# Revenue Settings

**Revenue Settings** is where you configure how revenue is reported, how often each channel syncs, and which bank accounts feed cash matching. Open it from **Revenue → Settings** — the page is titled **Configuration** and has two tabs: **Revenue Settings** and **Bank Accounts**.

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## 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 the **Edit** action 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.

![Revenue Reporting Policies table with the Add Policy button circled](images/settings-reporting-policies.png)

The **① Add Policy** button (circled) creates a new rule. Each row shows the policy's **Level** (Channel default or Org-wide default), **Channel**, **Product**, and **Reporting Basis** (GROSS or NET) — for example, AWS CPPO reports **NET** while Stripe reports **GROSS**. Use the **Edit** action at the end of a row to change it.

## Channel sync configuration

Each connected channel (AWS, Azure, GCP, Stripe) appears as a card showing its connection status (**VERIFIED**), last sync time, and error count. Configure how each channel ingests data:

- **Schedule** — choose how often the channel syncs: **Hourly**, **Daily**, or **Manual**. New connections default to **Daily**.
- **Backfill Months** — how much history to pull when connecting, from **1 to 24 months** (default **24**).

Select **Save** to apply a channel's schedule and backfill. Connect a revenue channel first if the list is empty.

:::info
Automatic background sync runs on each channel's schedule when it's enabled for your deployment. If a **VERIFIED** channel isn't refreshing, confirm its **Schedule** isn't set to **Manual**, then contact [support@suger.io](mailto:support@suger.io).
:::

## Bank Accounts

The **Bank Accounts** tab manages the connected accounts used for cash matching against your revenue records.

![Bank Accounts tab with the connect buttons and summary cards circled](images/settings-bank-accounts.png)

The connect actions are circled in orange — **① Connect Plaid** and **② Connect Stripe** — and the summary cards in red: **③ Connected Accounts**, **④ Active Accounts**, and **⑤ Institutions**.

### Summary cards

| Card | Meaning |
|------|---------|
| **Connected Accounts** | Total bank accounts connected for sync and cash matching. |
| **Active Accounts** | Connected accounts currently in an active state. |
| **Institutions** | Distinct financial institutions across connected accounts. |

### 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:

| KPI | Applies to | Formula | Calculation details |
|-----|------------|---------|---------------------|
| Connected Accounts | Plaid, Stripe Financial Connections | `count(connected bank accounts)` | — |
| Active Accounts | Plaid, Stripe Financial Connections | `count(accounts with active status)` | — |
| Institutions | Plaid, Stripe Financial Connections | `count(distinct institutions)` | Distinct financial institutions across connected accounts. |

:::info
**Base currency and FX.** Amounts across the workspace are converted to a base currency — taken from your revenue configuration, defaulting to USD. Foreign-currency records are converted at the rate for the record's invoice date (or the sync time when no invoice date exists).
:::