Please fill out the contact form below and we will reply as soon as possible.
When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you...
July 17th, 2025 3 views 0 likes
Financial categories, groups and subgroups throughout the system This article explains how to map the financial accounts structure that is...
July 14th, 2025 3 views 0 likes
July 14th, 2025 2 views 0 likes
Where to see revenue recognition, MRR and ARR Customers (top navigation bar) provides information about customer numbers and revenue, including deferred...
July 14th, 2025 28 views 0 likes
This article will set you up to be able to create reports within ScaleXP. It's really important that you have...
July 14th, 2025 7 views 0 likes
To view, create and edit graphs and charts, go to Dashboards (top tab). Graphs created on this page are...
Presentations allow you to share ay combination of reports, graphs and text as a pack which can be downloaded...
Customer page reports: available information The tables at the top of the Customer page summarise the total accounting revenue and...
July 14th, 2025 5 views 0 likes
For information on how to connect ScaleXP to Hubspot or Salesforce and map sales pipelines and pipeline stages, see How...
July 14th, 2025 1 views 0 likes
The Journals tab (top bar) allows you to manage your month end tasks in one place, including posting journals for...
See this video for a quick overview of how the deferred revenue journal works: The deferred revenue journal is...
July 14th, 2025 4 views 0 likes
This article reviews how to identify accrued revenue from invoices, add accrued revenue not yet in your accounting system, adjust...
hoThe prepaid expense module in ScaleXP streamlines your prepayment tracking, providing complete journal entries that can be posted to Xero...
To copy the names of financial categories and groupings of financial accounts from one entity to another within a consolidated...
Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...
July 14th, 2025 views 0 likes
When switching revenue recognition from your previous system, you will likely have some differences in the starting balance sheet for...
More detailed discussion here: Adding one or more budgets or forecasts to ScaleXP is easy. Here are some helpful...