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Where to see revenue recognition, MRR and ARR Customers (top navigation bar) provides information about customer numbers and revenue, including deferred...
July 14th, 2025 29 views 0 likes
Customer page reports: available information The tables at the top of the Customer page summarise the total accounting revenue and...
July 14th, 2025 6 views 0 likes
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
Revenue Recognition This article applies to the Revenue Recognition View of revenue in ScaleXP. This view allocates revenue according...
July 14th, 2025 4 views 0 likes
ScaleXP can be used both to automate and review your deferred revenue recognition as well as your business KPIs...
July 14th, 2025 2 views 0 likes
ScaleXP uses natural language processing (NLP) to identify dates from invoice and bill line descriptions. Common date-related terms such as...
The MRR View is found on the Customers tab (top bar). The MRR View reflects a full month of revenue,...
It is quick and easy to check and change dates for a customer invoice. Option 1a: Edit directly on the...
Checking or changing the allocation of revenue is quick and easy. On the Customers page, scroll down to the customer...
In the Customer tab of the system, displayed values are rounded. This can result in small differences (typically no more...
Click on the Customers tab. Here you will see a full list of customers included in Revenue. You can also...
July 14th, 2025 views 0 likes
This information is found on the Customers tab. On the Customers tab, click on the “i” next to any summary...
Throughout ScaleXP, you'll see reports, dashboards, presentations and metrics refer to MRR (monthly recurring revenue). The default definition of...
For purposes of MRR (monthly recurring revenue) and Revenue Recognition, ScaleXP will recognise all revenue according to the associated service...
Specific customers can be excluded from calculations (including new, lost, upgraded downgraded). Just click the Exclude symbol in grey...
From time to time, duplicate customers will appear in the Customers tab. This is caused by duplicate names in the...
Annual recurring revenue is generally calculated as monthly recurring revenuemultiplied by 12. In the ScaleXP system, two views of ARR...
July 14th, 2025 1 views 0 likes
This topic explains how an invoice can be excluded, moved to a new customer or tracked separately. To exclude an...
Common causes for missing invoices are: The system has allocated the revenue outside the revenue recognition dates you are viewing...
To track end customers under a reseller agreement or otherwise create subsets under a single customer, you can "split" a...
To see a summary of invoices which have been added manually within ScaleXP, go to the Customers tab, then, where...
This article explains how to add invoices in ScaleXP to ensure the revenue recognition in ScaleXP reflects the correct amounts...
If you wish to view invoices under multiple names as a single customer, it is easy to merge customers. To...
To unmerge customers which invoice under different names and you have merged, use the 'Merge/Rename Customers' button on the Customers...
Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...
To rename a customer on the Customers page, use the cog icon at the top right of the page to...
To review and sort invoice information at line level and more easily edit multiple invoices, use the Invoice Bulk Editor....
If you have split a customer using the "split" function and now wish to delete one or more of the...
You are most likely looking at an MRR view report rather than a revenue recognition view. See Difference between Revenue...
To download invoice detail from the Customer page, use the download icon>Download Excel with all invoice lines. This shows...
ScaleXP has best in class SaaS metrics for consolidated companies. Viewing customer detail at a consolidated level To view and...
By default, ScaleXP considers anything an upsell where more revenue is reported in the current month than the prior month....
This article explains how to update usage. To set usage based revenue, see this article: How to set up usage...
A customer is considered "new" if it has not been a customer in the 12 months prior to the first...
Use the "Share" button at the top right of the page. Then select "Share Pages" and choose the sharing options...
Defining ARR: What to do if your ARR does not look correct There are two definitions of ARR in order...
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 ....
To see Customer metrics by tracking code, go to Customers>Configure Report and select the tracking code(s) you wish to view....
Invoices on the customer page are rounded to the nearest whole number; this is how they are downloaded in Excel....
To link the data from the Customers tab to Reports, Dashboards and Presentations, on the Customers page, select the report...