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.
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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
Accrued Revenue Journals
Prepayments Journals
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
Presentations
Invoices Issued in: Quick Overview
Journals Tab
Stripe - Xero
Set up ScaleXP Invoicing
ScaleXP Invoicing - Mapping HubSpot & QuickBooks
Usage Based Costs
Quantity in ScaleXP