Overview of Zoho Books consolidation with ScaleXP
Configure your P&L and Balance Sheet
Videos for Zoho Books users
Video guides for Zoho Books users: an overview of consolidation with ScaleXP and how to configure your P&L and balance sheet.
Getting started
Basic setup: Settings to configure when getting started
How to set up consolidated reporting in ScaleXP
How to use ScaleXP for month end journals
How to set up metrics in ScaleXP
Getting started with reports: How to create and edit a report
Getting started with dashboards
Getting started with presentations: How to create and edit a board pack
How to configure your P&L and balance sheet in ScaleXP (single company)
How to switch between companies in a consolidated organization
How to create a new presentation with the help of AI
Videos
Articles
Basic setup: Settings to configure when getting started
How to use ScaleXP for month end journals
Getting started with reports: How to create and edit a report
Getting started with dashboards
Getting started with presentations: How to create and edit a board pack
How to customize the definition of upgraded, downgraded customer revenue
How to create a customers page report and use it across ScaleXP
Subscription management and renewal tracking: Getting started with CRM integration
ScaleXP CRM integration best practices
CRM integration: How to map CRM data in ScaleXP
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
Revenue setup 1: Configure and validate revenue recognition
Start here: Automate revenue journals
Revenue setup 2: Prepare your accounts
Start here: Automate expense journals
Zoho Books Consolidation
Achieve business outcomes
Automate month end: Revenue recognition
Start here: Automate revenue journals
Revenue setup 1: Configure and validate revenue recognition
Revenue setup 2: Prepare your accounts
Revenue setup 3: Choose your journal settings
Deferred revenue 1: Map and filter your accounts
Deferred revenue 2: Review and post the journal
Accrued revenue 1: Add accrued revenue
Accrued revenue 2: Release accrued revenue
Accrued revenue 3: Review and post the journal
Usage Based Revenue: Set up
Usage Based Revenue: Update
Revenue recognition FAQs
How ScaleXP reads dates
How ScaleXP allocates the spread of revenue and cost
Revenue per customer is not correct. How do I change this?
How to show a full month view of revenue (as used for MRR)
How to change MRR
Difference between revenue recognition and MRR
How to define and report on annual recurring revenue (ARR) by customer
How to filter accounts on the customer page
Usage Based Revenue: Connect Google Sheets
Revenue recognition for multi-year contracts, free periods, and extensions
How to set rule based revenue allocations
How to set up a complex, multi-tiered revenue allocation rule
How does the system calculate annual recurring revenue (ARR)?
Customer page summary reports and how they are calculated
Revenue journals FAQs
Revenue journal FAQs: Answers to common questions
Why does my deferred revenue balance not reconcile as expected?
How the deferred revenue journal calculates the suggested posting amount
IFRS / GAAP reporting versus revenue recognition
How to identify required journal adjustments
How to review invoices issued in the month and find a missing invoice
How to find backdated invoices that affect prior months
How to set journals to IFRS or GAAP rules for backdated revenue
How should I code my invoices? (To revenue or balance sheet)
How to change the deferred revenue account for deferred revenue journals
How and why to change your journal start date
How to adjust the starting balance sheet for deferred revenue
How to add Xero tracking codes or QuickBooks classes to revenue journals
How to automate accrued revenue suggestions as part of revenue recognition
How to release accrued revenue
How to download invoice line level detail behind the deferred revenue journal
How to set up revenue journals by customer
Automate month end: Expenses
Start here: Automate expense journals
Expense setup 1: Prepare your accounts
Expense setup 2: Choose your journal settings
Prepayments 1: Select your prepayments
Prepayments 2: Review and post the journal
Cost accruals: Add, release, and post accruals
Usage Based Costs: Set up
Usage Based Costs: Connect Google Sheets
Usage Based Costs: Connect Microsoft Excel
Usage Based Costs: Update
Expense journal FAQs
Expense journal FAQs: Answers to common questions
Why can't I post my prepayments journal?
How to reconcile your prepayments balance with Xero or QuickBooks
Costs: As spent versus IFRS / GAAP view
How to add a missing bill or cost supplier
How to review bills by issue month
How should I code my bills? (to expense or balance sheet)
How to add a manual adjustment to costs
How to include all expenditure (not just bills) in your cost recognition reports
How to merge and unmerge suppliers
How to change the review status of a supplier or bill on prepaid expenses pages
How to set up expense journals by supplier
How ScaleXP will auto-match your cost accruals
How to set or change an auto-release date for a cost accrual
Prepaid expense download options
How to view and download all your expenses
How and why to change your journal start date
Multi-entity consolidation
How to set up consolidated reporting in ScaleXP
How to configure your P&L and balance sheet in ScaleXP (consolidated company)
How to move and group financials across entities using cascade from parent
How to consolidate intercompany accounts in ScaleXP
How to eliminate intercompany accounts and add or remove accounts from elimination
FX rates: What foreign exchange rate is being used?
How to change historic FX rates and input custom foreign exchange rates
How to adjust foreign exchange rates: Consolidated balance sheets
How to add live metrics through Google Sheets
How to add consolidation adjustments
Why consolidated P&L year-to-date earnings differ from the balance sheet
How to create a chart for a single subsidiary when reporting at the parent
How to switch between companies in a consolidated organization
Automate KPIs and metrics
How to set up metrics in ScaleXP
How to set up CAC (customer acquisition costs)
What is NDR? What retention metrics are available?
How do I change the name of a metric?
How to change pre-set SaaS metric definitions and which metrics to use
I want to add a renewals pipeline from HubSpot.
How to edit a metric and change how it is calculated
How to create a budget for metrics using Google Sheets
How to add live metrics through Google Sheets
How to use data from Google Sheets in your ScaleXP metrics and reporting
What is the ScaleXP metric library?
How do I create a new metric in the metric library?
Getting started with dashboards
Getting started with presentations: How to create and edit a board pack
How to set up budgets in ScaleXP (overview)
Add metrics from multiple customers pages to one report or dashboard
How to create a metric, report, or chart using customer page reports
How to change the definition of a reactivated customer vs a new customer
How to create a customers page report and use it across ScaleXP
How to customize the definition of upgraded, downgraded customer revenue
How to add live metrics through Microsoft Excel
How to create a new presentation with the help of AI
Integrate Stripe invoicing with Xero and QuickBooks
Automate invoicing from HubSpot
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
ScaleXP Invoicing: Data fields synced back to HubSpot
ScaleXP Invoicing: Import existing invoices to HubSpot deals
ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
ScaleXP Invoicing: HubSpot deal automation workflows
ScaleXP Invoicing: How to handle upsells, cross-sells, and downgrades
How to find missing invoices and stop revenue leakage
Start here: Automate invoicing from HubSpot
HubSpot invoicing FAQs
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
ScaleXP Invoicing: How to handle churned or lost customers when they cancel mid-term
ScaleXP Invoicing: How to create split invoices in HubSpot
ScaleXP Invoicing: Users and permissions
ScaleXP Invoicing: How to map contact data to and from HubSpot
ScaleXP Invoicing: How to add users and give access to the dashboard
How to move an invoice from one deal to another
ScaleXP Invoicing: How to create deposit invoices in HubSpot
ScaleXP Invoicing: How to re-issue invoices in ScaleXP Invoicing
What does the ScaleXP "invoice status" field mean?
"First invoice paid" and "all invoices paid" status
How to link multiple Xero or QuickBooks accounts to HubSpot
ScaleXP Invoicing: How to handle upsells, cross-sells, and downgrades
ScaleXP Invoicing: How to create recurring invoices in HubSpot
ScaleXP Invoicing: How to send invoices in HubSpot
ScaleXP Invoicing: Managing app cards in HubSpot
ScaleXP Invoicing: How to reconnect your Xero account
ScaleXP Invoicing: How to sync HubSpot data to Xero
ScaleXP Invoicing: Payment schedules in HubSpot
ScaleXP Invoicing: Create a reminder for users to create invoices
HubSpot Xero invoicing
ScaleXP Invoicing: Using HubSpot's Xero Data Sync app for contacts and products
ScaleXP Invoicing: Xero accounts and taxes in HubSpot
ScaleXP Invoicing: HubSpot and Xero integration reference guide
Step 4: Send your first invoice from HubSpot
ScaleXP Invoicing: How to change the Xero invoice status preference
Step 3: Map HubSpot products to Xero or QuickBooks
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
HubSpot QuickBooks invoicing
Automate invoicing from Salesforce
Start here: Automate invoicing from Salesforce
Step 1: Install ScaleXP Invoicing in Salesforce
Step 2: Prepare Salesforce for ScaleXP Invoicing
Step 3: Map Salesforce fields to ScaleXP Invoicing
Step 4: Send your first invoice from Salesforce
ScaleXP Invoicing: Data fields synced back to Salesforce
Salesforce FAQ: Access, the contracts page, and managing contracts
Salesforce invoicing troubleshooting
How to find missing invoices and stop revenue leakage
Automate invoicing from Pipedrive
MRR, ARR, and SaaS metric reporting
How to set up CAC (customer acquisition costs)
Revenue setup 1: Configure and validate revenue recognition
How to add live metrics through Google Sheets
How to use data from Google Sheets in your ScaleXP metrics and reporting
How to create a budget for metrics using Google Sheets
What is the ScaleXP metric library?
How do I create a new metric in the metric library?
My metric definitions are not correct. How can I review them?
How to change pre-set SaaS metric definitions and which metrics to use
How do I change the name of a metric?
How to create a metric, report, or chart using customer page reports
Getting started with reports: How to create and edit a report
How to format a report
Add metrics from multiple customers pages to one report or dashboard
How to create SaaS metric reports
How to set up budgets in ScaleXP (overview)
Getting started with dashboards
Getting started with presentations: How to create and edit a board pack
SaaS metrics FAQs
Configure MRR and ARR
Create a presentation
Getting started with presentations: How to create and edit a board pack
How to reorder slides or pages in a presentation
How to add page numbers to a presentation
How to add a page to a presentation
How to download a presentation; how to share a presentation
How to change presentation styles, themes and eliminate images and lines
How to view a presentation in full screen mode
How to change the date of a presentation
How to upload an image in presentations
How to create a new presentation with the help of AI
Subscription management including renewal tracking
Subscription management and renewal tracking: Getting started with CRM integration
ScaleXP CRM integration best practices
CRM integration: How to map CRM data in ScaleXP
Invoice matching: How to create contracts linked to invoices and CRM deals
View your contracts: An overview of contracts in ScaleXP
View and manage your renewals schedule
How to auto-link renewal deals in ScaleXP
Updating contracts: How to change contracts (using ScaleXP Invoicing)
Updating contracts: How to change contracts (without ScaleXP Invoicing)
Data fields for advanced reporting
Deal tags: How to add new fields to contracts and CRM reporting
How to add renewals and future invoices to the customers tab
Renewals: Initial setup steps
Updating renewals
How to fix an incorrect renewal
How to find missing invoices and stop revenue leakage
Subscription management and CRM FAQs
View by section
Reports
Getting started with reports: How to create and edit a report
How to set up budgets in ScaleXP (overview)
How to format a report
How to add live metrics through Google Sheets
How to add a budget or forecast
How to track against budget for a manual entry field
How to set and view budget FX rates
How to add a budget to a consolidated company
Common budget upload issues
How to add and change budgets for MRR, churn, customer count, and other metrics
How to connect your accounting platform to ScaleXP
How to create a revenue forecast graph
Data fields for advanced reporting
How to add a % revenue column
How to create and edit folders for reports
How to see transaction detail behind account balances
Creating and customizing reports
Getting started with reports: How to create and edit a report
How to create a new report from a template
How to edit a report and create your own custom rows and columns
How to create and edit report columns
How to create or edit a formula in a report
How to create SaaS metric reports
How to add a subgroup to reports (2 levels available)
How to create a budget for metrics using Google Sheets
How to report on specific entities and eliminations in a consolidated company
How to format a report
How to add live metrics through Google Sheets
Data fields for advanced reporting
How to delete a column layout in a report
How to rename a column layout in a report
Report formatting
How to format a report
How to format numbers in a report: Decimal places and number type
How to add a border to a report; how to format a report with lines
How to add color to a report
How to change the number of decimal places shown in a report
How to expand/hide rows in a report
How to indent rows in a report
Getting started with reports: How to create and edit a report
How to add tracking categories, classes or tags as rows in your reports
How to show general ledger account numbers in reports
Report FAQs
How to name or rename a report
How to pin a report to the top of a list
How to delete a report
How does the system handle invoices and bills issued in a different currency?
How can I track number of employees? How can I split employees by department?
How to view budgets after uploading them
How to copy a report (reports tab)
How to download a report to Excel
How to report on Xero tracking codes or QuickBooks classes in ScaleXP
How to change the currency for my report
How to change variance colors and the definition of good vs bad
Why are my credit card balances not reporting correctly in ScaleXP
How to add multiple budgets or forecasts to a report
How to report department or project costs vs budget
Why can't I edit my row or change its time period in a report?
How to create reports with a fixed start date or fixed time period
How to rename budgets, forecasts, and budget headings in reports
How do I set the default budget or forecast?
How to create a customers page report and use it across ScaleXP
How to set up CAC (customer acquisition costs)
Getting started with reports: How to create and edit a report
How to create a budget for metrics using Google Sheets
How to format a report
How to add live metrics through Google Sheets
How to create a second level of subgroup in ScaleXP reporting ("subgroup level 2")
How to include Zoho reporting tags in your reports
How to reorder accounts within a P&L or balance sheet category
How to delete a column layout in a report
How to rename a column layout in a report
How to show general ledger account numbers in reports
Dashboards
Getting started with dashboards
How to add an ARR budget to a graph
Charts
I want to rename a graph or a dashboard
How do I hide or unhide a graph component?
How do I download a chart or graph?
How to customize a chart
How to change the colors in a chart or graph
How to change or delete the summary at the top of a chart or graph
How to change chart settings between month, quarter and year
How to add commentary to a chart in a presentation
How to add number labels to charts
How to copy a chart
Getting started with dashboards
How to create your own waterfall chart & customize it
How to add a ranked customer list (top 10, top 20) to a dashboard or presentation
How to use the AI chart builder
How to add tracking categories, tags or classes to charts
How to graph year on year results
How to build a year on year comparison chart
How to create a chart for a single subsidiary when reporting at the parent
KPIs
Dashboard FAQs
How can I change the churn assumption in the customers page, reports and graphs?
How can I change the churn assumption in the cohort analysis?
How to create a new chart
How to create a new dashboard
How do I delete a chart or an entire dashboard?
I want to view or understand how a value is calculated
How to share view only access
Why don't I see revenue by type on the dashboard pie chart?
Why do MRR or customer numbers on dashboards not match the customers page?
How to rename data in a chart, graph, or report
Add metrics from multiple customers pages to one report or dashboard
How to create a metric, report, or chart using customer page reports
How to create a chart with a fixed start date
How to show numbers in a chart
How to move, resize or delete an existing chart
How to create a budget for metrics using Google Sheets
Cohort analysis
Presentations
Getting started with presentations: How to create and edit a board pack
How to change presentation styles, themes and eliminate images and lines
How to add a page to a presentation
How to reorder slides or pages in a presentation
How to upload an image in presentations
How to change the date of a presentation
How to add page numbers to a presentation
How to download a presentation; how to share a presentation
How to view a presentation in full screen mode
How to customize the slide background
How to add a KPI card to a presentation
How to create a new presentation with the help of AI
Customers
How to change the definition of a reactivated customer vs a new customer
How to create a customers page report and use it across ScaleXP
Customers how-to guides
Bulk invoice editor: How to edit multiple invoices at once
How to delete a customer created in ScaleXP
How to share the customer page report
How to download customer page detail and invoice line items to Excel
How is customer information consolidated?
How to adjust the thresholds for upsell & downgrades
How to report on tracking codes for customer data
How to create a customers page report and use it across ScaleXP
Customer tags: How to add fields to customer page reports and report by group
How to add quantity to reports
How to change the quantity label in ScaleXP reports
How to change how quantity is reported for different time periods
MRR, ARR, and revenue recognition
Customers FAQs
How can I see the names of new, lost, upgraded, downgraded or reactivated customers?
