Why are my credit card balances not reporting correctly in ScaleXP

Learn how to troubleshoot and fix inaccurate credit card balance reporting issues on ScaleXP.

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

If your credit card balances are not reporting correctly in ScaleXP, it may be that they are not correctly configured in Load Data. Go to Load Data, Configure P&L, BS and select Balance Sheet. Select the credit card accounts in Cash Balances and drag them into Current Liabilities. This should produce correct balance sheet reporting in ScaleXP.