In this article
How to use the DNSFilter billing tool to streamline service reconciliation.
Overview
Billing reconciliation can be tedious. The DNSFilter billing tool reduces the time it takes to validate your DNSFilter usage with your recurring contacts in your PSA. This ensures invoice accuracy without risking missed clicks or typos when manually updating client contracts. The DNSFilter billing tool breaks down recurring services into an easily digestible, efficient, and clean single-pane of glass.
The DNSFilter billing tool displays customer Accounts that have 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 DSN Filter integration before reconciliation is recommended to ensure the billing tool has the most accurate information.
- Perform a full PSA Sync to ensure any changes made in the PSA are reflected within Billing.
- Perform a manual sync of the DNS Filter integration to ensure the imported usage is accurate.
The Basics - Card View
DNSFilter 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.
As you action each card, the Service Card will be removed from the main dashboard of the 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 DNSFilter services before your invoice cycle.
The Basics - List View
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:
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 form 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.
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 Settings > Activity Log. You can see the activity for Billing, PSA Syncs, and Vendor Syncs buy selection the options at the top of the screen.
The activity log data is retained for two weeks.
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.
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For Connectwise Manage users, you can open the agreement and go to the audit trail.
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For Datto Autotask users, you can open the contract and click on the notes tab.
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