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- Accounts Receivable System
- Implementation
How an Accounts Receivable System rollout works
Start with a reconciled customer population and expand after a controlled pilot.
Confirm ownership
Controller / CFO agrees local billing, external project references, communication ownership and the ledger reconciliation basis.
Prepare the opening position
AR Manager reconciles customers, open invoices, credits, unapplied receipts, disputed balances and pending write-offs.
Configure permissions
Controller / CFO reviews the decision policy with the administrator. Test customer, account-owner and sensitive-field scope.
Connect the sources
Verify invoice delivery, bank identity, processor settlement mappings and ledger callbacks, including duplicates and rejections.
Run the pilot
AR Clerk and AR Manager trace recurring drafts, partial payments, credit adjustments, returned receipts and write-off decisions.
Reconcile and expand
Controller / CFO compares the actual ending balances and external results before widening the customer population.
What the customer provides
Source identifiers, opening balances, billing terms, approved policy, integration access and the people responsible for accepting the reconciled result.
Changing it afterwards
Use Proto to propose changes on a reviewable branch. Re-test affected balance, permission and retry behavior before releasing changes into the workspace.
Set up Accounts Receivable System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.