When an invoice changes in Xero or QuickBooks, for example it's approved, paid or voided, ScaleXP Invoicing shows the change on the opportunity in Salesforce, in the ScaleXP Invoicing card. Your team can see where each deal's invoices stand without leaving Salesforce. 1. What you see on the opportunity The ScaleXP Invoicing card on each opportunity ...

Once ScaleXP Invoicing is installed and your fields are mapped, you can create invoices from any Salesforce opportunity and send them to Xero or QuickBooks Online. Complete Step 3: Map Salesforce fields to ScaleXP Invoicing before you start. 1. Open the invoice editor In Salesforce, open the opportunity you want to invoice. On the ScaleXP Invoicing ...

ScaleXP Invoicing lets you create customer invoices from a Salesforce opportunity and push them to Xero or QuickBooks Online, using the data already on the deal. Before you start Make sure you have: Salesforce administrator access, so you can install the package and edit the opportunity page. Xero or QuickBooks Online connected to ScaleXP. Your tena...

Revenue journals · Accrued revenue 2 of 3 · Every month Start here › Setup 1 › Setup 2 › Setup 3 › Accrued revenue Accrued revenue steps: 1 Add › 2 Release › 3 Post Stuck? See the Revenue journal FAQs Releasing takes accrued revenue off the balance sheet once an invoice replaces it. Releases for accrued invoices are automatic. You only release manua...

Revenue journals · Accrued revenue 3 of 3 · Every month Start here › Setup 1 › Setup 2 › Setup 3 › Accrued revenue Accrued revenue steps: 1 Add › 2 Release › 3 Post Stuck? See the Revenue journal FAQs Review the accrued revenue journal ScaleXP suggests for the month, post it to Xero or QuickBooks, and attach the detail behind it. 1. Open the Accrued...

Use this page if something isn't working as expected with ScaleXP Invoicing in Salesforce. Find the problem below and follow the fix. If you're still stuck, contact support@scalexp.com or use live chat at the bottom right of the page. The ScaleXP Invoicing card doesn't show on the opportunity Check the package is installed: go to Setup > Installe...

This article answers the most common questions from Salesforce users about connecting Salesforce to ScaleXP: what access ScaleXP needs, what it reads from Salesforce, how opportunities become contracts on the contracts page, and how to view and change those contracts once they exist. For the full setup walkthrough, see An overview of subscription ma...

Revenue journals · FAQs Start here › Setup 1 › Setup 2 › Setup 3 › then Deferred revenue, Accrued revenue, or both Find your question by the problem you have. New to revenue journals? Read Start here: Automate revenue journals first. Something doesn't match Why does my deferred revenue balance not reconcile as expected? How the deferred revenue jour...

This article explains how to add tracking categories, tags or classes to a report in rows - for example, to show expenses by department or other tracking category. To add tracking categories, tags or classes to a report in columns, see How to create a new report from a template , How to edit a report and create your own custom rows and columns . On ...

The ScaleXP MCP connector lets you ask Claude questions about your ScaleXP data in plain English - for example "Which customers generated the most revenue last quarter?" or "Export the customer report for January to March as Excel" - with secure, read-only access to one ScaleXP organization. Full setup instructions, including the connector URL and O...

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...

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 ...

Revenue journals FAQ · Related: Accrued revenue 1: Add accrued revenue Start here · All revenue journal FAQs This article explains the accounting treatment of a $0 (free) contract extension under US GAAP and IFRS, and how to reflect each case in ScaleXP using a manual invoice. Where the extension is a straightforward free period on a single performa...

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...

If you are looking to customize your Dashboards more with tracking specific ‘Tracking Categories,’ ‘Tags’ 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 exist...