How to connect a new organisation (single entity) To connect an existing ScaleXP company to your accounting system, 1. Log in to ScaleXP: app.scalexp.com If you...
How to move accounts To move Profit and Loss accounts, go to Reports (top bar) > P&L (any P&L Report from the left sidebar)>...
Account set up: How to move and group P&L and Balance Sheet accounts and rename financial categories To configure your Profit and Loss accounts, go to Reports (top bar) > P&L (any P&L Report from the left...
How can I add a new field for manual entry? How can I add extra data and/or non financial data to ScaleXP? To add a new field, go to Load Data>Manual Entry (sidebar at the left)> + New metric (button, top right...
How to add a budget or forecast VIDEO: Budgets (Quick Summary) VIDEO: Budgets (Detailed) How do I create a budget? How do I load a new budget?...