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Revenue Recognition
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Revenue Recognition · Available now

Trace recognized revenue from schedule to billing evidence.

Revenue Recognition connects customer and product records to dated revenue schedules. Each schedule carries its contract reference, recognition method, total amount, recognized amount and deferred balance.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive Revenue Schedules
Revenue Recognition · Revenue schedules

Active Revenue Schedules

Revenue schedules in one list

New revenue schedule
Revenue schedules in view
6
Total recognized to date
2,290
Straight line
2
Milestone
2
Schedule numberContract referenceCustomerProductStart dateEnd date
RS-73211MSA-2026-041Cedarline Analytics Co.Managed integration, monthly17 Oct24 Oct
RS-87021SOW-2026-018Harborcrest SystemsAnalytics module, annual license15 Oct21 Oct
RS-24727SUB-2025-112Cedarline Analytics Co.Implementation service, fixed fee16 Oct20 Oct
RS-76171MSA-2024-067Pinegate ServicesTraining session, half day28 Oct04 Nov
RS-80679SOW-2026-022Willowmere OperationsAnalytics module, annual license02 Nov11 Nov
6 of 6 records
MSA-2026-041Revenue schedules · RS-73211
Straight line
CustomerCedarline Analytics Co.
ProductManaged integration, monthly
Start date17 Oct
End date24 Oct
Recognized to date450
Validate billing runRS-73211 · MSA-2026-041

Billing Operations Manager decides whether the Draft run is ready to validate.

Waiting for Billing Operations Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
15
Roles with set permissions
6
Reports and dashboards
8
Features

Work from the record that needs attention

Every feature works on the same records. Pick one to see the screen your team works in.

Revenue schedules

Track recognition methods and deferred balances by customer and product.

  • Set up
  • Measure
  • Resolve
  • Revenue schedules
  • Customers
  • Products
  • Organizations
Explore revenue schedules
OverviewMy Revenue Schedules
Revenue Recognition · Revenue schedules

My Revenue Schedules

Revenue schedules

New
Schedule numberContract referenceCustomerStart dateEnd dateRecognized to date
RS-93537MSA-2026-041Willowmere Operations04 Nov08 Nov650
RS-40435SOW-2026-018Silverbank Design Group14 Oct18 Oct640
RS-59938SUB-2025-112Silverbank Design Group25 Oct27 Oct120
RS-97334MSA-2024-067Harborcrest Systems03 Nov12 Nov920
RS-20936SOW-2026-022Willowmere Operations19 Oct28 Oct30
6 of 6 records
MSA-2026-041Revenue schedules · RS-93537
Pending
CustomerWillowmere Operations
Start date04 Nov
End date08 Nov
Recognized to date650
Deferred balance$9,360.00
Example screen with sample data
Process

Follow the period from schedule to billing

Schedule to billing review ships ready to use. One step needs a named approval before the work moves on: Validate billing run (Billing Operations Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Set up customer and product

    Identify the customer, product and owning organization.

    MSA-2026-041RS-73211 · Revenue Accountant
    Set up customer and productBy Revenue Accountant

  2. Create revenue schedule

    Record the contract reference, dates, method and amount.

    MSA-2026-041RS-73211 · Revenue Accountant
    Create revenue scheduleBy Revenue Accountant

  3. Review recognition balance

    Inspect recognized to date and deferred balance.

    MSA-2026-041RS-73211 · Revenue Accountant
    Review recognition balanceBy Revenue Accountant

  4. Prepare billing run

    Group the invoices and check the billing period.

    MSA-2026-041RS-73211 · Billing Operations Manager
    Prepare billing runBy Billing Operations Manager

  5. Validate billing run

    Review counts and totals before advancing the run.

    MSA-2026-041RS-73211 · Billing Operations Manager
    Validate billing runBy Billing Operations Manager
    ApprovalBilling Operations Manager decides whether the Draft run is ready to validate.

  6. Post billing run

    Advance the validated run and inspect its receipt.

    MSA-2026-041RS-73211 · Billing Operations Manager
    Post billing runBy Billing Operations Manager

Start with Schedule to billing review

Inside a record

Keep finance sources linked by stable references

Open any revenue schedule to see its review decisions, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Customer, Product, Start date and End date.

