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- Solar Project Management
- Process
- Invoice to close
Invoice to close
Approve customer documents, settle cash and close an entity period.
Step by step
-
Prepare Accountant
Accountant builds the document from eligible shipment scope.
- Accountant builds the document from eligible shipment scope.
- Updates Invoices, Invoice lines
-
Approve Finance Manager
Finance Manager independently approves the document.
- Finance Manager independently approves the document.
- Updates Invoices, Review decisions
ApprovalA person approves before the work moves on. -
Post Accountant
Accountant posts it to an open period.
- Accountant posts it to an open period.
- Updates Journal entries, Accounting periods
-
Collect Accountant
Accountant records receipt and bounded allocation.
- Accountant records receipt and bounded allocation.
- Updates Cash receipts, Cash applications
-
Reconcile Accountant
Accountant completes current-source close tasks.
- Accountant completes current-source close tasks.
- Updates Close tasks, Bank statement lines
-
Close Finance Manager
Finance Manager approves the period close.
- Finance Manager approves the period close.
- Updates Accounting periods, Review decisions
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Accountant
- And Finance Manager.
Set up Solar Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.