How to connect a new organisation (consolidated) This article explains how to set up a new accounting connection for a multi-entity, consolidated company in ScaleXP: 1. Log...
How to configure your P&L and Balance Sheet in ScaleXP You can configure your Profit and Loss accounts in either of 2 ways Load Data (top menu) > Configure P&L,...
Cascade from parent: How to move, group and rename financials across entities in a consolidated organisation and transfer settings To copy the names of financial categories and groupings of financial accounts from one entity to another within a consolidated...
How to set up and review deferred revenue allocations and customer analysis; How to view and change deferred revenue automations If you’re not already familiar with the Customers tab, see this article for more. Customers (top bar) provides information about...
Getting started with Reports: how to create and edit a report Go to Reports (top bar) to view and create reports. Some basic financial reports are pre-populated for you as a...