Subcategories

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

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

  July 14th, 2025 724 views 0 likes
• Why is my accounting data not updating when I sync? (how to increase sync history)

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

  September 22nd, 2025 206 views 1 likes
• How to minimize data sync time; how to increase or decrease 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 175 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 used throughout ScaleXP reporting (reports, dashboards, and presentations).   This covers:...

  July 14th, 2025 751 views 0 likes
• How to add a subsidiary without including an accounting connection

  To create or add a ScaleXP entity without also adding a live accounting integration, use the ScaleXP Google Sheets for...

  January 8th, 2026 41 views 0 likes