Subcategories

• Basic setup: Settings to configure when getting started

  Essential settings When first setting up a new organization in ScaleXP, be sure to customize these settings to get the...

  July 17th, 2025 1197 views 0 likes
• How to set up consolidated reporting in ScaleXP

  1. Set up access and organization settings To begin consolidation, your group structure must be created in ScaleXP. Your Parent...

  October 20th, 2025 673 views 0 likes
• How to use ScaleXP for month end journals

  The Journals tab (top bar) opens the Month-End Close page: one place to review new invoices and bills for correct...

  July 14th, 2025 815 views 0 likes
• How to set up metrics in ScaleXP

  This guide shows you how to set up metrics in ScaleXP by configuring revenue recognition for SaaS metrics, creating MRR...

  March 4th, 2026 348 views 0 likes
• Getting started with reports: How to create and edit a report

  This article shows you how to find, pin, format, edit, and create reports in ScaleXP, how to set report dates...

  July 14th, 2025 1048 views 0 likes
• Getting started with dashboards

  This article shows you how to find your dashboards, change the currency and month they display, and add, customize, download,...

  July 14th, 2025 1017 views 0 likes
• Getting started with presentations: How to create and edit a board pack

   Presentations allow you to share any combination of reports, graphs and text as a pack which can be downloaded to...

  July 14th, 2025 1022 views 0 likes
• How to configure your P&L and balance sheet in ScaleXP (single company)

  This article explains how to map the financial account structure used throughout ScaleXP reporting - renaming financial categories, creating groups...

  July 14th, 2025 1207 views 0 likes
• How to switch between companies in a consolidated organization

  This article explains how to move between the consolidated group and the individual companies within it using the company dropdown...

  September 18th, 2026 14 views 0 likes