  2. 2
    Review decisions

    Each line is linked to this revenue schedule.

  3. 3
    Who works on it

    Revenue Accountant, Billing Operations Manager and Finance Approver, each with their own permissions.

  4. 4
    Process stages

    Link invoice detail, with the role that acts.

  5. 5
    Approvals

    Validate billing run, with who decides.

Active Revenue SchedulesMSA-2026-041
Revenue Recognition · Revenue schedules

MSA-2026-041

Cedarline Analytics Co. · Straight line

Log activity
1
Record details
CustomerCedarline Analytics Co.
ProductManaged integration, monthly
Start date17 Oct
End date24 Oct
2
Review decisions

MSA-2026-041

Decision numberSubject typeSubject reference
RD-27149Plan2026 revenue forecast
RD-22965Plan LineQ4 renewal forecast
RD-47737Revenue ScheduleCedarline renewal schedule
Review decisions
6
3

Who works on it

  • Revenue AccountantManage revenue schedules
  • Billing Operations ManagerManage billing runs, Invoices, invoice lines
  • Finance ApproverManage review decisions
4

Process stages

  • Link invoice detailBilling Operations Manager
5

Approvals

  • Validate billing runBilling Operations Manager
    Approved
Example screen with sample data
Approvals

See the person and outcome behind a decision

OverviewApprovals
Revenue Recognition · Overview

Approvals

Signed in as Billing Operations Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • INV-10644$12,480.00
    Cedarline Analytics Co.Requested by Clara Jensen
    Draft0dActions
  • INV-71626$8,750.00
    Morrowfield LogisticsRequested by Priya Menon
    Draft2dActions
  • INV-15812$24,000.00
    Northvale ResearchRequested by Priya Menon
    Draft4dActions
  • INV-32179$3,240.00
    Northvale ResearchRequested by Clara Jensen
    Draft4dActions

Who approves what

DecisionApprover
Validate billing runReview counts and totals before advancing the run.Billing Operations Manager
Approve billing runsBilling Operations Manager
Approve PlansFinance Approver
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Revenue Recognition to the work that is theirs. Pick a role to see what it starts with.

Revenue Accountant

Maintains customer revenue schedules and reviews recognized and deferred amounts.

This is the first screen this role sees.

OverviewActive Revenue Schedules

Active Revenue Schedules

Revenue schedules · Revenue Accountant

Schedule numberContract referenceCustomerProductStart dateEnd date
RS-73211MSA-2026-041Cedarline Analytics Co.Managed integration, monthly17 Oct24 Oct
RS-87021SOW-2026-018Harborcrest SystemsAnalytics module, annual license15 Oct21 Oct
RS-24727SUB-2025-112Cedarline Analytics Co.Implementation service, fixed fee16 Oct20 Oct
RS-76171MSA-2024-067Pinegate ServicesTraining session, half day28 Oct04 Nov
RS-80679SOW-2026-022Willowmere OperationsAnalytics module, annual license02 Nov11 Nov
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read the amounts behind each result

Read recognized amounts, deferred balances, billing and variance together.

Overview
Revenue Recognition · Overview

Revenue Recognition dashboard

This quarter

Billing runs in view
6
Draft
2
Validated
2
Approved
1

Revenue schedules by schedule status

How far records got this quarter

StageReachedStep
Pending29
Active1759%
Complete1165%
Hold655%

Recognized to date by schedule status

Sample totals per stage

9.0k0
8.0kPending
9.0kActive
5.0kComplete
3.0kHold
Example screen with sample data
  1. 01Deferred balance by organization

    Sum deferred balances by organization and customer.

  2. 02Recognized amount by method

    Compare recognized amounts for straight line, Milestone and Usage schedules.

  3. 03Schedules on hold

    List held schedule amounts, owners and hold reasons.

  4. 04Billing run totals

    Compare invoice counts and billed totals by period and run status.

  5. 05Invoice aging

    Show due dates, aging state and balance due for open invoices.

  6. 06Payment applications

    Summarize payment amounts by customer and invoice.

  7. 07Budget variance by cost center

    Compare planned and actual amounts under each plan and cost center.

  8. 08Review exceptions

    Group returned and rejected decisions by subject type and reason code.

All reports and dashboards

Who it's for

Adapt the first cycle to your revenue model

See how Revenue Recognition fits your kind of team.

Software subscriptions

Track customer subscription schedules beside billed service periods.

Professional services

Connect project or hourly billing with milestone or usage schedules.

Support contracts

Review support contract periods with recurring billing and deferred balances.

Usage billing

Keep usage-based product billing traceable to recognition schedules.

Controls

Inspect decisions and operation receipts

Each stage of schedule to billing review names the role that acts and the status it records, so a change is never anonymous.

OverviewSchedule to billing review
Revenue Recognition · Process

Schedule to billing review

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
11
Validate billing runApproval
Billing Operations Manager
StatusDraft → Validated
RecordsOperation receipts, Billing runs
Post billing run
Billing Operations Manager
StatusValidated → Posted
RecordsOperation receipts
Prepare plan variance
FP&A Analyst
StatusDraft → in review
RecordsPlans
Schedule to billing review
  1. Start
    Validate billing runDraft → Validated
    Operation receipts
  2. Step
    Post billing runValidated → Posted
    Operation receipts
  3. Step
    Prepare plan varianceDraft → in review
    Plans
  4. Approval
    Approve planIn review → Approved
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the review

Ask Proto to prepare schedule, billing and variance reviews.

It can

  • Revenue Accountant: Find active schedules for a customer and compare dates, method, recognized amount and deferred balance.
  • Billing Operations Manager: Prepare a billing run review from linked invoices, counts, totals and validation notes.
  • FP&A Analyst: Explain a cost center variance from the plan lines behind Budget vs Actual.
  • Finance Approver: Gather the plan, source lines, prior decisions and evidence before a human approval.

Stays with a person

  • A person decides whether a plan should be approved and whether a billing run is ready to advance.
  • Proto can present the related amounts and evidence for that decision.
  • The team still reconciles the contract, bank and ledger sources it owns.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Revenue Recognition
  • Contract source
  • General ledger
  • Payment source
  • Actual spending source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Revenue schedules4
  • Billing runs4
  • Invoices and lines6
  • Payments and collections4
  • Plans and variance5
  • Review evidence7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define the scope

    Choose an organization, billing period, representative customers and products, and the people who own each decision.

  2. Load reference records

    Bring in customer, product, person and organization identifiers with the correct ownership.

  3. Prepare schedules and invoices

    Create dated revenue schedules and link relevant invoice lines to them. Reconcile the customer and service periods.

  4. Rehearse billing

    Build a Draft billing run, validate it and post it. Inspect the operation receipt for each transition and a refused repeat.

  5. Rehearse plan review

    Enter budget lines and actual amounts, inspect Budget vs Actual, then approve an InReview plan and review its decision and receipt.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Revenue Recognition.

All questions
How do I get started?

Click Get started, then use Proto to configure Revenue Recognition for your business. Begin with one organization, one billing period, a customer schedule and a billing run you can reconcile.

What does a revenue schedule record?

It keeps the customer, product, contract reference, dates, recognition method, total, recognized to date and deferred balance together.

Can a billing line point to a schedule?

Yes. An invoice line can reference a revenue schedule and carries its own product and service period for review.

How does a billing run move forward?

Billing Operations Manager uses Advance Billing Run to validate a Draft run, then to post a Validated run. Each outcome has an operation receipt.

Where do I see schedules needing attention?

Schedules On Hold shows held schedules and their reasons. Active Revenue Schedules shows the current recognition work.

How are plan approvals recorded?

Approve Plan moves an in review plan to Approved and writes a review decision and an operation receipt.

Can I inspect a cost center variance?

Budget vs Actual ranks cost center differences and opens the plan lines behind the total.

How do I follow an unpaid invoice?

Open Invoices and Overdue Invoices show the customer, due date, amount paid and balance due. Related payments show receipt status and reference.

Where are supporting documents kept?

Evidence Documents link a titled file, kind, uploader and date to its parent record.

Set up Revenue Recognition your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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