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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...
0 min reading timeScaleXP 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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