Search Knowledge Base Articles

Revenue Recognition (IFRS 15) — How to Install

← Back to Revenue Recognition (IFRS 15) overview

How to Install — Revenue Recognition (IFRS 15)

Module folder: modules/revenue_recognition/   Version: v1.0.0

IFRS 15 compliant revenue recognition — contracts, performance obligations, and recognition schedules for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly revenue_recognition.

Step-by-step installation

  1. Upload the revenue_recognition folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Revenue Recognition (IFRS 15) and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Revenue Recognition (IFRS 15) → Settings and save defaults.

Install notes from README

Installation

  1. Upload revenue_recognition into modules/
  2. Setup → Modules → Activate Revenue Recognition (IFRS 15)
  3. Assign permissions under Setup → Staff → Roles
  4. Configure Revenue Recognition → Settings

Uninstall

Deactivating keeps data. Uninstall drops all rr_* tables, deletes rr_* options, and removes uploads/revenue_recognition/ if present.

After activation — configuration checklist

  1. Go to Setup → Modules and activate Revenue Recognition (IFRS 15).
  2. If prompted, click Upgrade Database or reload admin — schema sync runs automatically.
  3. Assign permissions under Setup → Staff → Roles.
  4. Open the module menu and configure settings.
  5. Perfex CRM 2.3+ (3.x recommended)
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

Installation

  1. Upload the revenue_recognition folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules and activate Revenue Recognition (IFRS 15).
  3. If prompted, click Upgrade Database or reload admin — schema sync runs automatically.
  4. Assign permissions under Setup → Staff → Roles.
  5. Open the module menu and configure settings.

No core CRM files are modified. All tables and options are created on activation.

Requirements

  • Perfex CRM 2.3+ (3.x recommended)
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
Revenue Dashboard
rr_dashboard		view
Revenue Contracts
rr_contracts		view, create, edit, delete, approve
Recognition Schedules
rr_schedules		view, create, edit, delete, post
Reports
rr_reports		view, export
Settings
rr_settings		view, edit

Verify installation (checklist)

  1. Setup → Modules shows Revenue Recognition (IFRS 15) as Active.
  2. Admin sidebar shows the Revenue Recognition (IFRS 15) menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Revenue Recognition (IFRS 15) → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

Did you find this article useful?

Related Articles