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ScaleXP uses natural language processing (NLP) to identify dates from invoice and bill line descriptions. Common date-related terms such as...
July 14th, 2025 6 views 0 likes
Revenue Recognition This article applies to the Revenue Recognition View of revenue in ScaleXP. This view allocates revenue according...
July 14th, 2025 2 views 0 likes
wTo review invoices issued in a given month, go to Journals>Review all invoices issued in [selected month]. Use this page...
This article discusses how to generate accrued revenue suggestions automatically in ScaleXP for revenue recognition and answers the question -...
July 14th, 2025 1 views 0 likes
You can specify rules for allocating revenue across an invoice period. When no rule is set, see this article for...
This article explains how to set up a new usage based revenue account for allocating revenue by invoice. See How...
To set up a standard rule for revenue allocation, see this article: How to set rule based revenue allocations ....
This article explains how to update usage. To set usage based revenue, see this article: How to set up usage...
When issuing Invoices where the revenue spans 2 or more months, the Revenue Recognition spread of revenue will be determined...
If you're accessing Customers > Deferred Revenue Journal for the first time, you will be prompted to choose your deferred...
There is no wrong answer. You can code to revenue or the balance sheet. There are considerations for both options....
To set up tracking codes or classes for inclusion in your deferred and accrued revenue journals, go to the settings...
If you are using the ScaleXP deferred revenue journal and find that your balance sheet or revenue are not matching...
When switching revenue recognition from your previous system, you will likely have some differences in the starting balance sheet for...
See this video for a quick overview of how the deferred revenue journal works: The deferred revenue journal is found...
Use Configure Report at the top of the Customers tab to select which account codes to include in any Customer...
July 14th, 2025 3 views 0 likes
The MRR View is found on the Customers tab (top bar). The MRR View reflects a full month of revenue,...
ScaleXP can be used both to automate and review your deferred revenue recognition as well as your business KPIs...
To link the data from the Customers tab to Reports, Dashboards and Presentations, on the Customers page, select the report...
July 14th, 2025 views 0 likes