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

Navigate to Profiles

Go to Set Up → Profiles.

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.

Save your settings

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