← Back to Revenue Recognition (IFRS 15) overview
Features (Full Detail) — Revenue Recognition (IFRS 15)
Current version: v1.0.0
IFRS 15 compliant revenue recognition — contracts, performance obligations, and recognition schedules for Perfex CRM
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Screens map — what each menu is for
These are the admin screens registered by Revenue Recognition (IFRS 15). Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Revenue Dashboard | admin/revenue_recognition | How to use |
| 2 | Revenue Contracts | admin/revenue_recognition/revenue_recognition_contracts | How to use |
| 3 | Recognition Schedules | admin/revenue_recognition/revenue_recognition_schedules | How to use |
| 4 | Contract Modifications | admin/revenue_recognition/revenue_recognition_modifications | How to use |
| 5 | Reports | admin/revenue_recognition/revenue_recognition_reports | How to use |
| 6 | Settings | admin/revenue_recognition/revenue_recognition_settings | How to use |
Features & workflows from documentation
Features
| Area | Highlights |
|---|---|
| ------ | ------------ |
| Contracts | Identify & approve revenue contracts; link clients, invoices, estimates, projects |
| Obligations | Distinct performance obligations with SSP allocation |
| Variable consideration | Bonuses, penalties, discounts with constraint |
| Schedules | Point-in-time / over-time recognition schedules |
| Deferred revenue | Ledger entries with optional Accounting Pro GL posting |
| Reports | Contract balances, disaggregation, remaining obligations (CSV/PDF) |
| Integrations | REST API, webhooks, invoice auto-contract, project milestone sync |
REST API
Base URL: {site}/revenue_recognition/rr_api
Auth: X-RR-API-Key: {token} or Authorization: Bearer {token}
| Method | Endpoint | Scope |
|---|---|---|
| -------- | ---------- | ------- |
| GET | /contracts | read |
| GET | /contracts/{id} | read |
| GET | /contracts/{id}/obligations | read |
| GET | /contracts/{id}/schedules | read |
| GET | /schedules | read |
| POST | /create_contract | write |
| POST | /recognize/{schedule_id} | write |
| POST | /create_from_invoice/{invoice_id} | write |
| POST | /sync_project_milestones/{contract_id} | write |
Manage keys: Revenue Recognition → Settings → API Keys
Listing highlights
Item Title
Revenue Recognition (IFRS 15) — Module for Perfex CRM
Short Description (max ~160 chars)
IFRS 15 revenue recognition for Perfex CRM — contracts, obligations, schedules, deferred revenue, reports, API & webhooks by Nasbix Technologies
HTML Description
Paste from codecanyon/copy/03_html_description.html (Source/HTML mode).
Tags
Paste from codecanyon/copy/05_tags.txt.
Category
PHP Scripts > Add-ons > Perfex CRM
Images
| Asset | Size | Path |
|---|---|---|
| ------- | ------ | ------ |
| Thumbnail | 80×80 | codecanyon/assets/thumbnail_80x80.jpg |
| Inline Preview | 590×300 | codecanyon/assets/inline_preview_590x300.jpg |
Build
bash modules/revenue_recognition/build_release.sh
bash modules/revenue_recognition/codecanyon/build_submission_assets.sh
Official HTML documentation (feature sections)
Features
- IFRS 15 five-step revenue recognition workflow
- Contracts, performance obligations, and recognition schedules
- Variable consideration, modifications, and approvals
- Deferred revenue ledger and optional GL posting
- Disclosure reports (CSV / PDF)
- REST API, webhooks, and integration audit log
See README.md in the module folder for the complete feature list.
How to Use
- Settings — set contract prefix, recognition method, approval, schedule frequency.
- Create Contract — link client (and optional invoice / estimate / project).
- Add Obligations — enter distinct performance obligations with standalone selling prices.
- Variable Consideration — add bonuses/penalties; apply constraint for IFRS 15 Step 3.
- Allocate & Approve — review SSP allocation; submit/approve if required.
- Schedules — generate recognition schedule lines (point-in-time or over-time).
- Recognize — post due amounts; deferred revenue updates automatically.
- Reports — contract balances, disaggregation, remaining obligations (CSV/PDF).
- API / Webhooks — optional keys and outbound events from Settings.
See HOW_TO_USE.txt in the module root for the full text guide.
Uninstall
From Setup → Modules, use Uninstall (not only Deactivate) to remove the module completely.
Uninstall removes:
- All
rr_*database tables - All
rr_*options / settings uploads/revenue_recognition/if present
Deactivate only disables the module and keeps data for later reactivation.
Permissions
Granular staff capabilities are registered on activation. Assign them under Setup → Staff → Roles.
Capability groups: Dashboard, Contracts, Schedules, Reports, Settings — with view, create, edit, delete, approve, post, and export where applicable.
Cron Jobs
Background tasks (if enabled) run through Perfex CRM's main cron. Example crontab (every 5 minutes):
* * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1
Check module settings for scheduled jobs (alerts, sync, reports).
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog