When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you are expecting:

1. Grant access to your team members:   How to add team members; inviting others to access your ScaleXP 
2. Set up security settings for the whole team:  ScaleXP 2-Factor Authentication 
3. If your financial year end is not December, you will need to change it:  How to change the financial year end  
4. Set the way dates are formatted to suit your personal expectations:  How to change the date format in ScaleXP 

You can then add customisations to make your reports

1. Add your logo:  How to change or add your logo in ScaleXP 
2. Set your brand colours:  How to set brand colours in ScaleXP 
3. Hide unused accounts to tidy up financial reporting:  How to exclude unused accounts from reporting