Revenue Settings

Revenue Settings is where you configure how revenue is reported, how often each channel syncs, and which bank accounts feed reconciliation. It has two tabs: Revenue Settings and Bank Accounts.

Overview

Open Revenue → Settings. Unlike the rest of the workspace, Settings is not scoped by the channel filter.

Revenue reporting policies

A revenue reporting policy controls whether revenue is reported gross (full invoice amount) or net (after channel fees) for a given scope. The policies table lists each policy’s level, channel, product, reporting basis, source, effective dates, and last update.

To add or change a policy:

1. Select Add Policy (or Edit on an existing row).
2. Choose the channel and, optionally, a product.
3. Choose the reporting basis — Gross or Net.
4. Set the effective from and effective to dates.
5. Save.

Validation: the effective-from date cannot be in the past, and effective-to must be on or after effective-from. Use Delete to remove a policy you no longer need.

Channel sync configuration

Each connected channel has a sync configuration showing its status, last sync time, and any errors. For each channel you can set:

• Schedule — Hourly, Daily, or Manual.
• Backfill Months — how many months of history to pull (1–24).

Select Save to apply. Connect a revenue channel first if the list is empty.

Bank Accounts

The Bank Accounts tab manages the accounts that feed Bank Reconciliation.

Summary cards

Connecting an account

• Connect Plaid opens Plaid Link to connect a bank account.
• Connect Stripe uses Stripe Financial Connections (requires a connected Stripe integration).
• Refresh re-syncs account state.

The accounts table lists each account’s name, provider, currency, status, last sync, and provider account reference.

KPI calculation formulas

The Revenue Settings tab has no KPIs. The Bank Accounts tab shows connection counts: