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Getting Started with RevRec


  • About Chargebee RevRec
  • Quick Start Guide
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  • Conversion
  • RevRec Essential
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Revenue Recognition


  • Configuring Product Catalog
  • Standalone Selling Price
  • Configuring Revenue Rules
  • Recognizing Discounts
  • Revenue Arrangement
  • Prior Period Adjustment
  • Pending Collectibility
  • Chargebee Billing Features
  • Articles and FAQ

Expense Recognition


  • Recognizing Expenses
  • Articles and FAQ

Multi Currency


  • Multi-Currency
  • Articles and FAQ

Multi Entity


  • Multi-Entity

Data Processing & Validation


  • Overview
  • Automated Data Synchronization
  • Importing Data in Bulk
  • Input via User Interface
  • Control Checks
  • Automated Import and Export
  • Understanding Errors
  • Articles and FAQ

Adjustments


  • Manual Adjustments

Reports & Analytics


  • Overview of RevRec Reporting
  • RevRec Standard Reports
  • Articles and FAQ

General Ledger & Accounting Close


  • Journal Account Mapping
  • Understanding Journal Entries
  • Creating Journal Entries
  • Journal Posting & Closing Accounting Period
  • Articles and FAQ

Integrations


  • HubSpot
  • Salesforce
  • QuickBooks Online
  • Xero
  • Sage Intacct
  • NetSuite
  • Stripe
  • Mobile Stores
  • Articles and FAQ

RevRec Premium


  • Overview
  • Quick Start Guide
  • Site Configuration
  • Getting Around RevRec Premium
  • General Ledger & Accounting Close
  • Reports & Analytics
  • Integrations
  1. Revrec
  2. Getting Started with RevRec
  3. Articles and FAQ
  4. Getting Started with RevRec
  1. Revrec
  2. Getting Started with RevRec
  3. Articles and FAQ
  4. Getting Started with RevRec

How to switch between environments and delete test data in RevRec?

Scope

How to switch between environments?

How to delete and load test data in RevRec?

Solution

The first is a test environment that you can use to test transactions and make sure your standalone selling price is working the way you expect, or that the integration process is flowing as you like. The second is a production / live environment.

You can switch between these two by clicking on the drop-down in the toolbar. You can also independently invite users to each environment.

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One of the neat features of the test environment is your ability to load test transactions and clear them out when you don't need them anymore.

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Refer to this link for a demo video.

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What are the User Roles limitations in RevRec?
What is the difference between accounting and reporting period in RevRec?
What are the RevRec service limitations?
What is RevRec Quick View Reports?

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