---
title: Automatic Billing Reconciliation
description: How to select specific mapped services to be automatically reconciled.
---

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1. [DNSFilter PSA Integration KB](https://kb.mspcentric.io/dnsfilter?hsLang=en)
2. [Billing Reconciliation](https://kb.mspcentric.io/dnsfilter/billing-reconciliation?hsLang=en)
3. [Auto-Reconcillation](https://kb.mspcentric.io/dnsfilter/billing-reconciliation?hsLang=en#auto-reconcillation)

# Automatic Billing Reconciliation

## 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](https://kb.mspcentric.io/dnsfilter/service-mapping?hsLang=en), 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 **Data Sources** \> **Direct Integration** from the left hand panel, and then select **Configure** for the Vendor you wish to set up Automatic Billing for. On the Vendors Configure page, 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.  

![](https://kb.mspcentric.io/hs-fs/hubfs/image-png-Nov-04-2024-07-48-41-0743-PM.png?width=688&height=496&name=image-png-Nov-04-2024-07-48-41-0743-PM.png)

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.

![](https://kb.mspcentric.io/hs-fs/hubfs/image-png-Nov-04-2024-07-52-33-1126-PM.png?width=688&height=264&name=image-png-Nov-04-2024-07-52-33-1126-PM.png)

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. 

- [Getting Started](https://kb.mspcentric.io/dnsfilter/getting-started?hsLang=en#main-content)

    - [Quick Start Guide](https://kb.mspcentric.io/dnsfilter/getting-started?hsLang=en#quick-start-guide)
    - [Connecting Your PSA](https://kb.mspcentric.io/dnsfilter/getting-started?hsLang=en#connecting-your-psa)
- [Billing Reconciliation](https://kb.mspcentric.io/dnsfilter/billing-reconciliation?hsLang=en#main-content)

    - [Reconciling Service Usage to your PSA](https://kb.mspcentric.io/dnsfilter/billing-reconciliation?hsLang=en#reconciling-service-usage-to-your-psa)
    - [Auto-Reconcillation](https://kb.mspcentric.io/dnsfilter/billing-reconciliation?hsLang=en#auto-reconcillation)
    - [Settings and Features](https://kb.mspcentric.io/dnsfilter/billing-reconciliation?hsLang=en#settings-and-features)
- [FAQs and Resources](https://kb.mspcentric.io/dnsfilter/faqs-and-resources?hsLang=en#main-content)

    - [FAQs](https://kb.mspcentric.io/dnsfilter/faqs-and-resources?hsLang=en#faqs)
    - [Troubleshooting](https://kb.mspcentric.io/dnsfilter/faqs-and-resources?hsLang=en#troubleshooting)
    - [Other Resources](https://kb.mspcentric.io/dnsfilter/faqs-and-resources?hsLang=en#other-resources)
    - [PSA Service Bundle Contract Management](https://kb.mspcentric.io/dnsfilter/faqs-and-resources?hsLang=en#psa-service-bundle-contract-management)

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