Assign schedule, billing, plan and collection work to named people.
| Role | Revenue schedules | Billing runs | Invoices and lines | Payments and collections | Plans and variance | Review evidence |
|---|---|---|---|---|---|---|
| Revenue Accountant | Edit | View | View | View | View | View |
| Billing Operations Manager | View | Approve | Edit | View | View | View |
| FP&A Analyst | View | View | — | View | Edit | View |
| Finance Approver | View | View | View | — | Approve | Edit |
| Collections Specialist | View | View | View | Edit | — | — |
| Admin | Edit | Edit | Edit | Edit | Edit | View |
Maintains customer revenue schedules and reviews recognized and deferred amounts.
Starts on: Active Revenue Schedules
Owns billing runs, invoice preparation and validation.
Starts on: Billing Period Schedule
Prepares period plans and cost center lines for finance review.
Starts on: Approved Plans
Decides plan approvals and reviews documented billing and schedule decisions.
Starts on: Billing Period Schedule
Records customer receipts and follows invoice balances.
Starts on: Open Invoices
Maintains users, people, organizations and product reference data.
Start free, then use Proto to change fields, steps and approvals before your team goes live.