All accounts from the connected accounting system will default into a financial category in ScaleXP. To view all accounts uploaded from your accounting system and see which category they are currently in, go to Load Data>Configure P&L, BS and select the relevant financial section from the drop down menu at the top left of the page. Use this page to move and group accounts as required for reporting.
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- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- ScaleXP Invoicing: Automations with HubSpot workflows
- Configuring your revenue data upon initial setup
- Basic setup: Settings to configure when getting started
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- How ScaleXP reads dates
- How to add a budget or forecast