Unique behavior specific to ConnectWise PSA with Reconcile™.
Overview
This guide will outline the ConnectWise PSA experience when using the Billing or Alerts modules. Review this guide to understand the behavior that is recommended to assist with other best practices.
Billing Reconciliation
Effective Date
When Approving count increases/decreases, changes are applied immediately. As a result, it is recommended to do your billing reconciliation on the last few days of the month and send your invoices out on the first.
When making quantity changes, you can select the date the quantity change applies as long as the Agreement is set up to allow prorated transactions.
After a service card within Reconcile Billing has been actioned, open the ConnectWise PSA Agreement to see the changes.
Audit Trail
Click on the Audit Trail tab to see what changes have been made to an agreement.
Contract Cancelation
If you cancel an agreement in ConnectWise PSA that has already synced into Reconcile Billing, this will cause the Service Cards that had previously synced in to become stale. Reference PSA Usage appears to be incorrect for more information.
Account and Status Types
Reconcile API pulls the default account and status types from ConnectWise Manage.
Statuses within ConnectWise Manage are customizable, allowing users to change even the default statuses. However, relying on editable statuses can create issues as they can be deleted, making it unreliable to filter them through the API. This is a challenge we know many MSPs face, and we continue to make improvements.
On the flip side, it is worth noting that you only need to map accounts from the vendor's portal that are being pulled into Reconcile. Therefore, if an account is inactive in your vendor portal, it is unlikely that you have to map it to ConnectWise Manage. Inactive vendor accounts typically do not have any associated usage or activity – or get pulled in at all.