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Planview Customer Success Center

Billing and Revenue Tracking

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Billing and Revenue Tracking

Billing and revenue tracking supports leveraging the financial information captured in the Revenue and Cost Management capability by sending this data to an integrated ERP system for processing and invoicing. This final piece of the engagement allows for an automated, streamlined customer billing process.

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Capability resources

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    AdaptiveWork process flows

    Review step-by-step guidance, process flows, and best practices for end users to achieve specific business outcomes.

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