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- Revenue Recognition
- Get started
Get Revenue Recognition running in four steps.
Prepare a revenue schedule and billing cycle with named owners.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Revenue Recognition. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Revenue Recognition in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Get started to set up Revenue Recognition in ERP.AI. Name the organization and the people responsible for revenue schedules, billing runs, plan approval and collections.
Prepare the first operating cycle
Choose a customer and product with a real contract reference. Enter the schedule dates, method, amount and owner. Prepare an invoice line with its service period and link it to the schedule. Gather the source contract and assign the reviewer who will check the first deferred balance.
Review before release
Build a Draft billing run for the same period. Compare its invoices and totals, then rehearse validation and posting while inspecting each operation receipt. Prepare an in review plan and test its approval with the recorded review decision. Follow the implementation plan for the full pilot path.
Set up Revenue Recognition your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.