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In a consolidated company, you have several options for reporting on one or more subsidiaries at a time. Option 1 (Reports tab) - Instantly create a new report by entity on the Reports tab This is useful for seeing the split of each entity individually as well as how it adds to the whole. The easiest way to create a report by entity is to create a n...

To create year on year comparisons, create a new chart or edit an existing one and go to Chart Name & Settings. In Chart Name & Settings, turn the “Comparison period” toggle to on. Select the period for comparison. Choose month, quarter, quarter to date, full year, or year to date. Select number of prior and future periods for each Chart Ser...

At the parent company, go to the Customers tab. Select “New Report” (or use “Configure Report” to change an existing one). Select the accounts you wish to include from each subsidiary. Note that the exchange rate used on this page (as on all Customer tab reports) is held constant for each invoice as follows: Translated by your accounting system to t...

This article answers the questions: Why doesn't my reported revenue match my revenue recognition report on the Customers page? My deferred revenue journal balances, yet my revenue recognition doesn't match my Xero or QuickBooks for that account - why? Why are my journals moving revenue into a different month than the start date? Revenue Recognition ...

Use the cog at the top right of any expense journals page to set up or change your settings for expense recognition. Tracking codes / QuickBooks Classes - choose whether or not to include these in journals Balance sheet accounts - select journal accounts here Accruals liability account Prepayments asset account(s) -if more than one, be sure to also ...

Go to the Journals tab to access this feature. ScaleXP will use text recognition to automate expense recognition, enabling you to prepay bills, add suggested accruals, and automatically release accruals when bills arrive, all in a few clicks. Note that in consolidated companies, expense recognition must be done at the subsidiary level, in line with ...

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...

To find out how to sync data, see How to activate an immediate data sync .  How to Reduce Your Data Sync Time  One way to reduce data sync time is to set ScaleXP to import only 1-2 months of data. This impacts every sync. Just be sure to change this back if you make changes to prior periods of any kind. Other things to consider are: can you reduce t...

This article provides an overview of how to: Add an invoice to a contract Remove an invoice from a contract Merge contracts Split a contract Delete contracts Change contract start date Change contract end date Change contract values To find out how to view the contracts you have, see View your Contracts: An overview of Contracts in ScaleXP .  To get...

This article explains how to automatically link renewal deals in your CRM to ScaleXP so that renewal contracts and future revenue can be tracked automatically. When configured correctly, ScaleXP detects the relationship between the original deal and the renewal deal, allowing the platform to track contract cycles, renewal status, and future revenue ...

Suggested accruals will be marked in orange and outlined on the screen. Click on the proposed accrual to 1. confirm, 2. change the amount, or 3. remove the suggestion. You can also add a cost accrual for an existing or new supplier using the “Add Accrual” button at the top right of the screen.   This will open a screen in which to add a description,...

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....

You can use any background for your Presentation. Follow these steps. First, save your desired background as a file.   Allowable picture file types are JPG, JPEG, PNG, JPG, WEBP, SVG>Save As and choosing  As an example, you can save a PowerPoint slide using File>Export or File>Save As.  Then select JPEG or PNG as your file type. Next, uploa...

You can add a ranked list of customers to any Dashboard or Presentation. This will automatically sort from largest to smallest in value terms and can include monetary value, percent of total, or both. You can do this for any report on the Customers tab and for any of the summary categories seen there: Active Customers New Customers Lost Customers Up...

ScaleXP can easily automate your deferred revenue and accrued revenue journals. First, set up revenue recognition in ScaleXP See this video and/or this article: How to set up revenue recognition reporting and automated revenue journals .  Follow these steps to get started with your first journal. Second, set up your revenue recognition journals Deci...

Some reports in ScaleXP allow you to filter invoices by “invoice status.”   This can be helpful for reducing the volume of invoices and credit notes to be reviewed, for example when accruing revenue based on existing invoices, or when looking to distinguish between invoices in the accounting system and those not yet there. The table below explains t...

You have the choice of reviewing just issued bills or also including other spent money transactions.   Our cost recognition module now includes transactions linked to your bank accounts, credit cards, etc. and expensed directly to your accounts.   To activate this feature, just follow these easy steps... On the Load Data tab, click on the three dots...

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...

“First Invoice Paid” shows when there is more than one invoice generated on a deal and the first one is paid, but not all invoices. This shows when there is more than one invoice generated (issued/approved, not draft) and the first invoice has been paid but at least one other invoice remains unpaid This never shows if there is only one invoice in th...