How to exclude a customer from new, lost, or all calculations
Revenue per customer does not look correct. How can I verify revenue per customer?
Why the customers tab has duplicate customers and how to fix them
How to fix revenue recognition dates on an invoice
How can I check and/or change the way a customer’s invoice is allocated?
How to move an invoice or exclude an invoice
Why the customers tab shows small differences between invoice detail and total revenue
I am missing an invoice or transaction, what do I do?
How to split a customer, for example to track reseller end customers
How can I see manually added invoices?
How to add a manual invoice to match revenue recognition to your accounting system
How do I merge customers?
How do I unmerge customers?
How can I rename a customer?
Why invoices on the customer page do not add up to the report total
Why am I showing no revenue for the month in which invoice dates begin or end?
How to add a customer in ScaleXP
Why do I see line item amounts which I haven't included in my customer page report?
How to recognize upgrades booked before a contract end
How to create an IFRS / GAAP revenue report by customer at consolidated level
How to use ScaleXP to recognize revenue for a contract extension
How to create a customers page report and use it across ScaleXP
How to delete a report on the customers tab
How to copy a report (customers tab)
How do I identify merged customers?
How to add or remove accounts from MRR and ARR
CRM and forecasting
ScaleXP CRM data flow
Key CRM terms explained
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
ScaleXP Invoicing
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
ScaleXP Invoicing: Data fields synced back to HubSpot
ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
ScaleXP Invoicing: HubSpot deal automation workflows
ScaleXP Invoicing: How to handle upsells, cross-sells, and downgrades
Mapping Xero products (items) with Pipedrive
Renewals and contract management
Contract management FAQs
Journals
How to use ScaleXP for month end journals
Revenue journals
Start here: Automate revenue journals
Revenue setup 1: Configure and validate revenue recognition
Revenue setup 2: Prepare your accounts
Revenue FAQs
How ScaleXP reads dates
How ScaleXP allocates the spread of revenue and cost
How to show a full month view of revenue (as used for MRR)
How to filter accounts on the customer page
How to set rule based revenue allocations
How to change MRR
Revenue per customer is not correct. How do I change this?
Difference between revenue recognition and MRR
How to define and report on annual recurring revenue (ARR) by customer
How to set up a complex, multi-tiered revenue allocation rule
Usage Based Revenue: Connect Google Sheets
Revenue recognition for multi-year contracts, free periods, and extensions
How to automate accrued revenue suggestions as part of revenue recognition
How to change the deferred revenue account for deferred revenue journals
How should I code my invoices? (To revenue or balance sheet)
How to review invoices issued in the month and find a missing invoice
How to add Xero tracking codes or QuickBooks classes to revenue journals
How to set journals to IFRS or GAAP rules for backdated revenue
Why does my deferred revenue balance not reconcile as expected?
How to adjust the starting balance sheet for deferred revenue
How the deferred revenue journal calculates the suggested posting amount
How and why to change your journal start date
How to release accrued revenue
How does the system calculate annual recurring revenue (ARR)?
How to download invoice line level detail behind the deferred revenue journal
How to find backdated invoices that affect prior months
IFRS / GAAP reporting versus revenue recognition
Customer page summary reports and how they are calculated
Expense journals
Start here: Automate expense journals
Expense setup 1: Prepare your accounts
Expense setup 2: Choose your journal settings
Prepayments 1: Select your prepayments
Prepayments 2: Review and post the journal
Cost accruals: Add, release, and post accruals
Usage Based Costs: Set up
Usage Based Costs: Connect Google Sheets
Usage Based Costs: Connect Microsoft Excel
Usage Based Costs: Update
Expense FAQs
Other journal FAQs
Load data
How to configure your P&L and balance sheet in ScaleXP (single company)
Why is my accounting data not updating when I sync? (How to increase sync history)
How to minimize data sync time and change the sync period
How to add a subsidiary without including an accounting connection
How to add live metrics through Google Sheets
Deal tags: How to add new fields to contracts and CRM reporting
How to add consolidation adjustments
Integrations
How often is data imported? When is data synced?
