These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Electricity Billing System
- Process
- Provider account application
Provider account application
This process follows a banking instruction and its evidence across the people who prepare, decide and verify it. Keep the provider reference and the human decision attached to the same parent record so the team can explain each outcome.
Step by step
-
Prepare application Accounting Preparer
Link the applicant and initial deposit to the parent instruction and organization.
- The application begins in Draft.
- Updates Meter bill runs, Accounting documents
-
Submit application Accounting Preparer
Record the submitted date and supporting evidence.
- The application becomes Submitted.
- Updates Meter bill runs, Record attachments
-
Approve application Accounting Reviewer
Review the frozen revision independently and record a decision.
- The application becomes Approved or Rejected.
- Updates Meter bill runs, Review decisions
ApprovalA person approves before the work moves on. -
Complete account opening Accounting Reviewer
Confirm provider issuance and retain the external application identifier.
- The application becomes Completed after provider authority.
- Updates Meter bill runs, Ledger accounts
Who does what
Roles and permissions- Accounting Preparer
- Prepares and submits work; Accounting Reviewer makes independent decisions; Operations Analyst checks provider and operation evidence; Auditor reads the trail.
Set up Electricity Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.