In this article
Unique behavior specific to Autotask PSA functionality.
Overview
This guide will outline the unique behavior that Autotask PSA will experience when using the Billing tool.
Effective Date
When Approving quantity increases/decreases, these changes will apply the first of the following month. As a result, it is recommended that you perform your billing reconciliation on the last few days of the month and send your invoices out on the first.
When Adjusting quantity changes, you can select the date the quantity change applies as long as the Contract is configured to allow prorated transactions.
After a service card has been actioned, you can see these changes within the Autotask Contract by updating the "Show Data For" field.
Audit Trail
To see what changes have been made to a contract, click on the Notes tab.
Contract Cancelation
If you cancel a contract in Autotask that has already synced into the billing tool, this will cause the Service Cards that had previously synced in to become stale. Cards not updated during the month will be removed from view the following month.
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