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Salesforce FAQ: Access, how the contracts page is populated, and managing contracts in ScaleXP
This article answers the most common questions from Salesforce users about connecting Salesforce to ScaleXP: what access ScaleXP needs, what it reads from Salesforce, how opportunities become contracts on the contracts page, and how to view and change those contracts once they exist. For the full setup walkthrough, see An overview of subscription ma...
4 min reading timeHow to add tracking categories, classes or tags as rows in your reports
This article explains how to add tracking categories, tags or classes to a report in rows - for example, to show expenses by department or other tracking category. To add tracking categories, tags or classes to a report in columns, see How to create a new report from a template , How to edit a report and create your own custom rows and columns . On ...
1 min reading timeHow to add a subgroup to reports (2 levels available)
On the Reports page, you have two options for reporting by SubGroup Show Subgroups within a Group Add Subgroups separately Step 1- Create the Subgroups Learn how to create Groups and SubGroups in this article: How to configure your P&L and Balance Sheet in ScaleXP (single company) . Step 2 - Create the Report format Once you are happy with thes...
0 min reading timeHow to add a customers page report into your budget
This article explains how to set budgets against one or more specific reports on the Customers tab Step 1 - Set up the relevant Customer tab report or reports Starting off from the ‘Customers’ page, ensure you have setup a relevant report you would like to have included within your budgets. See How to create a new report on the Customers page; How ...
1 min reading timeHow to use ScaleXP to recognise revenue for a contract extension
This article explains the accounting treatment of a $0 (free) contract extension under US GAAP and IFRS, and how to reflect each case in ScaleXP using a manual invoice. Where the extension is a straightforward free period on a single performance obligation — or the contract had a free period built in from the start — the recommended approach is now ...
3 min reading timeHow to change the definition of a reactivated customer vs a new customer
This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and now returning) customer The definition of “New” versus “Reactivated” is set for each report, not globally. So you can use different definitions for different reports. The default is set to count as “reactivated” if there has...
0 min reading timeHow to add tracking categories, tags or classes to charts
If you are looking to customise your Dashboards more with tracking specific ‘Tracking Categories,’ ‘Tags’ or ‘Classes’, then this article will detail just how to do that! Make sure you are on the ‘Dashboards’ tab: From here, click ‘Add a Chart' and either type into the AI chat box a specific chart you are looking to create, select one from the exist...
1 min reading time