Sign-up & Inviting Other Users
Signing-up / Inviting New User: The very first step is to sign-up to the rev-lock application to log in to the system. In order to create a new account in RevLock, open up a link for RevLock application (https://app.rev-lock.com/). You will be directed to the main sign-in page, if you already have the account then you can sign-in with your credentials; if you do not have the account then you have to sign-up from this main page. Please see step by step guidance on how to sign-up in RevLock aFew readersQuick Start Guide
Once you create an account with REVLOCK and you verify your account you can login and are ready to get started. What you need before you start There are a few items that you will need during the set-up process: The Price Book – The price book incluSome readersSetup Overview
In order to setup REVLOCK you need to perform the following steps Bring in your data Setup your Standalone Selling Price (SSP) library Configure your Accounting Posting Process Convert from an existing accounting process Close your first accounting period 1. Bring in your data There are several ways you can bring your sales and billing data into REVLOCK Record Sales Directly You can record or edit your invoices and sales directly in REVLOCK. Learn how (/en/article/recFew readersQuick Data Features Tour
Once you have your data in REVLOCK you can learn how to quickly get to the data and all the revenue recognition related data and metrics available REVLOCK offers. If you have not loaded any data yet start by reading our quick start guide. Navigating your data Let's quickly walk through the data that you have loaded into REVLOCK. We are going to start with the customer and drill through to orders, invoices and the revenue arrangements. Customer LiFew readersConversion
Conversion refers to how you convert from your current ASC 606 accounting process into a new accounting close process that runs on REVLOCK. Conversion is a process that you run right after you have configured REVLOCK and must do before you close your first Accounting Period. There are a number of decisions / steps to answering how you will perform conversion, illustrated in the diagram below: Determine Conversion Population (https://storage.crisp.chat/users/helpdesk/website/a68aaae1094fSome readers