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- Telecom ERP
- Process
- Invoice to applied cash
Invoice to applied cash
Bill title-transferred goods and allocate confirmed money once. Use the exact source record for each handoff. The owner of a downstream decision should see the current revision, the quantities already consumed and the remaining exception before acting.
Step by step
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Establish billing scope Accountant
Accountant checks unbilled eligible quantity.
- Accountant checks unbilled eligible quantity.
- Updates Shipment lines, Service allocations
-
Approve invoice Finance Manager
Finance Manager approves the current invoice revision.
- Finance Manager approves the current invoice revision.
- Updates Invoices, Invoice lines, Approval decisions
ApprovalA person approves before the work moves on. -
Post receivable Accountant
Accountant posts in the open period.
- Accountant posts in the open period.
- Updates Invoices, Journal entries
-
Record cash Accountant
Accountant records actual received funds.
- Accountant records actual received funds.
- Updates Cash receipts, Bank statement lines
-
Apply balance Accountant
Accountant allocates within unapplied cash and invoice outstanding.
- Accountant allocates within unapplied cash and invoice outstanding.
- Updates Cash applications, Invoices
Who does what
Roles and permissions- Accountant
- , Finance Manager.
- The preparer records the source facts; the named decision owner reviews the current revision and any exception.
Set up Telecom ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.