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Video guides

Feel free to jump around the lists for relevant videos for your business.

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)


Revenue recognition overview


Difference between revenue recognition and MRR reports


Automated deferred revenue


Accrued revenue journals


Expense journals overview


Prepayments journals


Cost accruals 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 two-factor authentication (2FA)


Using columns in reports


Presentations


Invoices issued in: Quick overview


Journals tab


Stripe introduction


Set up ScaleXP Invoicing


ScaleXP Invoicing - Mapping HubSpot & QuickBooks


Usage-based costs


Quantity in ScaleXP