I want to view, add or disconnect the list of current connections.
How to activate an immediate data sync
Getting started with QuickBooks
How to add live metrics through Google Sheets
View and manage your renewals schedule
Invoice matching: How to create contracts linked to invoices and CRM deals
View your contracts: An overview of contracts in ScaleXP
Updating contracts: How to change contracts (using ScaleXP Invoicing)
How to auto-link renewal deals in ScaleXP
Updating contracts: How to change contracts (without ScaleXP Invoicing)
Stripe integration overview
Data fields for advanced reporting
Xero
Stripe
How to review Stripe invoices and find a missing invoice
Stripe and ScaleXP integration: Create invoices directly into ScaleXP
Stripe integration overview
How to integrate Stripe and automate invoice creation in Xero
How integrate Stripe & automate invoice creation in QuickBooks
Stripe and Xero integration: Bank reconciliation
Stripe: How to automate Xero tracking codes from Stripe metadata
How to allocate discounts to line item account codes
How to shorten Stripe subscription periods by 1 day
HubSpot
Zoho Books
QuickBooks
Google Sheets
Microsoft Excel
Budgets and forecasts
How to set up budgets in ScaleXP (overview)
How to add a budget or forecast
How to track against budget for a manual entry field
How to set and view budget FX rates
How to add a budget to a consolidated company
Common budget upload issues
How to add and change budgets for MRR, churn, customer count, and other metrics
How to connect your accounting platform to ScaleXP
How to create a revenue forecast graph
How to create a budget for metrics using Google Sheets
How to view and edit a budget in ScaleXP
Budget and forecasting FAQs
Configure your data
How to view all uploaded accounts and their groupings
How do I update actuals for a manual entry field?
How to add a manual entry field for extra or non-financial data
How to import recent accounting data changes
How do I create a new metric in the metric library?
How to move accounts
How to connect a new organization (single entity)
Data sync for invoices and bills
Accounts to move when setting up a new company
How to connect a new organization (consolidated)
How to configure your P&L and balance sheet in ScaleXP (single company)
How to revert to the ScaleXP default FX rates
How to import your P&L groupings from an existing report or another system
Intercompany consolidation
FX rates: What foreign exchange rate is being used?
How to eliminate intercompany accounts and add or remove accounts from elimination
How to consolidate intercompany accounts in ScaleXP
How to change historic FX rates and input custom foreign exchange rates
How to adjust foreign exchange rates: Consolidated balance sheets
How to move and group financials across entities using cascade from parent
How to configure your P&L and balance sheet in ScaleXP (consolidated company)
How to set up consolidated reporting in ScaleXP
Settings
Basic setup: Settings to configure when getting started
Basic setup
Settings FAQs
How to change your username, password or email address
How to add team members and change permission levels
I want to add a renewals pipeline from HubSpot.
How to change your financial year end
How can I see how many licenses are being used?
How to move between companies in ScaleXP
How to add a new entity in ScaleXP
How to find uncategorized accounts
How to change your billing details or plan
ScaleXP two factor authentication (2FA)
I can't sign in
I can't log in to ScaleXP - Why not?
Metrics
How to edit a metric and change how it is calculated
How do I change the time period in a metric?
How do I change the name of a metric?
My metric definitions are not correct. How can I review them?
How to change pre-set SaaS metric definitions and which metrics to use
What is the ScaleXP metric library?
How to add an ARR budget to a graph
How to create a budget for metrics using Google Sheets
How do I create a new metric in the metric library?
ScaleXP Invoicing for HubSpot
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
ScaleXP Invoicing: Data fields synced back to HubSpot
ScaleXP Invoicing: Import existing invoices to HubSpot deals
ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
ScaleXP Invoicing: HubSpot deal automation workflows
ScaleXP Invoicing: How to handle upsells, cross-sells, and downgrades
ScaleXP Invoicing for HubSpot FAQs
ScaleXP Invoicing: How to handle churned or lost customers when they cancel mid-term
ScaleXP Invoicing: How to create split invoices in HubSpot
ScaleXP Invoicing: Users and permissions
ScaleXP Invoicing: How to map contact data to and from HubSpot
ScaleXP Invoicing: How to add users and give access to the dashboard
How to move an invoice from one deal to another
ScaleXP Invoicing: How to create deposit invoices in HubSpot
ScaleXP Invoicing: How to re-issue invoices in ScaleXP Invoicing
What does the ScaleXP "invoice status" field mean?
