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.

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.

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.

Bank Accounts

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

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

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: