Subcategories

• Basic setup: Settings to configure when getting started

  When first setting up a new organisation in ScaleXP, be sure to customise these settings to get the results you...

  July 17th, 2025 150 views 0 likes
• Customers tab: where to configure and review revenue and customer information, MRR, ARR

  Where to see revenue recognition, MRR and ARR Customers (top navigation bar) provides a summary of revenue recognition as well as...

  July 14th, 2025 197 views 0 likes
• How to use ScaleXP for month end journals

  The Journals tab (top bar) allows you to manage your month end tasks in one place, including posting journals for...

  July 14th, 2025 61 views 0 likes
• Getting started with revenue recognition journals in ScaleXP

  ScaleXP can easily automate your deferred revenue and accrued revenue journals. Follow these steps to get started with your first...

  August 19th, 2025 44 views 0 likes
• Prepaid Expenses: Best Practices and Quick Start Guide

  The prepaid expense module in ScaleXP streamlines your prepayment tracking, providing complete journal entries that can be posted to Xero...

  July 14th, 2025 124 views 0 likes
• Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks

  See this video for a quick overview of how the deferred revenue journal works:   The deferred revenue journal is...

  July 14th, 2025 105 views 0 likes
• Getting started with Dashboards

    To view, create and edit graphs and charts, go to Dashboards (top tab).  Graphs created on this page are...

  July 14th, 2025 105 views 0 likes
• Getting started with Reports: how to create and edit a report

  This article will set you up to be able to create reports within ScaleXP. It's really important that you have...

  July 14th, 2025 68 views 0 likes
• Getting started with Presentations: How to create a pack for a meeting; How to create and edit a presentation

    Presentations allow you to share ay combination of reports, graphs and text as a pack which can be downloaded...

  July 14th, 2025 108 views 0 likes
• An overview of Budgeting in ScaleXP: How to create and revise your budgets and forecasts

  More detailed discussion here:   Adding one or more budgets or forecasts to ScaleXP is easy.   Here are some helpful...

  July 14th, 2025 54 views 0 likes
• How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)

  This article explains how to map the financial accounts structure that is used throughout ScaleXP reporting (reports, dashboards, and presentations). ...

  July 14th, 2025 114 views 0 likes
• How to move and group financials across entities using cascade from parent

  To copy the names of financial categories and groupings of financial accounts from one entity to another within a consolidated...

  July 14th, 2025 69 views 0 likes
• How to analyze customer page reports: new, lost, upsold, downgraded customers and revenue

  Customer page reports: available information  The tables at the top of the Customer page summarise the total accounting revenue and...

  July 14th, 2025 89 views 0 likes
• How to automate accrued revenue journal posting, to add and release revenue accrual

  This article reviews how to identify accrued revenue from invoices, add accrued revenue not yet in your accounting system, adjust...

  July 14th, 2025 106 views 0 likes
• How to customize the definition of upgraded, downgraded customer revenue

  Change the definition used for reporting Upsold and Downgraded customers and revenue to exclude changes below a specified amount, either...

  July 14th, 2025 62 views 0 likes
• How to adjust the starting balance sheet for deferred revenue

  Read more about setting about your journals here: Getting started with revenue recognition journals in ScaleXP .  When switching revenue...

  July 14th, 2025 80 views 0 likes