Data from the accounting system, including budget data, is imported automatically at 7am.
You can also import data manually.
See How to activate an immediate data sync
-
Getting Started
-
View By Section
-
Achieve Business Outcomes
-
Data and Integrations
-
Most popular
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- Basic setup: Settings to configure when getting started
- How to add a budget or forecast
- How ScaleXP reads dates
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to customize a chart
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- How to configure your P&L and Balance Sheet in ScaleXP (single company)