Video Guides

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 to your business.

We value your feedback: email us at support@scalexp.com with any questions or suggestions.

Configure P&L, and Balance Sheet (Single Company)

Configure 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

How to Edit Metrics

Setting up 2 Factor Authentication

Using Columns in Reports

Prepaid Expenses

Prepaid Expenses Journal

Presentations

Invoices Issued in: Quick Overview

Accrued Revenue

Journals Tab

Deferred Revenue Journal Overview

Stripe – Xero

Set up ScaleXP Invoicing

ScaleXP Invoicing – Mapping HubSpot & QuickBooks products