--- title: Service Reconciliation in the Barracuda billing tool. description: Service reconciliation --- [Skip to content](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#main-content) English Show submenu for translations [Customer portal](https://support.mspcentric.io/tickets-view?hsLang=en) ![barracudatesty](https://kb.mspcentric.io/hs-fs/hubfs/barracudatesty.png?width=100&height=24&name=barracudatesty.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.mspcentric.io/tickets-view) PSA Integration Help Center - There are no suggestions because the search field is empty. 1. [Barracuda PSA Integration KB](https://kb.mspcentric.io/barracuda?hsLang=en) 2. [Billing Reconciliation](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en) 3. [Reconciling Service Usage to your PSA](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#reconciling-service-usage-to-your-psa) # Service Reconciliation in the Barracuda billing tool. ## How to use the Barracuda billing tool to streamline service reconciliation. ### Overview Billing reconciliation can be tedious. The Barracuda billing tool reduces the time it takes to validate your Barracuda usage with your recurring contacts in your PSA.  This ensures invoice accuracy without risking missed clicks or typos when manually updating client contracts. The Barracuda billing tool breaks down recurring services into an easily digestible, efficient, and clean single pane of glass. ### Service Reconciliation [When to Reconcile](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#whentoreconcile) [Steps before Reconciliation](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#stepsbeforerecon) [Simple View](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#cardview) [Detailed View](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#listview) [Details](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#detials) [Prorate Transactions](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#proratetransations) [Bulk Approval](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#bulkapprove) [Activity Log](https://kb.mspcentric.io/barracuda/service-reconciliation-in-the-dnsfilter-billing-tool#activity)   ---   The Barracuda billing tool displays customer **Accounts** with an **Active Contract** attached to them. If an account in your PSA does not have an active contract, it will not show in the tool. #### **When to Reconcile** Billing works best for partners who Bill in Advance, as we will default any changes to the first of the following month. Log in on the last couple of days of the month, reconcile your changes and send invoices out on the first. If you currently bill in arrears, don't fret. You can bulk approve changes for a specific date, ensuring you can reconcile your usage quickly. --- #### **Steps before Reconciliation** Syncing your PSA and the Barracuda integration before reconciliation is recommended to ensure the billing tool has the most accurate information. 1. Perform a full PSA Sync to ensure any changes made in the PSA are reflected within Billing. 2. Perform a manual sync of the Barracuda integration to ensure the imported usage is accurate. --- #### **The Basics - Simple View** ![](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Oct-16-2024-02-21-53-0388-AM-1.png?width=34&height=31&name=image-png-Oct-16-2024-02-21-53-0388-AM-1.png) Barracuda billing tool has two views; here, we will look at the card view. This view organizes and groups per service line across all your customers and agreements to quickly and easily streamline billing reconciliation.  A **Service Card** represents a **Contract Line Item** (Service) in your **Agreements** or **Contracts**. Review the cards and **Approve/Add,** check the **Details,** or **Dismiss** if you wish to make no changes **.** You don't even need to set foot in your PSA. You can update service counts directly to your client contracts with as little as one click.  ![undefined-3](https://kb.mspcentric.io/hs-fs/hubfs/undefined-3.png?width=179&height=205&name=undefined-3.png) As you action each card, the **Service Card** will be removed from the main dashboard until the following month. You can always find any actioned cards in your **Activity Log;** however, if you wish to review prior actions taken during that billing cycle. Do this repeatedly, month over month, to reconcile your Barracuda services before your invoice cycle.   --- The Basics - Detailed View ![](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Oct-16-2024-02-21-07-5268-AM-1.png?width=32&height=29&name=image-png-Oct-16-2024-02-21-07-5268-AM-1.png) Everything the card view has to offer and more!  A condensed grid-style card view with advanced display options.  Reconcile item by item or multi-select. It's up to you!  ![](https://kb.mspcentric.io/hs-fs/hubfs/image-png-May-07-2025-12-26-10-7778-AM.png?width=1853&height=491&name=image-png-May-07-2025-12-26-10-7778-AM.png) With the list view you can Group by: Account, Service, Contract, Unit Type, or Vendor name.  This enables you to see the data in the order that works best for you. You can Filter your data to show specific items by pressing the filters option. You can apply more then one at a time to have granular data control.  