Extra fields can be added using Google Sheets. If you do not have access to Google Sheets, contact support@scalexp.com for assistance with other options. Step 1 - Create input sheet Go to the Customers tab and select “Customer Tags” Copy the template Select “Copy Template” and then “Make a Copy” Rename the file. You may also wish to move it to a sha...

See Updating Contracts: How to make changes to contracts in ScaleXP for an overview of making changes to contracts. To add an invoice to a contract if you are not using ScaleXP Invoicing To find out how to view the contracts you have, see View your Contracts .  Select Customers (in the top nav bar) then Contracts.  Click on the pencil icon to after ...

ScaleXP will automatically detect supplier bill line items which have similar recognition dates and supplier names as your accruals and auto-match them.   A matched line item will automatically release the associated accrual at the time of the bill issue date. The bills will be matched based on expense account, supplier name, bill issue date, revenu...

This article explains how to account for early renewals and early terminations associated with renewals at a different rate This applies correct IFRS principals for an early termination which has not yet been fully recognised but which is terminated by mutual consent and superceded by a new agreement and payment. Option 1. Create an explicit custome...

See all options for importing historic invoices in ScaleXP Invoicing: Importing historic issued invoice data to HubSpot deals     You can add any existing invoice from Xero or QuickBooks to any HubSpot deal using ScaleXP Invoicing. Here is how Select the deal in HubSpot In ScaleXP Invoicing, select “View and amend invoices” 3. Scroll down to the bot...

For information on Stripe Xero integration, see How Integrate Stripe & Automate Invoice Creation in Xero .   If you use Stripe to invoice customers and would like to use ScaleXP to automate your deferred revenue schedule, ScaleXP allows you to replicate Stripe Invoices in QuickBooks or, alternatively, to replicate Stripe invoices into ScaleXP an...

  See How to add live metrics through Google Sheets to set up a Google Sheets integration with ScaleXP. Using Google Sheets data in ScaleXP Once you data is connected, you can use it in any Dashboard chart, Report or KPI definition.  These are then re-usable throughout the system in Presentations and other formulas. To select Google Sheets data, cho...

  For information on integrating with QuickBooks, see How Integrate Stripe & Automate Invoice Creation in QuickBooks .  If you use Stripe to invoice customers and would like to use ScaleXP to automate your deferred revenue schedule, ScaleXP allows you to replicate Stripe Invoices in Xero or, alternatively, to replicate Stripe invoices into Scale...

1. Set up access and organization settings To begin consolidation, your group structure must be created in ScaleXP. Your Parent Organization sits at the top level of reporting and controls the consolidated view. Subsidiaries are added beneath it. Step checklist: Add a parent and subsidiaries in ScaleXP Connect each subsidiary to its accounting platf...

This field is optional. Most accruals won't require this setting as ScaleXP will auto-release on bill receipt If you are expecting a bill, ScaleXP will auto-release when the bill is received. You can also manually release when the bill is received. Reasons to set a fixed release date You may want to set a date for auto release. This is useful if you...

How does ScaleXP's Stripe Integration Work?  ScaleXP's Stripe Integration acts as a bridge between Stripe and Xero or QuickBooks.  There are two possible Stripe integration setups in ScaleXP. How to choose which ScaleXP Integration is best: Option A - Accounting System: If you prefer to keep detail by customer, invoice and line item within your acco...

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 ...

To format an entire report on the Reports tab, use the format button at the top right of the page. Select from the options shown. Show value in thousands (toggle) Select report currency Show currency symbol (toggle) Show expenses as negative numbers (toggle) Show negative numbers in brackets (toggle) Show decimal places (select how many, 0 to 2) To ...

To create or add a ScaleXP entity without also adding a live accounting integration, use the ScaleXP Google Sheets for Trial Balances to add data. Data added via the Trial Balances connection will be available for use in consolidated reporting including all relevant metrics, reports, dashboards, and presentations. How to add an entity via the Google...

In Presentations, add a new slide.   See How to add a page to a presentation and Getting started with Presentations: How to create a pack for a meeting; How to create and edit a presentation .  Select your layout. Select “KPI” Add a KPI card.  ...

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...

