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.
-
Getting Started
-
View By Section
-
Achieve Business Outcomes
-
Data and Integrations
-
Most popular
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- Basic setup: Settings to configure when getting started
- How to add a budget or forecast
- How ScaleXP reads dates
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to customize a chart
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- How to configure your P&L and Balance Sheet in ScaleXP (single company)