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In the Reports tab, select the report you wish to rename. Edit the name of the report in the box...
July 14th, 2025 4 views 0 likes
This article explains how to display a report at the top of a list, a process we call ‘pinning’. Reports...
Edit Tutorial WARNING: ALL REPORTS IN THE SYSTEM ARE SHARED. DELETING A REPORT WILL REMOVE IT FOR ALL...
July 14th, 2025 3 views 0 likes
ScaleXP uses exactly the same FX rates as the accounting system for all invoices and bills. As an example, if...
How can I track headcount in ScaleXP? To update actuals for the number of employees, go to Load Data, Manual...
July 14th, 2025 2 views 0 likes
To see how to upload your budget in How to add a budget or forecast Once your budget...
To copy a report, select the report to be copied in the sidebar at the left of Reports, then go...
All reports on the Reports and Customer page can be downloaded. On the Reports page, select the download icon (top...
This video walks you through using columns in reports, including for tracking categories/classes. You can create a report showing tracking...
July 14th, 2025 7 views 0 likes
To view any report in a different currency , In Reports (top bar), use the format button (top right) to change...
To turn on the adverse/favourable variance formatting, go to Settings, Organisation settings, then turn on the toggle "Show favourable /...
July 14th, 2025 5 views 0 likes
If your credit card balances are not reporting correctly in ScaleXP, it may be that they are not correctly configured...
You can compare against more than one budget at a time in reports, we do this by adding additional columns...
To report department or project costs using Xero Tracking Codes or QuickBooks Classes, ensure you have the Tracking Codes or...
In order to edit the data in a report, it must be set up as a Formula rather than just...
Edit Tutorial
How do I change the Budget name that shows up at the top of report columns? How do I rename...
July 14th, 2025 1 views 0 likes
To set the default budget for a reporting entity, go to Load Data (top bar)>Budgets & Forecasts (left sidebar)>Assign Default...
By default, the Customer page comes pre-populated with two to four reports: Revenue Recognition (accounting view) and MRR (full month...
This article answers the question - why are my charts and reports showing CAC as blank or wrong? - and...
By default, all balance sheet accounts at consolidated companies in ScaleXP are consolidated at the same exchange rate for a...