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- Accounts Receivable System
- Questions
Questions, answered
Answers about billing ownership, cash application and getting started.
Accounts Receivable System
8 questions
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How do I get started?
Click Get started, then use Proto to configure Accounts Receivable System for your business. Set up your workflows, import your data and invite your team.
Does this replace the general ledger?
No. AR maintains its receivables workflow and retains the connected ledger outcome. A draft journal reference is separate from confirmed posting.
Can we collect project-billing invoices here?
Yes, through read-only collection references with confirmed source balances. The project billing service remains the issuer and financial owner; local send and financial adjustment actions are disabled for that population.
Does a matching proposal mark an invoice paid?
No. AR Clerk reviews the proposed customer and allocation. Only accepted cash applications affect local balances, within the receipt amount and invoice open balance.
Can we leave part of a receipt unapplied?
Yes. Keep the remainder on the customer account and allocate it deliberately later. A later application must not recognize the same receipt cash again.
Who approves write-offs?
Controller / CFO reviews the AR Manager request. Approval authorizes the ledger handoff; the balance reduction follows the confirmed posted result.
Can customers see one another’s invoices?
Customer access is restricted to the permitted records for their own identity. Verify lists, exports, references and APIs before inviting users.
Does a snapshot close the accounting period?
No. It records a stated cutoff population for reconciliation. The connected accounting system owns its actual period-close process.
Set up Accounts Receivable System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.