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 invoices and bills for more information on how to find this.

Next, go to “Update Usage Based Revenue” in Journals

Create and save a blank Google Sheet to which to connect as follows

1. Click “Create Template”

2. Click “Make a copy”

3. Rename the document and save in your desired Google Drive location

Connect to the blank template you have saved

1. Go back to ScaleXP.  Click “Select Google Sheet to connect”

2. Click on the file you have saved.  Click on “Select" at the bottom of the window.

4. Click “ScaleXP Usage Data”

After connecting, the sheet will automatically populate with all invoice line items issued to the usage based account, ready for you to update.

Update your revenue in the Google Sheet

Click on “Open Sheet” at the top right of the “Update Usage Based Revenue” page.

Your Google Sheet will now be populated with the invoices and amounts to be allocated.

Allocate in columns.

You can allocate the revenue any way you like:

• add a Google Sheet reference to data imported from another source
• add a formula in your Google Sheet
• manually update the Google Sheet.

However you choose to set up your revenue allocations in the Google Sheet, these figures will automatically sync to ScaleXP and update your revenue recognition accordingly, including journal suggestions.

This sync occurs daily, alongside other automated updates.

Should you wish to update the usage based revenue instantly, use the “Sync Now” button on the usage based revenue tab within Journals, at the top right.

What do to if you need to reconnect

If for some reason you need to disconnect and reconnect, be sure to keep the data in the saved format.

Note that, should you have added other Google Sheets to your file, you will need to select the correct output sheet to create the sync.