ScaleXP provides automated reporting for Zoho Books including these features:
- Consolidation across countries and currencies
- Ability to report against multiple budgets
- Automated cash flow reports
- Automated, customisable metrics and KPIs
- Dashboards displaying key metrics in beautiful, interactive graphs
- Ability to consolidate data across accounting platforms including various instances of Zoho Books, Xero and QuickBooks as well as integrate with CRMs such as HubSpot, Salesforce and Pipedrive.
Getting started with ScaleXP is quick and easy.
Step 1 - Connect Zoho Books and ScaleXP
Select your Zoho Books Region. You can identify your Zoho Books region by looking at the url when logged in to Zoho Books. See table below.
| Region | Domain | Url |
|---|---|---|
| United States | .com | https://www.zohoapis.com/books/ |
| Europe | .eu | https://www.zohoapis.eu/books/ |
| India | .in | https://www.zohoapis.in/books/ |
| Australia | .com.au | https://www.zohoapis.com.au/books/ |
| Japan | .jp | https://www.zohoapis.jp/books/ |
| Canada | .ca | https://www.zohoapis.ca/books/ |
| China | .com.cn | https://www.zohoapis.com.cn/books/ |
| Saudi Arabia | .sa | https://www.zohoapis.sa/books/ |
Select the entity to connect. Be careful to select the entity which matches the ScaleXP entity (top right of ScaleXP page) and that the two are in the same currency.
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If the account you wish to connect is not listed, ensure that
- you have logged into your accounting system with the same email address that you used for ScaleXP and
- the email address has the relevant permissions in your accounting system.
- If you need to make a change to the ScaleXP name or currency, contact support@scalexp.com.
Step 2 - Set your import parameters
Set the parameters for the data you wish to import into ScaleXP.
View these at any time on the Load Data tab (top bar) >Connections (left sidebar).
In the Zoho Books connection box, select the three dots>Configure.
Financial Data (P&L, Balance Sheet):
- Choose a Start Date for your Financial Data (P&L and balance sheet data). We recommend using the start of your financial year.
- Set a date format: British/International for day-month-year or American format for month-day-year.
- Set your sync imports timeframe to determine how far back your daily sync reprocesses each day. (This does not impact the initial sync, only future ones).
Save
Click on the Sync now button.
Set your financial year start month: If your financial year starts in a month other than January, go to Settings (top right) > Organisation settings (left sidebar) > Define Your Financial Year (Edit button).
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Repeat these steps for each entity in a consolidated company.
See more basic setup options here: Basic setup: Settings to configure when getting started
You are now ready to set up your P&L and Balance sheet and configure your customer revenue data.
- Map your financial accounts: How to configure your P&L and Balance Sheet in ScaleXP (consolidated company) .
- Set up intercompany accounts and eliminations, if relevant: How to eliminate intercompany accounts; How to add or remove accounts to be eliminated.
- Review the dashboard, metrics and KPIs.
- Review relevant management reporting and/or board packs. Getting started with Presentations: How to create a pack for a meeting; How to create and edit a presentation.
All new customers are entitled to a free 1 hour onboarding call to ensure your setup is optimised for your needs. Book your free onboarding call by emailing support@scalexp.com or using this calendar link.