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.
Video Guides
Follow our video guides that journey you through ScaleXP.
Table of Contents
Configure Your P&L and Balance Sheet (Single Company)
Configure Your P&L and Balance Sheet (Consolidated)
Difference Between Revenue Recognition and MRR Report
Automated Deferred Revenue
Monthly Recurring Revenue Configuration
Reports Overview
Dashboards Overview
Create a Smart Dashboard With AI
Budgets & Forecasts
Creating a Consolidated Company
Metric Library Overview
How to Edit Metrics
Setting up 2 Factor Authentication (2FA)
Using Columns in Reports
Prepaid Expense Journals
Presentations
Invoices Issued in: Quick Overview
Accrued Revenue Journals
Journals Tab
Deferred Revenue Journal Overview
Stripe - Xero
Set up ScaleXP Invoicing
ScaleXP Invoicing - Mapping HubSpot & QuickBooks