"First invoice paid" and "all invoices paid" status
How to link multiple Xero or QuickBooks accounts to HubSpot
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
ScaleXP Invoicing: How to handle upsells, cross-sells, and downgrades
ScaleXP Invoicing for HubSpot: Xero
Step 4: Send your first invoice from HubSpot
ScaleXP Invoicing: Using HubSpot's Xero Data Sync app for contacts and products
ScaleXP Invoicing: Xero accounts and taxes in HubSpot
ScaleXP Invoicing: HubSpot and Xero integration reference guide
ScaleXP Invoicing: How to change the Xero invoice status preference
Step 3: Map HubSpot products to Xero or QuickBooks
Step 2: Configure ScaleXP Invoicing
Step 1: Install ScaleXP Invoicing in HubSpot
ScaleXP Invoicing for HubSpot: QuickBooks
Forecast
Data and integrations
How to add live metrics through Google Sheets
Deal tags: How to add new fields to contracts and CRM reporting
Stripe integration overview
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
Data fields for advanced reporting
How to add live metrics through Microsoft Excel
HubSpot integration
Step 3: Map HubSpot products to Xero or QuickBooks
How to link multiple Xero or QuickBooks accounts to HubSpot
ScaleXP Invoicing: Users and permissions
ScaleXP Invoicing: How to create split invoices in HubSpot
ScaleXP Invoicing: How to map contact data to and from HubSpot
ScaleXP Invoicing: How to add users and give access to the dashboard
How to move an invoice from one deal to another
ScaleXP Invoicing: How to create deposit invoices in HubSpot
ScaleXP Invoicing: How to re-issue invoices in ScaleXP Invoicing
ScaleXP Invoicing: How to handle churned or lost customers when they cancel mid-term
What does the ScaleXP "invoice status" field mean?
"First invoice paid" and "all invoices paid" status
Step 4: Send your first invoice from HubSpot
ScaleXP Invoicing: Using HubSpot's Xero Data Sync app for contacts and products
ScaleXP Invoicing: Xero accounts and taxes in HubSpot
ScaleXP Invoicing: HubSpot and Xero integration reference guide
ScaleXP Invoicing: How to change the Xero invoice status preference
View and manage your renewals schedule
Invoice matching: How to create contracts linked to invoices and CRM deals
View your contracts: An overview of contracts in ScaleXP
Updating contracts: How to change contracts (using ScaleXP Invoicing)
How to auto-link renewal deals in ScaleXP
Updating contracts: How to change contracts (without ScaleXP Invoicing)
Step 1: Install ScaleXP Invoicing in HubSpot
Step 2: Configure ScaleXP Invoicing
Data fields for advanced reporting
Stripe invoice integration
Salesforce integration
Updating contracts: How to change contracts (without ScaleXP Invoicing)
View and manage your renewals schedule
Invoice matching: How to create contracts linked to invoices and CRM deals
View your contracts: An overview of contracts in ScaleXP
Updating contracts: How to change contracts (using ScaleXP Invoicing)
How to auto-link renewal deals in ScaleXP
Data fields for advanced reporting
Step 3: Map Salesforce fields to ScaleXP Invoicing
Step 1: Install ScaleXP Invoicing in Salesforce
ScaleXP Invoicing: Data fields synced back to Salesforce
Pipedrive integration
Updating contracts: How to change contracts (without ScaleXP Invoicing)
View and manage your renewals schedule
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- Step 1: Install ScaleXP Invoicing in HubSpot
- ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
- Revenue setup 1: Configure and validate revenue recognition
- Step 2: Configure ScaleXP Invoicing
- Prepayments 1: Select your prepayments
- Expense setup 1: Prepare your accounts
- Start here: Automate revenue journals
- How to configure your P&L and balance sheet in ScaleXP (consolidated company)