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- Revenue Recognition
- Process
- Decision and evidence review
Decision and evidence review
Review decisions holds a reviewer’s recorded outcome for a plan, plan line, schedule, billing run or invoice. Evidence documents links a file by parent table name and record ID, with its kind, uploader and date. Operation receipts records what an action attempted and whether it succeeded, failed, was skipped or remains pending. These records answer different questions and should be read together for a significant decision.
Step by step
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Identify subject Finance Approver
Open the record and inspect its current state.
- Open the record and inspect its current state
- Updates Plans, Billing runs, Invoices, Revenue schedules
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Gather documents Revenue Accountant
Link supporting file to its parent record.
- Link supporting file to its parent record
- Updates Evidence documents
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Record decision Finance Approver
Capture outcome, reason, reviewer and time.
- Capture outcome, reason, reviewer and time
- Updates Review decisions
ApprovalA person approves before the work moves on. -
Run record action Finance Approver or Billing Operations Manager
Use the appropriate inline action.
- Use the appropriate inline action
- Updates Plans, Billing runs
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Inspect receipt Finance Approver
Read operation type, actor and result.
- Read operation type, actor and result
- Updates Operation receipts
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Resolve exception Finance Approver
Follow a Returned or Rejected reason.
- Follow a Returned or Rejected reason
- Updates Review decisions, Evidence documents
Who does what
Roles and permissions- Admin
- Maintains reference records; Revenue Accountant owns schedules; Billing Operations Manager owns billing; Collections Specialist follows receipts; FP&A Analyst prepares plans; Finance Approver records human decisions.
Set up Revenue Recognition your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.