An overview of the sort and filtering options available with Reconcile™.
No two MSPs reconcile their billing in exactly the same way! Using our sort and filter functions enables you to view just the information you want, with no clutter.
Sorting and filtering are available from the Action bar:
The Action Bar
The action bar enables you to perform the following actions:
File Imports | Grid/List View | Sort By | Filters | Clear | Approve | Set Effective Date
- File Imports will take you to the import page for CSVs
- Grid/List View will swap you between Card View and List View
- Sort By changes your sort option
- Filters lets you adjust the Filters for your dashboard view
- Clear removes any other view settings
- Approve is used to push Approvals or Changes to any highlighted cards/lines
- Set Effective Date is used when you with to Approve a change with a different date(such as a proration)
When you are scrolling through your service cards, the total profit and review will remain at the top of the page, while the filters and sorting options will float on the page with you.
When saving your selections on the actions bar, these will remain applied until manually removed or the browser's cache is cleared.
Toggling between views will not affect the saved filters and settings.
Sort By:
You can use sort by to arrange your results based on the following options:
- Revenue
- Profit
- Service
- Contract
- PSA Changed At (when the last PSA unit value change was)
- Vendor Changed At (when the last Vendor unit value change was)
Sorting by account name will always display the new found revenue cards ahead of the rest of the accounts. If you do not wish for this to happen - you can filter out new found revenue.
Filters
Filters enable you further narrow down your data by the following options:
- Accounts
- Contracts
- Services
- Vendor / Distributor Tag
Pro Tier Filters:
-
Type - Filter the type of cards displayed. No change, Increases or decreases, or new revenue.
-
Frequency - Monthly, Quarterly, Semi-Annually, Annually
-
Cut off Date
When you have filters applied to an account, the profit and revenue bar will show the relevant numbers for the filter data only.