If you are asked to create a new organisation when you go to the ScaleXP log in screen, it is likely that you have a log in issue.  See below. If you have logged into ScaleXP before If you have logged in to this ScaleXP organisation before, you may have done so using a different email address or login method.    If you previously logged in using Xer...

To indent rows in a report, use the “Style row” (paintbrush icon) in the report editor. Go to the report you wish to format.  Click on Edit.    From the dropdown menu, select Edit Report. Click on the row you wish to indent. Various options will appear in the row including the paintbrush icon to indicate “style row”. Click on the Style row (paintbru...

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 for your business. We value your feedback: email us at support@scalexp.com with any questions or suggestions. Configure Your P&L and Balance Sheet (Single Company) Configure Your P&L and Balance Sheet (Co...

This guide walks you through the key steps to configure your metrics so they reconcile to your accounting data and update automatically each month. If you are looking to set up SaaS metrics such as MRR, ARR and CAC payback, see How to set up SaaS metrics in ScaleXP .    1. Review and edit existing metric reporting Review existing metrics reports and...

To delete a report on the customer's tab, use “Configure Report.” First, select the report to be deleted in the left sidebar. Then click the “Configure Report" button at the top right. In the menu that appears, click “Delete this report”, found at the bottom. See screenshots below: Click “Configure Report.” 2. Click “Delete this Report.”...

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 ...

To automate accruals, go to Journals (top tab)>EXPENSE RECOGNITION (bottom half of page)  First review all expenses.  See How to automate expense recognition journals in ScaleXP .  Add cost accruals See how in How to add cost accruals .  Check and update accrual releases Go to “Release Accruals” on the sidebar or Journals tab. Manual accruals wit...

This article explains how to create a budget for metrics using Google Sheets and upload it into ScaleXP. Once uploaded, ScaleXP will automatically match your budget to actuals so you can report budget vs actuals across dashboards, reports, and board packs. Overview of the Process Creating a budget for metrics using Google Sheets follows three essent...

To add an ARR budget to a graph, follow these steps:     1.Upload a budget which includes MRR.  See How to add a budget or forecast and be sure to include “Customers and Churn” in your template. 2. Create an MRR metric, if one does not already exist.   See How do I create a new metric in the metric library?     Give it a name like “MRR Metric."   Se...

When first setting up a new organization in ScaleXP, be sure to customize 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 December, ...

What are pending invoices? Pending invoices are invoices not yet issued but identified to be issued in the future as part of a contract.    Pending invoices are generated automatically from repeating or one-off invoices set up as part of a contract in HubSpot using ScaleXP Invoicing. Adding pending invoices to the Customer tab Use the “Included data...

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...

Setting up SaaS metrics correctly in ScaleXP ensures your ARR, MRR, churn, retention, and customer KPIs are accurate, automated, and board-ready. This guide walks you through the key steps to configure SaaS metrics so they reconcile to your accounting data and update automatically each month. 1. Ensure revenue recognition is configured ScaleXP SaaS ...

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: revenue recognition, MRR, ARR and customer reporting. Follow these steps to configure your revenue recognition data when connecting to ScaleXP for the first t...

To access the AI chart builder, go to Dashboards in ScaleXP and select “New Chart”. Type your request into the box. Specify the data source, chart type, and time period you would like to include and let the chart builder do the rest of the work for you....

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 find out how to sync data, see How to activate an immediate data sync .  If you are not seeing the expected impact in your reports when you activate an immediate sync, it may be that you have made changes outside the import period. By default, ScaleXP only re-imports accounting data going back 6 months. However it is super easy to change this at ...

Introduction The Revenue Forecast in ScaleXP gives you an up-to-date view of future revenue using live data pulled from your CRM, billing system and accounting platform. It eliminates manual spreadsheet work and delays that make revenue forecasts quickly out of date. Instead, scenarios update in real time and can be flexed with assumptions in second...

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...

Go to Journals (top tab) >EXPENSE RECOGNITION (bottom half) >Step 1: Bills Issued in (month year).   This page is useful for several purposes: to find a missing bill; to review and change expense recognition start and end dates; to download bill detail in Excel. What to do if a bill is missing from this page If you follow the steps below and s...

If you have multiple entities generating invoices for your sales, you will likely want to connect multiple Xero or QuickBooks accounts to your HubSpot deals. ScaleXP invoicing fully supports this functionality.  This article explains how to set it up.   How to get set up First, ensure you have the correct access Ensure that you have been granted acc...

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...