ReportingAccuracy

Recognition Input Chase

Asks the revenue owner for the delivery dates revenue recognition is still waiting on.

Part of Deferred Revenue Schedule

Tools

Sage Intacct, Zuora, Validis

Outcomes

Missing delivery dates collected before close • Accrual and deferred inputs land on time

Documentation

Instruction-ready detail below

<in:schedule>On the 20th of each month</in:schedule>, list <in:spreadsheets>contracts with no delivery date</in:spreadsheets> and <email>email</email> the revenue owner each contract and the period it affects.

Instruction file

<in:schedule>On the 20th of each month</in:schedule>, list <in:spreadsheets>contracts with no delivery date</in:spreadsheets> and <email>email</email> the revenue owner each contract and the period it affects.

Setup requirements

Tools

Sage Intacct, Zuora, Validis

Trigger

On the 20th of each month

Setup time

15 minutes

Other automations in this workflow

Deferred Revenue Check

Compares the deferred revenue schedule to the billing system and lists the contracts that do not tie.

Related workflows

Financial reporting

Produce the management pack from closed figures that tie to the ledger, with every line traceable to the transactions behind it.

Audit prep

Collect audit evidence while the period is still open, so the request list stays short and no figure has to be rebuilt after it is asked for.

Budget monitoring

Compare actual spend to the approved plan each period and surface the overrun while there is still budget left to move.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download