The Journals tab (top bar) allows you to manage your month end tasks in one place, including posting journals for revenue recognition and prepaid expenses.
From here, you can review invoices and bills to ensure correct revenue and cost recognition, then post journals to QuickBooks or Xero, as well as record your progress and keep notes.
In the journals tab, select your focal month (top left dropdown).
Use the tick boxes at the left to keep track of progress.
Use the comments at the right to record notes, record who has completed the task, etc.
Hint: remember to "Save" each time you write a new note. It will then be available whenever you review the Journals tab for that month.
See these articles for more about month end tasks and journals in ScaleXP:
- How to review invoices issued in the month and download a list in Excel; how to find a missing invoice
- How automate accrued revenue journal posting, to add and release revenue accrual
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- Prepaid Expenses: Best Practices and Quick Start Guide