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- Revenue Recognition
- Frequently asked questions
Questions, answered
Answers about schedules, billing runs, plans and review evidence.
Revenue Recognition
9 questions
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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 links 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.