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Managing accounting and revenue recognition can be complex. To simplify your setup and testing, every RevRec Premium account comes with two distinct environments. After you log in to your RevRec Premium account, you will be provided with a Test site and a Production site.
These sites or environments allow you to configure, experiment, and manage data independently, ensuring that your business-critical processes remain accurate and unaffected during setup or testing. You can also invite users separately to each environment.
This document covers how you can use and manage your RevRec Premium environments.
The Test environment is your sandbox. You can use it to:
Experiment with transactions, configurations, and new features.
Validate accounting rules and setups before going live.
Explore how RevRec Premium works for your business workflows.
Actions performed here do not affect your actual invoices, credit notes, or payment data.
The Production environment is your live workspace where your real business data resides.
Once you’ve finalized your configurations in the Test environment, you can replicate them in Production. This is where you can:
Manage your live revenue recognition workflows.
Sync actual billing data.
Apply finalized configurations for your business.
Follow the steps below to switch between the two RevRec Premium environments at any time:
At any point in time, user with an Admin role can clear data from either the Test or Production environment if you need a clean slate to start fresh. Follow the steps below to clear an environment:
Note:
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