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Profiles

Configure application-level controls in Recurly RevRec using Profiles, including currency, overage, contract revision, and revenue duration settings.

Profiles set application-level controls for Recurly RevRec — from your global reporting currency to how the system distinguishes a contract modification from routine activity. Configure them once in Set Up to apply these defaults across your account.
Available as part of Recurly RevRec
1Configuring profiles

Configuring profiles

1

Navigate to Profiles

Go to Set Up → Profiles.

2

Set your profile options

Configure the fields below to match your organization's requirements.

  • Account separator: Specifies the value used for account separation.
  • Commission only: Indicates whether only commission data is present.
  • Global currency: Designates the primary currency for financial reporting.
  • Overage allowed: Enable this if invoicing above the transaction amount is allowed.
  • Contract revision level: Determines when a contract alteration counts as a Contract Modification.
  • Revenue duration: Differentiates between short-term (within a year) and long-term (beyond a year) revenue for GAAP and IFRS disclosure.
  • SSP date: When configured in the profile, Recurly RevRec sets the SSP date for all transaction lines to the earliest sales order book date.
3

Save your settings

Once you've finalized your profile settings, select the Save icon.