Deferred & Recognized Revenue Report
🔍 Problem Statement
Finance teams need to track how subscription revenue transitions from deferred to recognised over time. Without a Deferred & Recognised Revenue Report, reconciliation against accounting standards (ASC 606 / IFRS 15) requires manual spreadsheet work, increasing audit risk and operational overhead.
💡 User Story
As a finance team member, I want a Deferred & Recognised Revenue Report in Pelcro, so that I can see the monthly breakdown of deferred vs. recognised revenue and produce audit-ready reports without manual calculations.
🎯 Definition of Done (DoD)
A feature is done when:
✔️ Given a Pelcro organisation with active subscriptions, when a finance user opens the Deferred & Recognised Revenue Report, then it displays each subscription's total booked amount, the deferred balance, the monthly recognition schedule, and cumulative recognised-to-date — without requiring external exports or manual calculations.
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Comments5
Michael Ghattas
Nov 28, 2025
Michael Ghattas
Nov 20, 2025
Filter by product and date range.
Abdallah Shapsough
Sep 24, 2025
•Merged request
•3 votes
Accounting Reconciliation (Exports vs Dashboard)
🔍 Problem Statement
As a finance admin, I experience discrepancies between dashboard totals and export figures, which makes it impossible to close financial periods without manual reconciliation across multiple data sources.
💡 User Story
As a finance admin, I want the financial exports (revenue, refunds, invoices) to match dashboard totals exactly for any given period, so that I can close books without manual adjustments.
🎯 Definition of Done
- Given any financial export, when figures are compared to dashboard totals for the same period and timezone, then they match exactly.
- This change impacts the API (export endpoints) and dashboard reporting layer.
- Limitations: timezone and cutoff logic must be consistent between exports and dashboard; real-time vs. batch processing differences must be documented.
Rana Haleem
Sep 10, 2025
Thanks for the request!
To better understand your needs:
Would you like to see a yearly version of an existing Pelcro report (if so, which one)?
Or are you looking for a completely new report?
If it’s new, what data points would you like included in the yearly revenue export?
An Anonymous User
Sep 10, 2025
We’re looking for the same information from the “total” monthly accounting report that can be downloaded from the accounting tab, but we would like to have an adjustable date field so we can pull the information for more than 1 month at a time. We would also need this to include company name in the results.