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FAQ: Automated Revenue Recognition
FAQ: Automated Revenue Recognition

How does automated revenue recognition work in Puzzle?

Arash Ahmadi avatar
Written by Arash Ahmadi
Updated over 7 months ago

Q: What is included in Puzzle’s automated revenue recognition features?

A: Puzzle suite of revenue recognition features include:

  • Automated revenue recognition schedules from Stripe subscriptions

  • Automated revenue recognition schedules for manual invoices recorded in Puzzle

  • Automated deferred revenue schedules

  • Automated accrued revenue postings to the general ledger

  • Real-time MRR, ARR, churn rate, and retention rate calculations

Revenue recognition calculations use a 30/360 convention, with a prorated first month.

Q: How do I turn on automated revenue recognition on my account?

A: If you have a connected Stripe account, you can turn on automated revenue recognition from the “Integrations” page under the Stripe account's settings.

Q: Where can I view the revenue recognition schedules?

A: You can see revenue recognition schedules in three places:

(1) on the “Invoices” tab of the “Accounting” page by selecting “Schedules” at the top of the page,

(2) on the “Transactions” page by selecting a Stripe subscription transaction with an associated revenue recognition schedule and clicking on “revenue recognition schedule” in the transaction details,

(3) on the “Accrual revenue” tab of the “Revenue” page

Q: How does Puzzle calculate the revenue to be recognized?

A: Puzzle uses a 30/360 convention to automatically calculate the prorated amount of revenue to be recognized in any given period, with a prorated first month.

Q: Does Puzzle support other revenue recognition methods (e.g., percentage of completion, completed contract, etc.)?

A: Not currently.

Q: Does Puzzle capture revenue data from Stripe?

A: Yes, Puzzle syncs subscription data with the Stripe integration.

Q: Which payment processors work with Puzzle’s automated revenue recognition feature?

A: Puzzle, automated revenue recognition works with Stripe, and invoices that are entered directly in Puzzle.

Q: Is my revenue automatically ASC 606 compliant in Puzzle?

A: At the moment, we do not guarantee that your revenue will be recognized appropriately under ASC 606 as there are a number of considerations to take into account.

Q: What kind of reporting and analytics capabilities does Puzzle offer related to revenue recognition?

A: In addition to revenue recognition schedules, Puzzle also calculates ARR/MRR totals by customer, Annualized Accrual Revenue, churn, and Net retention. All of these can be viewed on the “Revenue” page.

Q: How frequently does Stripe sync to Puzzle?

A: Stripe syncs to Puzzle once a day.

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