To set up tracking codes or classes for inclusion in your deferred and accrued revenue journals, go to revenue journal settings. See Setup 2: Prepare your accounts.
In Settings, select the type of tracking codes or classes that you wish to include in your journals. Then Save.
Note that once set, only ScaleXP admin can make changes to the selections made. Please contact support@scalexp.com if you require a change.
Once you have selected your tracking codes or classes, ScaleXP will automatically propose journals including those designations, based on the information used in your invoiced revenue in the accounting system.
Note that changes to tracking codes or classes must be done via your accounting system.
Once synced with ScaleXP, changes to invoices will automatically update in ScaleXP along with suggested deferred revenue journals.
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