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We want to ensure that getting started with ScaleXP is quick and easy. As such, all new customers are onboarded...
July 14th, 2025 1 views 0 likes
When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you...
July 17th, 2025 4 views 0 likes
Financial categories, groups and subgroups throughout the system This article explains how to map the financial accounts structure that is...
July 14th, 2025 2 views 0 likes
To connect an existing ScaleXP company to your accounting system, 1. Log in to ScaleXP: app.scalexp.com If...
This describes how to connect your accounting system to ScaleXP. Follow these steps to connect a new ScaleXP entity for...
July 14th, 2025 3 views 0 likes
More detailed discussion here: Note: Budgets can only be uploaded at subsidiary level. To report against a...
July 14th, 2025 18 views 0 likes
ScaleXP seamlessly integrates Xero and your CRM system (Salesforce or HubSpot) providing the best reporting solution for B2B and subscription...
Disconnecting can be done within the Xero platform. Go to Settings > Connections. Select the ‘Disconnect’ button. Disconnecting your system...
July 14th, 2025 views 0 likes
To import financial data from Xero, you will need login details with ‘Standard’ or ‘Advisor’ level permission. These permission levels...
Data from the accounting system, including budget data, is imported automatically at 7am. You can also import data manually. See...
Your ScaleXP connections can be viewed or modified, and new ones added, in 'Load Data', Connections. This is also where...
Within Hubspot, you need to have the permission "App Marketplace Access" to allow you to import data to ScaleXP.
Check that you have turned off budget auto-sync in your Auto Sync settings. If it is turned on, it will...
To add actuals to a manual entry field (that is, when the actuals are not coming from your linked sales...
To add a new field, go to Load Data>Manual Entry (sidebar at the left)> + New metric (button, top right...
If an invoice description is changed in Xero will it sync and retrospectively update the description already in ScaleXP? All...
How do I update budget FX rates? How do I change my budget exchange rates? How do I provide my...
If you are looking at a budget generated in a different currency, or in multiple currencies, then changes in FX...
Budgets can only be uploaded at subsidiary level, not directly to the parent company. To upload a consolidated budget, choose...
If your budget does not upload, check for the following common issues: 1. One or more cells contain formulas or...
This article explains how to set up a new accounting connection for a multi-entity, consolidated company in ScaleXP: 1. Log...
Why is my budget wrong? Why can't I see the correct budget data? Why is data missing from my budget? ...
View all uploaded budgets on Load Data (top bar)>Budgets & Forecasts (left sidebar). Budgets and Forecasts uploaded from your accounting...
If you use Stripe to invoice customers and would like to use ScaleXP to automate your deferred revenue schedule,...
July 14th, 2025 5 views 0 likes
After implementing the Stripe integration, how do I easily view and check the invoices created from Stripe? Stripe invoices will...
Data is synced daily from all of your connected systems. If you need to sync more frequently, it is quick...
How does ScaleXP's Stripe Integration Work? ScaleXP's Stripe Integration acts as a bridge between Stripe and Xero or QuickBooks. Once...
You can create your own, fully customised metrics in ScaleXP's Metric Library, ready to be selected and reused throughout the...
When using ScaleXP's Stripe integration with Xero, you are effectively replicating the Stripe Invoices in Xero. When you do that,...
When using ScaleXP's Stripe integration with QuickBooks, you are effectively replicating the Stripe Invoices in QuickBooks. When you do that,...
Sometimes Xero gets disconnected from ScaleXP Invoicing, leading to an error message saying "Connection Error." This can be either an...
To enable ScaleXP to create invoices directly in ScaleXP and then transfer in bulk to Xero or QuickBooks, just go...
ScaleXP provides automated reporting for Zoho Books including these features: Consolidation across countries and currencies Ability to report against multiple...
See How can I add a new field for manual entry? How can I add extra data and/or non financial...
How do I add a new field to my budget? How do I edit my existing budget? How do I...
To change the historic foreign exchange rates used by ScaleXP reporting across all accounts in the P&L or balance sheet,...
To copy the names of financial categories and groupings of financial accounts from one entity to another within a consolidated...
Some common accounts which require moving on the P&L and BS Configure pages include the following: Balance Sheet: Credit...
To update ScaleXP to see the most changes to data in your accounting system, use the "Sync now" button on...
The best place to see all accounts and their category grouping is in ‘Load Data’ (top bar), ‘ Configure P&L,...
To move Profit and Loss accounts, go to Reports (top bar) > P&L (any P&L Report from the left sidebar)>...
There are two options to eliminate intercompany accounts in ScaleXP. The most common way to eliminate intercompany accounts is to...
To consolidate and eliminate intercompany accounts in ScaleXP, go to the parent (consolidation) company and identify all the intercompany accounts...
More detailed discussion here: Adding one or more budgets or forecasts to ScaleXP is easy. Here are some helpful...