Responsibilities and decision rights for finance and billing teams at water utilities.
| Role | Water charges | Accounting documents | Review and evidence | Journals and periods | Cash and receivables | Operations control |
|---|---|---|---|---|---|---|
| Accounting Preparer | Edit | Edit | Edit | View | View | — |
| Accounting Reviewer | Approve | Approve | Edit | — | — | View |
| Controller | — | Edit | — | Approve | View | View |
| Cash Clerk | — | View | — | — | Edit | Edit |
| Operations Analyst | — | View | View | View | View | Edit |
| Admin | Edit | Edit | Edit | — | Edit | — |
Prepares meter runs, accounting documents and their lines and evidence.
Starts on: Meter runs awaiting review
Independently reviews meter runs and accounting documents and records decisions.
Starts on: Meter runs awaiting review
Owns the ledger, journal posting and accounting periods.
Starts on: Document register
Applies verified cash receipts to posted documents.
Starts on: Cash applications
Works the operation receipt exception queue and verifies completed effects.
Starts on: Operation exceptions
Maintains organizations, team members, partners and configuration without taking accounting decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.