How to select specific mapped services to be automatically reconciled.
This feature is currently available for Connectwise Manage users. Additional PSAs are on the roadmap.
Getting Started with Automatic Billing Reconciliation.
Once your accounts and services are mapped, you can select specific mapped services to be auto-approved when new values are received. This can be set to happen at the start of the next billing period or Immediately as changes come in.
How to Configure Automatic Billing Reconciliation
Once logged into your account, navigate to the integration page and select the Billing Config tab.
You will be presented with a list of mapped services with the option to turn on auto-approve and select the effective date.
Toggle on Auto-Approve for the services you want to enable, then select the Effective Date.
It will default to the next billing period, however, you can select the drop-down to enable immediate changes (proration).
Note: Immediate (Proration) will update anytime new values are updated in the tool.
Once you have made all your selections, press save to enable the feature.
You can revisit this page anytime you wish to update or change the settings.
Activity Log
All actions taken via this feature will be displayed in the activity log. You can access your activity log from the settings menu as well as the sync status menu.