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- Step 1: Install ScaleXP Invoicing in HubSpot
- ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
- Revenue setup 1: Configure and validate revenue recognition
- Step 2: Configure ScaleXP Invoicing
- Prepayments 1: Select your prepayments
- Expense setup 1: Prepare your accounts
- Start here: Automate revenue journals
- How to configure your P&L and balance sheet in ScaleXP (consolidated company)
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Subcategories
Automate month end: Revenue recognition
New to revenue journals? Start here, complete Setup 1 to 3, then follow Deferred revenue, Accrued revenue, or both. Questions? See the Revenue journal FAQs.
Automate month end: Expenses
New to expense journals? Start here, complete Setup 1 and 2, then follow Prepayments, Accruals, or both. Questions? See the Expense journal FAQs.