest to smallest in value terms and can include monetary value, percent of total, or both. You can do this for any report on the Customers tab and for any of the summary categories seen there: Active Customers New Customers Lost Customers Up...

Setting up SaaS metrics correctly in ScaleXP ensures your ARR, MRR, churn, retention, and customer KPIs are accurate, automated, and board-ready. This guide walks you through the key steps to configure SaaS metrics so they reconcile to your accounting data and update automatically each month. 1. Ensure revenue recognition is configured ScaleXP SaaS ...

  This article covers all the settings and configuration you need in order to automatically create QuickBooks Online invoices direct from HubSpot. If you're just getting started and want a video walkthrough and more information, take a look at our article ScaleXP Invoicing: (Step 2) Invoicing Setup and Data Mapping with HubSpot Invoicing .    How to...

Introduction The Revenue Forecast in ScaleXP gives you an up-to-date view of future revenue using live data pulled from your CRM, billing system and accounting platform. It eliminates manual spreadsheet work and delays that make revenue forecasts quickly out of date. Instead, scenarios update in real time and can be flexed with assumptions in second...

If you wish to view bills under multiple names as a single supplier, it is easy to merge suppliers. To combine bills being listed under different supplier names, on the Journals tab, go to any expenses page, then go to the icon at the top right.  Then select ‘Merge/Rename Suppliers.’ Tick the boxes to the left of the suppliers you wish to merge. The...

To unmerge suppliers that bill under different names and you have merged, go to the Journals tab, open any expense page, and click the icon at the top right. Select Merge Suppliers, then find the supplier you wish to unmerge and click the trash can symbol to unmerge it. See also how to merge suppliers....

Some reports in ScaleXP allow you to filter invoices by “invoice status.”   This can be helpful for reducing the volume of invoices and credit notes to be reviewed, for example when accruing revenue based on existing invoices, or when looking to distinguish between invoices in the accounting system and those not yet there. The table below explains t...

When to use this Use this when you need to post adjustments outside your operating entities — entries that do not belong in any individual subsidiary but must appear in consolidated reporting. Common examples under IFRS and US GAAP include: Goodwill Fair value adjustments at acquisition Acquisition equity elimination Group accounting policy alignmen...

  How to set up Subgroup Level 2 For an overview of setting up groups and subgroups, see How to configure your P&L and Balance Sheet in ScaleXP (single company)  or How to configure your P&L and Balance Sheet in ScaleXP (consolidated company) .  Specifically for Subgroup Level 2: Go to Load Data, Configure P&L, BS,  Select the accounts f...

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 Invoicing Dashboard: https://app....

This article explains how to create a budget for metrics using Google Sheets and upload it into ScaleXP. Once uploaded, ScaleXP will automatically match your budget to actuals so you can report budget vs actuals across dashboards, reports, and board packs. Overview of the Process Creating a budget for metrics using Google Sheets follows three essent...

This article walks you through the Bills Received in [Month Year] page in ScaleXP. It enables you to check that all expected bills for the month are present, review and adjust expense recognition dates, find a missing bill, and download a complete list of bills for the month — A useful cross-check before posting your expense journals from the Journa...

ScaleXP can easily automate your deferred revenue and accrued revenue journals. For an overview of setting up revenue recognition and related journals, see Getting started with revenue recognition: How to automate revenue recognition and related journals in ScaleXP .  This guide is for teams who have already configured revenue recognition in ScaleXP...

This article provides an overview of how to: Add an invoice to a contract Remove an invoice from a contract Merge contracts Split a contract Delete contracts Change contract start date Change contract end date Change contract values To find out how to view the contracts you have, see View your Contracts: An overview of Contracts in ScaleXP .  To get...

If you have multiple entities generating invoices for your sales, you will likely want to connect multiple Xero or QuickBooks accounts to your HubSpot deals. ScaleXP invoicing fully supports this functionality.  This article explains how to set it up.   How to get set up First, ensure you have the correct access Ensure that you have been granted acc...

This article explains how and why to set an auto release date for a cost accrual created in ScaleXP. This field is optional. Most accruals won't require this setting as ScaleXP will auto-release on bill receipt If you are expecting a bill or bank transaction, ScaleXP will auto-release when the bill is received. You can also manually release when the...

This article explains how to handle upsells, cross-sells, and downgrades from an existing HubSpot deal in ScaleXP Invoicing, including how to bill the current-period change and decide where future invoice updates should be made. Overview When a customer changes their contract, whether through an upsell, cross-sell, or downgrade, we recommend updatin...

ScaleXP will automatically detect supplier bill line items which have similar recognition dates and supplier names as your accruals and auto-match them.   A matched line item will automatically release the associated accrual at the time of the bill issue date. The bills will be matched based on expense account, supplier name, bill issue date, revenu...

To add an ARR budget to a graph, follow these steps:     1.Upload a budget which includes MRR.  See How to add a budget or forecast and be sure to include “Customers and Churn” in your template. 2. Create an MRR metric, if one does not already exist.   See How do I create a new metric in the metric library?     Give it a name like “MRR Metric."   Se...

1. Set up access and organization settings To begin consolidation, your group structure must be created in ScaleXP. Your Parent Organization sits at the top level of reporting and controls the consolidated view. Subsidiaries are added beneath it. Step checklist: Add a parent and subsidiaries in ScaleXP Connect each subsidiary to its accounting platf...

This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets to update revenue recognition for usage based accounts, see How to set up usage based data from Google Sheets   ScaleXP allows you to integrate with data and KPIs from outside your accounting system and CRM.  You can add live metrics ...

    You have the choice of reviewing just issued bills or also including other expense types such as cash payments, credit card transactions and other types of spent money recorded in your accounting system.   Our cost recognition module now includes transactions linked to your bank accounts, credit cards, etc. and expensed directly to your accounts...

This article explains three ways to report on one or more subsidiaries within a consolidated company in ScaleXP, and how to add a column showing eliminations. Option 1: Instant report by entity This is the easiest option and is useful for seeing the split of each entity individually as well as how it contributes to the whole. Create the report Go to...

To edit an existing chart click on the three dots at the top right of the chart 2.  Select “Configure Chart”    3. In the left sidebar, click on the name of the chart series you wish to edit.   4. Click on “Date range” and then click on “Fixed start date” .    5. Set the start date.    Actuals will automatically populate from the start date to the r...