A pop up menu will appear to enable you to filter by:  ![](https://kb.mspcentric.io/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Oct-16-2024-02-28-01-2555-AM-1.png?width=242&height=278&name=image-png-Oct-16-2024-02-28-01-2555-AM-1.png)**Accounts:**  Select one or more accounts to filter and show only those items to reconcile.  **Contracts:** Select one or more contracts to filter and show only those specific ones.  **Services**: Select the desired service(s) to filter.  **Unit Change:** See the types of change you want. You can filter by: Increase, Decrease, New Revenue, Missing Data, and No change. **Billing Period Frequency:** Monthly, Quarterly, Semi-Annually and Annually.   **Cut-off Date:** Select the cut off date you wish to filter by. Only one can be selected at at time.  Once you have selected the filters you want, simply press save and review your data.     **Columns:**   Choose the columns you wish to see in the list view.  Select the Columns icon and add or remove columns from your view.    --- #### **Details** When reviewing service cards, there are instances where you will want to review the contract information and make some minor adjustments. If you would like to review contract details, dates, renewal period, cost per unit, or past actions taken, simply click on the **Details** option on the service card. A module will open that displays information in four quadrants. ![](https://kb.mspcentric.io/hs-fs/hubfs/Screenshot%202025-05-06%20182053-png.png?width=876&height=482&name=Screenshot%202025-05-06%20182053-png.png) The upper left quadrant displays the contract details for this particular customer. You can see the PSA ID numbers, dates/term, current vendor quantity, cost, and frequency. The upper right quadrant displays past actions taken on this contract form the Billing tool. The lower left quadrant displays the contracts name in both your PSA and your Vendor portal. This allows you to review that contracts mapping at a glance, as well as see how current the sync is for that contracts information.  Finally, the bottom right quadrant displays the current vendor amount for that contract, along with its listed price in your PSA and a date option that will allow you to forward or backdate the change you are looking to make if you so choose.  As you make changes to the costs, you will see the summary of change update your profit and revenue estimates in real time.  --- #### **Prorate Transactions** If your PSA supports prorated billing, you can add multiple prorated line items, review the summary of changes, and update, instantly updating your client contracts. --- #### **Bulk Approval / Bulk Effective Date** After you've connected, expanding on that service will allow you to bulk-select and approve all the service cards for that service.  You can also use this feature to bulk select the effective date that the changes will go into effect.  Before bulk approval, spot-check each service card and address any anomalies. When performing the first Bulk action, you will get a warning modal for either bulk approve or bulk dismiss; if you are confident they do not want to see this warning again, you can select to dismiss the warning.    --- #### **Activity Logs** Review a complete history of changes made within the Billing tool; you can review your activity log by navigating to **Reporting** \> **Activity Log**.  You can see the activity for Billing, PSA Syncs, and Vendor Syncs by selecting the options at the top of the screen.  The activity log data is retained for two weeks.  ![](https://kb.mspcentric.io/hs-fs/hubfs/image-png-May-07-2025-12-24-53-1736-AM.png?width=984&height=313&name=image-png-May-07-2025-12-24-53-1736-AM.png) If you'd like to view the audit trail for the actions, you can follow this from your within your PSA. Limited to one contact at a time.  - - For ConnectWise Manage users, you can open the agreement and go to the audit trail. - Datto Autotask users can open the contract and click on the notes tab.   ---   - [Getting started](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#main-content) - [Quick Start Guide](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#quick-start-guide) - [Connecting your PSA](https://kb.mspcentric.io/barracuda/getting-started?hsLang=en#connecting-your-psa) - [Billing Reconciliation](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#main-content) - [Reconciling Service Usage to your PSA](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#reconciling-service-usage-to-your-psa) - [Settings and Features](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#settings-and-features) - [Auto-Reconcillation](https://kb.mspcentric.io/barracuda/billing-reconciliation?hsLang=en#auto-reconcillation) - [FAQs and Resources](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#main-content) - [FAQs](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#faqs) - [PSA Service Bundle Contract Management](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#psa-service-bundle-contract-management) - [Troubleshooting](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#troubleshooting) - [Other Resources](https://kb.mspcentric.io/barracuda/faqs-and-resources?hsLang=en#other-resources) - [Alerts](https://kb.mspcentric.io/barracuda/alerts?hsLang=en) Copyright © 2025,