The Revenue Workbench is your central hub for reviewing and managing contracts in Recurly RevRec. Explore performance obligations, variable consideration, billing, costs, waterfalls, journal entries, modifications, holds, and audit trails — and perform manual adjustments directly within the workbench when needed. This feature is part of Recurly RevRec. Learn more.

Available as part of Recurly RevRec

1Definition 2Key benefits 3Key details 4Manual action tools 5FAQ

Prerequisites

A valid Recurly account with appropriate permissions.
Basic understanding of Recurly's revenue recognition processes.
Familiarity with contract terms and conditions.

Limitations

Any changes you make apply to future transactions only.
Modifications must be approved by both parties.
Not all types of modifications may be supported under certain conditions.
Manual modifications using the Revenue Workbench may be treated differently.

Definition

The Revenue Workbench is a comprehensive tool that provides detailed insights into contracts and their related elements. It lets you review performance obligations, variable consideration, billing information, costs, revenue waterfalls, journal entries, modifications, allocation details, contract balances, business events, holds, and audit trails — all in one place.

Key benefits

Comprehensive contract insights Get a detailed view of contracts and their associated elements — performance obligations, billing information, costs, and more.

Multi-perspective analysis Explore contracts from multiple angles using tabs like POB, VC, Billing, Cost, Waterfall, Journals, and more to analyze specific elements and make informed decisions.

Manual contract modifications Make changes to contracts directly within the Revenue Workbench, with all modifications recorded in the Audit tab for transparency and accountability.

Enhanced contract management Access modifications, allocation details, contract balances, business events, holds, and audit trails for streamlined contract management and analysis.

Seamless decision-making Use the workbench's comprehensive data and intuitive interface to make informed decisions, ensuring accurate revenue recognition and efficient financial operations.

Key details

The Revenue Workbench is your centralized platform for contract management — analyze, monitor, and optimize contract performance from one place.

Contract insights

Select a contract from the list to explore its details:

Tab-based contract analysis: Navigate through tabs to access different contract perspectives — Performance Obligations (POB), Variable Considerations (VC), Billing, Cost, Waterfall, Journals, Modifications, Allocation Details, Contract Balance, Business Events, Holds, and Audit.

Manual adjustments: Modify contract details directly within the Revenue Workbench. All changes are logged in the Audit tab for transparency.

In-depth insights: Use the workbench's detailed contract data for strategic decision-making — review specific elements, understand contract balances, and navigate modifications with ease.
Invoice connection: In any contract, select the invoice number to return to the Recurly UI and view the invoice directly.

Manual action tools

To access manual action tools, right-click a field within the desired contract. The options available depend on the field selected.

Linking and de-linking contracts

Select Link

Right-click the desired field and choose "Link."

Choose the type

In the Type tab of the Link dialog box, choose between creating a new contract or adding to an existing one.

Create New Contract: Select this option to create a new contract for the lines de-linked from the current contract. Add a comment for reference, then save.

Add to Another Contract: Select this option to link the de-linked lines to a different existing contract.

Contract# field: Enter the contract number to which the selected lines should be linked.
Treatment: From the Treatment dropdown, choose either "Cumulative Catch up" or "Prospective" based on the desired revenue recognition approach.
Comments: Provide a brief explanation for the linkage in the Comment box to support documentation and tracking.

Moving the POB

Select Move POB

Right-click the desired field and choose "Move POB." A dialog box opens with the following options.

New POB: Select this option to assign a new POB to the selected lines, creating a new performance obligation specifically for them.

Add to Existing POB: Select this option to manually add the selected lines to an existing POB within the same contract, consolidating related lines under a single performance obligation.

Add comments

Enter any relevant comments to explain the rationale for the POB movement or provide additional context.

Save

Select the Save icon to update the POB assignment for the chosen lines.

Recognizing revenue

Select the lines

Highlight the lines you want to manually recognize or defer, then right-click to access the available options.

Select Recognize

Choose "Recognize." A dialog box opens with the following options.

Type: Choose the appropriate revenue type from the dropdown to categorize the revenue for recognition or deferral.
Action: Select either "Recognize" or "Defer" based on the desired treatment.
Percentage: Enter the percentage of revenue to recognize or defer for the selected lines.
Journal dates (optional): Enter a start and end date if you want the recognition or deferral to apply only to certain journal dates.
Comments: Provide a clear explanation for the chosen recognition or deferral to maintain proper documentation.

Save

Select the Save icon to apply the recognition or deferral settings to the selected lines.

Review the results

Navigate to the Waterfall tab to see the revenue allocation and the impact of the recognition or deferral on the revenue waterfall.

Releasing revenue for events

Select the order

Select the order to which the event should be manually applied.

Select Event

Choose "Event" from the available options.

Enter the release percentage

In the Release Pct column, enter the desired percentage as a number — for example, enter 20 to release 20% of the revenue.

Verify in Waterfall

Check the Waterfall tab in the Revenue Workbench to confirm the revenue release based on the percentage entered.

Enabling and disabling allocation

Select the lines

Select the line or lines for which you want to enable or disable SSP allocation.

Open Allocation

Select the Allocation option to open a dialog box with allocation features.

Choose Enable or Disable

From the Allocation dropdown, select Enable to turn on SSP allocation for the selected lines, or Disable to turn it off.

Add comments

Explain the reason for the change in the Comments box.

Save

Select the Save icon to apply your changes.

FAQ

What is the Workbench and how is it used to manage revenue recognition contracts?

The Workbench is the central place to review and manage revenue contracts and contract groups. From here, you can search and filter contracts, inspect line details and POB assignments, apply holds, and perform corrective actions (subject to permissions). For step-by-step use cases, see the Revenue Recognition Workbench documentation.

Is it possible to change a POB after a contract has been processed?

Yes. RevRec lets you manually change a POB after it has been assigned. Use the Change POB action in the Workbench to reassign the performance obligation — the system recalculates schedules according to your rules and book settings. Be aware that changes can affect recognition timing and may create reallocation or restatement entries depending on period status and approvals. For detailed instructions, see Change POB in the Workbench docs.