• Getting Started

    • View By Section

      • Achieve Business Outcomes

        • Data and Integrations

            • Most popular

            • Customers tab revenue recognition: MRR, ARR, and IFRS/GAAP revenue reporting by customer
            • ScaleXP Invoicing: Automations with HubSpot workflows
            • ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
            • Prepaid Expenses: Best Practices and Quick Start Guide
            • How to automate prepaid expenses: Setting up prepaid expenses in ScaleXP
            • How to configure your P&L and Balance Sheet in ScaleXP (single company)
            • How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
            • Configuring your revenue data upon initial setup
          • Contact Us
          Home View By Section

          Load Data

            Please fill out the contact form below and we will reply as soon as possible.

            Subcategories

            Integrations

            Budgets and Forecasts

            Configure your Data

            Intercompany Consolidation

            Sort By
            • Newest
            • Most likes
            • Most views
            • How to configure your P&L and Balance Sheet in ScaleXP (single company)

              This article explains how to map the financial accounts structure that is used throughout ScaleXP reporting (reports, dashboards, and presentations). ...

              July 14th, 2025 575 views 0 likes

            • Why is my accounting data not updating when I sync?

              To find out how to sync data, see How to activate an immediate data sync .  If you are not...

              September 22nd, 2025 130 views 1 likes

            • How to minimize data sync time; how to adjust the daily sync's historic data update period

              To find out how to sync data, see How to activate an immediate data sync .  How to Reduce Your...

              September 24th, 2025 104 views 0 likes

            • How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)

              This article explains how to map the financial accounts structure that is used throughout ScaleXP reporting (reports, dashboards, and presentations). ...

              July 14th, 2025 564 views 0 likes

            Welcome to the ScaleXP Help Center!

            Can't find what you're looking for? email us: support@scalexp.com

                    ©2025 ScaleXP. All Rights reserved.

                    Knowledge Base Software by Helpjuice