This article describes how and why to change your journal start date in ScaleXP for purposes of revenue recognition and expense recognition journals.
Step 1: Open the Journals section
To change the date when your journals start from, go to your Journals tab
Step 2: Open a journals page
Go to any of the journals pages by clicking on the blue “open” box by the journal page name.
- There are separate settings for Revenue Journals and Expenses Journals
- Select either a Revenue Journal or Expense Journal
Step 3: Open the Journal Settings
Click on the three dots at the top right of your screen to reveal Journal Settings
Step 4: Set your journal start date
The journal settings modal will open.
Near the bottom of the settings section you can adjust your journal start date.
Note: Make sure to click Save before exiting the screen.
Note: If you do not select a journal start date - your Financial Data import start date will be used by default.
Why to change your journal start date
- The journal start date reflects the date from which you can use ScaleXP automated journal suggestions
- This is a reminder to you and anyone else using the system that data from ScaleXP can only be used for documenting balance sheet data from the start date forward
- Prior to the start date, you may be missing correct recognition dates and/or invoices, leading to misleading or missing suggestions
Related articles
How to Set Up Revenue Recognition Reporting and Automated Revenue Journals
How to Automate Expense Recognition Journals in ScaleXP
How to Set and Change Expense Journal Settings
How to Set and Change Revenue Journal Settings
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