All accounts from the connected accounting system will default into a financial category in ScaleXP. To view all accounts uploaded from your accounting system and see which category they are currently in, go to Load Data>Configure P&L, BS and select the relevant financial section from the drop down menu at the top left of the page. Use this page to move and group accounts as required for reporting.
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- Customers Tab Revenue Recognition: MRR, ARR, and IFRS/GAAP Revenue Reporting by Customer
- ScaleXP Invoicing: Automating invoice creation with HubSpot Workflows
- How to set up ScaleXP Invoicing (Step 1): Installing the Invoicing module
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
- How to add a missing bill or cost supplier
- How to automate prepaid expenses: Setting up prepaid expenses in ScaleXP
- ScaleXP Invoicing: (Step 2) Invoicing Setup and Data Mapping with HubSpot Invoicing