Spencer activity
1 Articles Written Last Month
0 0 0 0 0 0 0
How to use ScaleXP to recognise revenue for a contract extension
Accounting requirements (US GAAP and IFRS) Here is a brief summary of the applicable revenue recognition rules under accounting standards for both IFRS 9 & IFRS 15 and US GAAP (ASC 606). Note that this guide is for information only and not professional advice. These rules are always subject to change and to interpretations for your specific cir...
3 min reading timeHow to change the definition of a Reactivated customer vs a New customer
This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and now returning) customer The definition of “New” versus “Reactivated” is set for each report, not globally. So you can use different definitions for different reports. The default is set to count as “reactivated” if there has...
0 min reading timeHow to add Tracking Categories or Classes to Charts
If you are looking to customise your Dashboards more with tracking specific ‘Tracking Categories’ or ‘Classes’, then this article will detail just how to do that! Make sure you are on the ‘Dashboards’ tab: From here, click ‘Add a Chart' and either type into the AI chat box a specific chart you are looking to create, select one from the existing char...
1 min reading timeHow to add Tracking Categories or Classes as rows in your Reports
This article explains how to add tracking categories or classes to a report in rows - for example, to show expenses by department or other tracking category. To add tracking categories or classes to a report in columns, see How to create a new report from a template and How to edit a report and create your own custom rows and columns . On the Repor...
0 min reading timeHow to add a Subgroup to Reports
On the Reports page, you have two options for reporting by SubGroup Show Subgroups within a Group Add Subgroups separately Step 1- Create the Subgroups Learn how to create Groups and SubGroups in this article: How to configure your P&L and Balance Sheet in ScaleXP (single company) . Step 2 - Create the Report format Once you are happy with thes...
0 min reading timeHow to Add a Customers Page Report Into Your Budget
This article explains how to set budgets against one or more specific reports on the Customers tab Step 1 - Set up the relevant Customer tab report or reports Starting off from the ‘Customers’ page, ensure you have setup a relevant report you would like to have included within your budgets. See How to create a new report on the Customers page; How ...
1 min reading time