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 850 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 263 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 240 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 183 views 0 likes
• How to add live metrics through Google Sheets

  This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets...

  August 4th, 2025 810 views 0 likes