This article provides an overview of steps to take when first setting up revenue recognition and MRR in ScaleXP.  For an overview of revenue and customer reporting options, see Customers tab: where to configure and review revenue and customer information, MRR, ARR .  Before configuring reports, we recommend you validate the data in ScaleXP to ensure...

When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you are expecting: Grant access to your team members:    How to add team members; inviting others to access your ScaleXP   Set up security settings for the whole team:   ScaleXP 2-Factor Authentication   If your financial year end is not Decem...

To review invoices issued in a given month, go to Journals>Review all invoices issued in [selected month].  Go to “All invoice sources” in the top right and click for the dropdown menu.  Select the Stripe invoices as relevant. Revenue allocation is split into three categories: accrued (for goods & services delivered before the invoice issue d...

To create an ARR report with a summary at the top, similar to your existing MRR report, go to the Customers tab and click on “New Report” in the left sidebar. Then select “Annual Recurring Revenue” as the “View” ...

To edit an existing chart click on the three dots at the top right of the chart 2.  Select “Configure Chart”    3. In the left sidebar, click on the name of the chart series you wish to edit.   4. Click on “Date range” and then click on “Fixed start date” .    5. Set the start date.    Actuals will automatically populate from the start date to the r...

ScaleXP can easily automate your deferred revenue and accrued revenue journals. Follow these steps to get started with your first journal. Decide start date Decide the date from which to start using ScaleXP automations.   Things to consider are: A date after any financial close which can not be changed - usually this is your last year end, but it co...

This article explains how to move, delete or resize a graph in a Dashboard. See How to customize a chart for more information on how to edit a chart. See more in Getting started with Dashboards and How to create a new chart .  Delete a chart To delete a chart, click on the three dots at the top right of the chart, then select “Delete Chart.”   Move ...

This article reviews possible reasons you may not see future invoices from HubSpot ScaleXP Invoicing in your MRR or revenue forecast report. To add expected repeating invoices to a Revenue Recognition or MRR or ARR report, select “pending” in the “Configure Report”  options as shown in this screenshot. Ensure that “pending invoices” is selected. Ens...

This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets to update revenue recognition for usage based accounts, see How to set up usage based data from Google Sheets   ScaleXP allows you to integrate with data and KPIs from outside your accounting system and CRM.  You can add live metrics ...

Below you’ll find our Getting Started Series and other videos you may find helpful. Feel free to jump around the lists for relevant videos to your business. We value your feedback: email us at support@scalexp.com with any questions or suggestions. Configure P&L, and Balance Sheet (Single Company) Configure P&L, and Balance Sheet (Consolidate...

To show numbers in a graph, select the data series you wish to edit. Edit all charts on Dashboards.   From here, select or create the chart you wish to edit using the three dots at the top right of the chart and then “Configure Chart.” Open the chart configuration menu To customise charts and graphs go to Dashboards (top bar)> three dots (top rig...

How to create a Contract in ScaleXP Using ScaleXP Invoicing ScaleXP Invoicing creates contracts in ScaleXP automatically.  See how to view these in View your Contracts .   Adding a contract manually If you do not use ScaleXP Invoicing or need to add additional deals, you can manually create your contracts in either of two ways: By creating a new con...

When you first set up ScaleXP Invoicng, you will have chosen between two invoice status settings: “Finance Team” which creates invoices in draft status for approval by finanance or “Sales Team” which creates invoices in final approved status in Xero. You can swtich between these settings at any time. Just go to your Invoicing Dashboard: https://app....

To add a new Accounting Customer (used for MRR, Contracts, revenue recognition, churn, retention, etc.) go to the Customers tab. On the Customers tab, select the “cog” and then “Add Customer.”     Enter the customer name and “Create Customer” to save. The Customer will be available for selection and reporting throughout the system....

This article explains how to create a graph showing your forecast revenue.  It combines invoiced revenue recognition with probability-weighted CRM and contracts information on pending invoices for closed deals, expected renewals, and new sales in progress.   To create a forecast chart, you must first ensure you have the component parts set up in the...

First, select Google Sheet in Settings See How to set up usage based revenue recognition to find out how to do this (and the alternative option). Ensure you have selected Google Sheet as your input source. Ensure that you are allocating all invoices issued from the import start date in your accounting connection for invoices.  See Data sync for invo...