How to find uncategorised accounts

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

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.